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Assistant, Fundraising and CRM Database Management

Salary
<$75,000
Employment
Full Time
Work Place
Part Remote
Real Estate Field
Location
New York
 NY
Postal Code
10003
Country
United States

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Description


About JTP Capital: JTP Capital is an institutional private equity real estate advisory and capital raising firm based in New York City. Our boutique, third-party placement firm was designed to provide a complete capital solution for a select number of investment managers. JTP advised clients on a wide array of real estate vehicles, including closed-end funds, open-end funds, separate accounts, programmatic joint ventures, and portfolio recapitalizations.

Job Description: We are seeking a highly organized and proactive Assistant to join our dynamic deal management team. The primary focus of this role is fundraising support and CRM database management. In this role, you will perform a variety of administrative tasks, with a key focus on calendar management, CRM maintenance, and reporting. The ideal candidate will be detail-oriented, collaborative, and possess a strong team-player mentality. They should understand that no task is too small and should be action-oriented in their approach to work.

Key Responsibilities:

  • Supports daily operations of the fundraising and project management teams
  • Provide administrative support to the project management team, with a key responsibility including calendar coordination and management, as well as meeting confirmations and preparation.
  • Track client engagements to support reporting
  • Assist in the preparation of firm and client marketing materials, reporting, roadshows, and marketing campaigns
  • Collaborate with team members to ensure timely completion of tasks and projects.
  • Support the maintenance of an updated and accurate CRM system
  • Prepare target lists from CRM
  • Perform other support tasks as needed
  • Creation of travel and meeting itineraries

 

Key Skills and Qualifications:

  • Bachelor’s degree in business administration or related field.
  • 1-3 years of experience in a similar role, preferably in the real estate or finance industry.
  • Customer-service oriented
  • Excellent organizational and time-management skills.
  • Strong attention to detail.
  • Ability to work collaboratively in a fast-paced environment.
  • Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook).
  • Excellent communication skills, both written and verbal.

 

Benefits:

  • Health, dental, and vision insurance
  • 401(k) plan with company match
  • Generous PTO and holidays
  • Opportunity to grow within the firm
 
 

Experience


1+ to 2 years


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