VP, Investor Relations Family Office

Key responsibilities

• Keep a pulse on the Institutional, Family Office, and QP marketplace
• Develop and deploy equity raise strategies
• Ensure all prospective and current Bonaventure relationships are consistently nurtured
• Achieve and exceed equity fundraising goals for the company

What To Expect

• Partner with Bonaventure Investment and Development to build product roadmaps and go-to-market equity raise strategies for family offices, QP, and institutional investors
• Lead the firm's equity capital strategy for the private wealth channel by sourcing, structuring, and closing equity raises with family offices, QPs, and their advisors
• Identify and build relationships with investors
• Conduct market research and analysis
• Identify new opportunities where Bonaventure’s unique suite of capabilities intersect with unmet needs in the market
• Execute comprehensive equity-raise strategies
• Collaborate with the investments team to develop the core investment thesis
• Create engaging marketing materials
• Manage effective external communication with investors and target audiences
• Serve as one of the main points of contact for QPs
• Collaborate with internal teams
• Maintain strong relationships and provide updates on investment performance
• Monitor and report on market trends
• Negotiate and structure equity deals
• Present market insights and recommendations to senior management
• Identify business lines and opportunities that may align with capital sources

Requirements

• Must have FINRA Series 63 or 66 and 24 and 7 in good standing
• Bachelor's degree in finance, real estate, business administration, or a related field
• MBA or advanced degree is preferred
• Proven track record of at least 7-10 years in equity capital markets, investment banking, private equity, or a similar role within the commercial real estate sector
• Strong network of relationships with family offices, institutional investors, private equity firms, and QPs
• Exceptional negotiation, presentation, and communication skills
• Deep understanding of equity financing, capital markets, and investment structures within the real estate industry
• Ability to travel domestically in the US on a frequent basis
• Excellent financial modeling, valuation, and analytical skills
• Ability to thrive in a fast-paced, dynamic environment and manage multiple projects simultaneously
• Proactive and self-motivated with the ability to work independently and manage multiple priorities effectively
• Detail-oriented with a high level of accuracy and a commitment to meeting deadlines
• Strong leadership abilities and experience
• Familiarity with regulatory requirements and compliance in equity capital markets