Investment Associate

Position Summary

TIG is seeking an Associate to join its Capital Markets team. The Capital Markets team is responsible for fundraising, investor relations and business / product development across all TIG’s investment strategies ranging from core to value-add. This position will be given a broad range of responsibilities, which should provide valuable growth opportunities through a better understanding of the investment management business and it sponsored vehicles.

Position Essential Functions

• Work with Global Head of Capital Markets and Head of Business Development IR to create a fundraising plan for the full suite of sponsored strategies and investment products.
• Help identify and research prospective institutional and private capital investors; maintain an investor prospect database.
• Aid in preparing briefing memos and background research ahead of investor meetings. Join meetings, take detailed notes, and support follow-up efforts, including drafting recap emails and action items.
• Create and maintain marketing collateral inclusive of presentations, fact sheets and quarterly reports communicating the value proposition of investing with Transwestern as a fiduciary.
• Cook with internal teams (asset management, investments) to ensure consistency in reporting, compliance with regulatory requirements and accuracy of information.
• Maintain the Customer Relationship Management system: keeping accurate contact information, documenting interactions and fundraise status.
• Aid in coordinating with internal teams to respond to RFPs, DDQs, special projects and ad hoc data requests.
• Support the preparation and distribution of quarterly investor letters and fund performance updates.
• Aid in managing the virtual data rooms for each TIG sponsored investment offering, ensuring timely uploads of key documents and accessibility by investor prospects.
• Aid in organizing investor webinars, annual investor meetings, and other events.
• Aid in benchmarking fund performance against industry peers and providing competitive analysis.

Position Requirements

• An undergraduate degree is required.
• Private real estate fundraising and marketing experience preferred.
• Knowledge of Juniper Square (preferred) or comparable CRM databases, Powerpoint, Excel and Word, with a strong emphasis on Powerpoint presentation capabilities.
• Excellent leadership and interpersonal skills, including the ability to inspire others on the team to consistently meet high standards.
• Strong attention to detail; Ability to find solutions to problems and clear hurdles.
• Strong organizational skills and ability to deliver on short deadlines.
• Displays a positive, can-do attitude and professional manner, exhibiting respectfulness and behavior consistent with the company’s core values.
• Works well in a company with a culture emphasizing a collegial, team-oriented environment.
• Has the ability to interact and communicate effectively up, down and across the organization, strong oral and written communication skills for interaction with investors/external stakeholders.
• Demonstrated self-motivator with the ability to multi-task and prioritize multiple projects in varying stages.
• Displays a proactive approach in solutions and problem solving.
• Preferred 5-7 years of experience.

About Us

Transwestern’s Guiding Principles are woven into the fabric of our firm and underscore the value of each individual team member. We embrace inclusion – not only as the right thing to do, but as a reflection of who we are. It is our responsibility and heartfelt desire to create an environment that elevates the human spirit and brings out the best in everyone. Different backgrounds, life experiences and cultures shape our individual perspectives and ultimately generate the best results for our clients. Strategic human capital planning combined with development initiatives foster a work environment that celebrates uniqueness and champions the achievements attained through collaboration.