Private Markets Product Support Specialist
Core
Create, customize, and maintain investment marketing materials (presentations, reports, brochures, web content) to support capital raising and client service for real estate funds.
Role type
Marketing support specialist for private real estate products
Builds
Marketing collateral, client review books, performance reports, and web/email content for real estate investment strategies
Domain
Real estate investment management and institutional capital markets
Deliverable
product features
Required skills
Microsoft PowerPoint, Microsoft Excel, Salesforce, project management, written and verbal communication, attention to detail
Preferred skills
Knowledge of financial-services markets, institutional investment products, real estate investments, or asset management
Responsibilities
Create and maintain presentations, client review books, reports, and thought leadership content; Update financial and performance information in quarterly materials; Partner with marketing, compliance, and investment teams to ensure material accuracy; Support sales meetings by coordinating agendas and preparing materials; Prepare and distribute performance and analytical reports; Organize and maintain collateral, contact lists, CRM records, and virtual data rooms; Help improve scalable processes for delivering materials on time.
Seniority
Entry-level to Mid-level, individual contributor