Director, Real Estate Investor Relations
Manulife - Los Angeles, California, United States, 90079
Work at Manulife
Overview
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Overview
Assist senior real estate leadership engrain institutional processes to client engagements broadly through pitches, onboarding, project management, capital analysis and research reporting.
Coordinate all aspects of investor experience including reporting, annual portfolio reviews, quarterly calls, Annual General Meetings, and communication processes working in partnership with investment teams, portfolio management, and each of the investment, finance/operations and legal/compliance teams.
Respond to client and prospect questions directly and help to manage data requests.Will include preparing materials for client portfolio reviews, annual meetings and investment offering materials in partnership with Private Markets team members.
Contribute to and coordinate the RFP/RFI process for real estate strategies with BDIR and the investment teams, and Private Markets Distribution Services. Participate in the content review process as a technical editor. Suggest edits for improved readability and ask for clarification where descriptions are unclear. Expand the knowledgebase by working on new content and developing new responses as needed.
Maintain a solid understanding of the existing client-side letters and strategy terms.
Help drive investor research strategy, manage and coordinate the aggregation of data for each real estate investment strategies in partnership with the investment, finance/operations and Private Markets team members.
Supervising the organization of and updates to the virtual data rooms for capital formation. Salesforce CRM responsibilities include contributing to database updates, maintaining opportunity tracking, running queries, and inputting client information.
Assist in marketing strategy design and execution, including but not limited to, the coordination of mailings, email communications and distribution lists with BDIR and Private Markets Marketing.
Support the development and implementation of systems, processes and controls to support the global data management process.
Assist with strategic capital raising and capital management initiatives as well as frequent ad hoc requests as needed.
Required Qualifications: Bachelor’s degree with a major in business, finance, with a preference for an MBA, CFA, CAIA or working towards one of these degrees/designations.
Minimum of 5-7 years’ experience within investment management including direct client service and engagement, and marketing support responsibility. Knowledge of alternative asset classes, with a desire for understanding of real estate debt, equity and investment management.
A firm grasp of investment strategy and financial analysis and genuine curiosity about real estate is highly desirable.
Strong analytical skills with ability to manage and manipulate data.
Experience with an RFP, Consultant Database, Marketing, Operations, Product or Compliance team preferred.With an attention to detail, comfortable editing written pieces for readability, style and grammar.
Strong organizational and project management skills commensurate with prioritizing, managing and completing multiple projects and deadlines concurrently. Detail oriented and creative.
Willing to approach problem solving with openness and an understanding of others’ perspectives with the goal of working towards an effective solution.A team-oriented style - assisting peers on an as-needed basis to smooth out workloads, as well as chipping in to overall real estate projects
Flexible work attitude: rearranging priorities as required.
Ability to travel within the US and internationally.
Willingness to obtain Series 7 and Series 63 licensing
When you join our team: We’ll empower you to learn and grow the career you want.
We’ll recognize and support you in a flexible environment where well-being and inclusion are more than just words.
As part of our global team, we’ll support you in shaping the future you want to see.
#LI-WAM 關於宏利和恒康 宏利金融公司是一家業界領先的國際金融服務商,致力於幫助人們實現「輕鬆投資理財,樂享豐盛人生」。若要進一步了解我們,請瀏覽
https://www.manulifeim.com/institutional/tw/en
. 宏利是平等機會僱主 在宏利/恒康,我們擁抱多元。我們致力於吸引、培養及挽留和所服務客戶同樣多元的員工,並從而營造包容的工作環境,接納文化和個體差異。我們矢志維持公平的招聘、挽留、晉升及薪酬制度,我們管理的所有實踐及項目不會因種族、血統、原籍地、膚色、族裔、國籍、宗教或宗教信仰、信仰、性別(包括懷孕及其相關情況)、性取向、遺傳特徵、退伍軍人身份、性別認同、性別表達、年齡、婚姻狀況、家庭狀況、殘疾或受適用法律保護的任何其他因素而區別對待。 我們的首要任務是消除障礙,為員工提供平等就業機會。人力資源部代表將盡力為應徵過程中提出要求的申請人提供合理協助。申請人要求提供協助所分享的信息將會按照適用法律及宏利/恒康政策儲存及使用。應徵過程中如需協助,請聯絡
recruitment@manulife.com
。 Referenced Salary Location Los Angeles, California
Working Arrangement 混合式
Salary range is expected to be between $168,000.00 USD - $288,000.00 USD
If you are applying for this role outside of the primary location, please contact
recruitment@manulife.com
for the salary range for your location. The actual salary will vary depending on local market conditions, geography and relevant job-related factors such as knowledge, skills, qualifications, experience, and education/training. Employees also have the opportunity to participate in incentive programs and earn incentive compensation tied to business and individual performance. Manulife/John Hancock offers eligible employees a wide array of customizable benefits, including health, dental, mental health, vision, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans. We also offer eligible employees various retirement savings plans (including pension/401(k) savings plans and a global share ownership plan with employer matching contributions) and financial education and counseling resources. Our generous paid time off program in the U.S. includes up to 11 paid holidays, 3 personal days, 150
hours of vacation, and 40 hours of sick time (or more where required by law) each year, and we offer the full range of statutory leaves of absence. Know Your Rights
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Family & Medical Leave
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Employee Polygraph Protection
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Right to Work
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E-Verify
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Pay Transparency Company: John Hancock Life Insurance Company (U.S.A.) #J-18808-Ljbffr