Career Opportunities at Sagard
Associate, Investor Relations & Capital Formation (Real Estate)
Career Opportunities at Sagard, Denver, Colorado, United States, 80285
About the Company
Sagard Real Estate is a real estate investment advisor and operator providing investment management services throughout the U.S. including acquisitions, asset management, development and property management for our investors. With $5.3B in assets under management, our clients invest through separately managed accounts and commingled funds.
Sagard Real Estate is based in Denver with regional offices in New York City, Charlotte, Los Angeles, San Francisco and Austin metro areas.
This role is performed onsite and located in Denver, Colorado.
Hybrid scheduling is available . About the Role The
Associate, Investor Relations & Capital Formation
role reports to the Senior Director, Investor Relations & Capital Formation and will play a critical part in managing investor relationships, supporting fundraising initiatives, and leading key strategic projects that drive capital formation. The ideal candidate will bring a blend of marketing, client relations, and analytical skills, combined with the ability to collaborate across teams and manage complex processes. Key Job Duties Fundraising & Investor Engagement : Collaborate with the senior leadership team to support and manage the fundraising process. Coordinate and participate in meetings with existing and prospective investors alongside investment professionals. Be the primary point of contact for investor inquiries, delivering timely, accurate, and professional responses. Marketing & Communications : Produce and distribute high-quality presentation decks, investor updates, and marketing materials. Assist with public relations efforts and marketing initiatives to strengthen brand visibility and investor communication. Lead the creation and management of content for investor outreach and capital formation campaigns. Reporting & Compliance : Manage quarterly reporting processes for open-end funds. Facilitate due diligence efforts, including responding to DDQs, RFPs, and other related fund documentation requests. Partner with legal and compliance teams to execute subscription and redemption processes seamlessly. Strategic Initiatives : Lead and contribute to strategic projects that advance the Investor Relations (IR) and Capital Formation functions. Collaborate cross-functionally with investment, operations, and marketing teams to improve processes and investor engagement. Education and Experience Required Bachelor’s degree in Business, Finance, Marketing, or a related field. Minimum 3 years of experience in marketing, investor relations, client relations, or a related role. Basic understanding of investment concepts, financial markets, and fund structures. Knowledge, Skills, and Abilities Technical & Professional Skills : Strong proficiency in Microsoft PowerPoint and Excel; ability to design and structure compelling investor presentations. Experience with CRM systems to track investor interactions and manage communications. Familiarity with AI tools such as ChatGPT for content development and productivity enhancement preferred. Graphic design or visual storytelling skills are a strong plus. Personal Attributes : Exceptional communication and relationship management skills with a client-first mindset. Highly organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment. Proactive, resourceful, and a strong collaborator who thrives in a team-oriented culture. Starting Base Salary Range:
$85,000 to $105,000 Annually (USD) Employee benefits include: Flexible Time Off 401k Matching Program Competitive Medical, Dental and Vision plus FSA and HSA options Paid Caregiver Leave Benefits Commuter Pre-Tax Savings Program (Parking and Mass Transit) College Tuition and Continuing Education Reimbursement Mentorship and Leadership Development Opportunities Paid Social and Engagement Events Throughout the Year And More Sagard’s Commitment to Diversity and Inclusion
is evident and continuously showcased from dedicated workgroup efforts and programming for recruitment, inclusive culture, retention, and training initiatives throughout our organization. Sagard’s Commitment to Applicants
is evident with no discrimination in our recruitment process due to race, color, disability, creed, gender, sexual orientation, gender identification, age, religion, national origin, citizenship, marital status, veteran status, or any protected category by local, state or federal laws.
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Hybrid scheduling is available . About the Role The
Associate, Investor Relations & Capital Formation
role reports to the Senior Director, Investor Relations & Capital Formation and will play a critical part in managing investor relationships, supporting fundraising initiatives, and leading key strategic projects that drive capital formation. The ideal candidate will bring a blend of marketing, client relations, and analytical skills, combined with the ability to collaborate across teams and manage complex processes. Key Job Duties Fundraising & Investor Engagement : Collaborate with the senior leadership team to support and manage the fundraising process. Coordinate and participate in meetings with existing and prospective investors alongside investment professionals. Be the primary point of contact for investor inquiries, delivering timely, accurate, and professional responses. Marketing & Communications : Produce and distribute high-quality presentation decks, investor updates, and marketing materials. Assist with public relations efforts and marketing initiatives to strengthen brand visibility and investor communication. Lead the creation and management of content for investor outreach and capital formation campaigns. Reporting & Compliance : Manage quarterly reporting processes for open-end funds. Facilitate due diligence efforts, including responding to DDQs, RFPs, and other related fund documentation requests. Partner with legal and compliance teams to execute subscription and redemption processes seamlessly. Strategic Initiatives : Lead and contribute to strategic projects that advance the Investor Relations (IR) and Capital Formation functions. Collaborate cross-functionally with investment, operations, and marketing teams to improve processes and investor engagement. Education and Experience Required Bachelor’s degree in Business, Finance, Marketing, or a related field. Minimum 3 years of experience in marketing, investor relations, client relations, or a related role. Basic understanding of investment concepts, financial markets, and fund structures. Knowledge, Skills, and Abilities Technical & Professional Skills : Strong proficiency in Microsoft PowerPoint and Excel; ability to design and structure compelling investor presentations. Experience with CRM systems to track investor interactions and manage communications. Familiarity with AI tools such as ChatGPT for content development and productivity enhancement preferred. Graphic design or visual storytelling skills are a strong plus. Personal Attributes : Exceptional communication and relationship management skills with a client-first mindset. Highly organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment. Proactive, resourceful, and a strong collaborator who thrives in a team-oriented culture. Starting Base Salary Range:
$85,000 to $105,000 Annually (USD) Employee benefits include: Flexible Time Off 401k Matching Program Competitive Medical, Dental and Vision plus FSA and HSA options Paid Caregiver Leave Benefits Commuter Pre-Tax Savings Program (Parking and Mass Transit) College Tuition and Continuing Education Reimbursement Mentorship and Leadership Development Opportunities Paid Social and Engagement Events Throughout the Year And More Sagard’s Commitment to Diversity and Inclusion
is evident and continuously showcased from dedicated workgroup efforts and programming for recruitment, inclusive culture, retention, and training initiatives throughout our organization. Sagard’s Commitment to Applicants
is evident with no discrimination in our recruitment process due to race, color, disability, creed, gender, sexual orientation, gender identification, age, religion, national origin, citizenship, marital status, veteran status, or any protected category by local, state or federal laws.
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