Associate

The Position
The Associate position in the Client Capital Management Department will play a key supporting role in
presenting Company's investment capabilities to prospects, clients and the consultant community
through responses to Requests for Proposal (RFP), Requests for Information (“RFI”), and Due Diligence
Questionnaires (“DDQ”) as well as presentation exhibits, database maintenance, questionnaires and
publications, maintaining and producing presentation exhibits and collateral materials and monitoring
compliance with respect to data consistency. The role additionally involves working closely with groups
and departments across all levels throughout the organization.
Key Responsibilities
Responsibilities include, but are not limited to, the following:
The successful candidate must have an overall understanding of the marketing process. An ability
to collect, organize and analyze data is essential, as are excellent communication skills, both
written and verbal.
Manage and update Company's Q&A database to ensure that information is available on a timely
basis to complete prospect and client RFPs as well as consultant questionnaires for our
commingled fund offerings by working closely with the respective Portfolio Team and other
relevant Company employees.
With portfolio team, ensure that fund reports and communications are produced on a timely
basis.
Facilitate electronic client communications as appropriate.
Provide data and review RFP responses and presentations to ensure accuracy and consistency.
Maintain Company information in consultant databases; coordinate and prepare
responses to periodic consultant questionnaires and due diligence reviews.
Conduct client and prospect research
Assist with special projects as needed.
Candidate Profile
Highly proficient in Microsoft Office, especially in Excel.
Bachelor’s degree or higher.
3 years’ experience, preferably in RFP writing, marketing, real estate, finance or accounting.
The successful candidate must have an overall understanding of the marketing process, and the
critical role of the support group in achieving success. Additionally, candidate should have a basic
understanding of private equity real estate investment terms and concepts.
Ability to multi-task and adhere to strict deadlines is key, as are excellent written and verbal
communication skills, organizational skills, interpersonal skills and high level of attention to detail.
Ability to interface professionally with individuals throughout various departments in the firm
(Acquisitions, asset management, finance, portfolio management, marketing and research) as
well as third party firms, partners and industry leaders.
Candidate should be proactive and self-motivated. Strong work ethic, integrity and commitment
to meet deadlines are essential candidate attributes.