Description
The Assistant Fund Manager will play a key role across the business, with a focus on supporting the Fund Manager with the strategic management of the US Value- add Club (the “Fund”), as well as assisting with the implementation of the Fund’s investment strategy. They will need to work within the context of a significant multinational corporate, which requires building confidence of others, and working with local AXA IM - Real Assets acquisitions, asset management and investor accounting and reporting teams.
- Assist the Fund Manager in implementing the Fund’s investment strategy having regard to market conditions, investor guidelines, and Fund performance
- Be responsible for the Fund operating model and ensure that acquisitions, disposals and Fund level inputs are accurately recorded
- Prepare key reporting deliverables to investors (real estate markets, asset management initiatives, acquisition and disposal program, real estate performance, investor presentations)
- Assist the Fund Manager and where necessary the Client Capital Group with preparing investment proposals presentations for new investment opportunities (both for investment vehicles and asset transactions) including collating research inputs, distribution and management of key stakeholders
- Support the acquisitions process with local AXA IM – Real Assets acquisitions team including the co-management of the due diligence process and the structuring of new investments
- Co-author Investment Committee papers
- Contribute to transaction cash flows (eg setting key real estate leasing assumptions, estimated disposal proceeds, analyzing incremental impact on portfolio, identifying key performance objectives)
- Support the acquisitions team in originating and negotiating third-party debt facilities for each investment
- Provide support and assistance to the Fund Manager and the investor accounting and reporting team in identifying cash requirements, drawdowns and distributions to and from investors, as well as providing regular reviews of the Fund’s liquidity position
- In conjunction with the asset management and investor accounting and reporting teams, assist processes for asset management, annual budgeting, performance management and client reporting
- Work within rigorous financial and risk management frameworks to ensure funds are managed correctly to meet regulatory and investors requirements
- Actively contribute to the company’s highly collaborative and collegiate culture with effective communication with the wider team, including heads of sectors, other fund managers and asset managers
Education/Qualifications
- Bachelors Degree required, advanced degree a plus
Experience
- 5-7 years Real Estate investment experience gained within a well-established investment house
- Experience of transacting or managing real estate assets in the key US real estate markets
Knowledge and Skills
- Good knowledge of typical lease terms, acquisitions contracts, partnership and joint venture agreements, and related property documents
- Ability to manage external legal, property, banking, corporate, and development professionals
- Able to demonstrate initiative and flexibility, whilst respecting the needs for the rigorous risk management and financial reporting procedures in place
Competencies
- Rigorous, self-motivated, team player
- Detail-oriented, reliable and trustworthy
- Organized and detailed oriented ; ability to multi-task
- Strong interpersonal and presentation skills
- Collaborative team-based approach across a multi-cultural environment for effective coordination of resources
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