Associate, Client Relations - Real Estate
Core
Technical resource supporting fundraising and client engagement for real estate investment strategies by translating market dynamics into investor materials.
Role type
Associate, Client Relations (Real Estate)
Builds
Fund presentations, PPMs, RFPs, DDQs, and investor communications
Domain
Real Estate / Private Debt / Asset Management
Deliverable
product features
Required skills
Real estate market fluency, debt market knowledge, commercial literacy, numerical confidence, written communication, verbal communication, data synthesis, stakeholder coordination
Preferred skills
Private debt market exposure (Direct Lending, Mezzanine, Structured Credit), asset management or investment banking experience, professional qualifications (CFA, CAIA, IMC, ACA)
Technologies
Microsoft Excel, PowerPoint, Word
Responsibilities
Develop deep understanding of real estate strategies and market mechanics; Collaborate with sales and investment teams to craft fund positioning; Support marketers with fund messaging and market context; Prepare high-quality marketing materials (presentations, PPMs, RFPs, DDQs); Interpret and synthesize fund and market data to inform investor materials; Organize and manage investor meetings and strategy AGMs; Track and report fundraising pipeline updates; Contribute to internal projects for workflow automation and data integrity
Seniority
Junior, hands-on IC