VP or SVP Foundry Investment Management - Flexible with location

Foundry Commercial

Dallas, TX

Salary Estimate: $175,000.00 - $199,999.00

Employment Type: Full Time

Work Place: Office, Hybrid

Experience Required: 5+ to 7 years

Education Required: 4 Year College

Job Description

Summary: SVP or VP (depending on experience), Foundry Investment Management is ideal for someone with “in-office” experience completing institutional investor RFPs/DDQs, managing Juniper Square activities and desires to expand their personal opportunity set now into direct fundraising, consultant relations, investor relations and business development. We see this as a hybrid role as this person trains and manages our analysts/associates in the “in-office” functions. Ideally this person is located around one of our offices in Orlando, Boca Raton, Dallas, or Atlanta. We are also willing to consider candidates in Nashville, Charlotte, and Los Angeles. 

Job Description:

We are currently seeking a Senior Vice President or Vice President within our investment management team with 4-7 years of experience in fundraising, CRM systems such as Juniper Square, due diligence questionnaires, and request for proposal responses to join our team. In this role, you will play a key role in (1) fundraising, (2) consultant relations, (3) investor relations, and (4) business development. This is a hybrid role split between direct fundraising and client-facing activities and in-office fundraising support (RFPs, DDQs) for our investment management activities.  This role will report directly to the Managing Director, Foundry Investment Management.

Essential Job Functions:
  • Serve as an active contributing member of the Foundry Investment Management team shaping platform initiatives.
  • Develop and implement fundraising strategies to raise capital for investment opportunities.
  • Cultivate and maintain relationships with existing and potential investors.
  • Prepare marketing materials and presentations to showcase investment opportunities.
  • Coordinate fundraising events and investor meetings.
  • Monitor and report on fundraising goals and progress.
  • Proven track record of successfully raising capital for investment projects
  • Prepare quarterly and annual client reports and review property budgets/business plans.
  • Prepare and deliver materials for ongoing investor correspondence and performance analysis, including investor pitchbooks, quarterly investor questionnaires and data requests such as projected cash flows and historical performance.
  • Utilize CRM systems such as Juniper Square to manage investor relationships and fundraising activities.
  • Prepare due diligence questionnaires and complete responses for fundraising proposals both directly and managerially training our team of associates and analysts.
  • Analyze data to inform fundraising strategies and identify potential investors
  • Assist in coordinating fundraising events and investor meetings
  • Collaborate with the team to develop marketing materials and presentations
  • Develop positive working relationships both internally and externally; be an active participant in local industry organizations and a Foundry ambassador in your local real estate community.
Supervisory Responsibilities:
  • Partial supervisory responsibility for 1-2 analysts or associates dedicated to our investment management team.
Work Experience / Knowledge:
  • 4-7 years of institutional real estate fund raising, investor relations, consultant relations, due diligence questionnaire (DDQs), request for proposals (RFPs) and/or Juniper Square platform experience.
  • A demonstrated track record of fundraising results.
Required Attributes:
  • The right candidate will be a confident, dynamic, and sophisticated real estate professional with a thorough understanding of institutional real estate, significant experience within the fund raising, consultant relations and investor relations environment.
  • Compatibility with Foundry entrepreneurial and highly collaborative team structure.
  • Strong understanding of fundraising best practices and investor communication.
  • Excellent verbal, written and interpersonal communication skills.
  • Effective organizational and time management skills.
  • Excellent networking and relationship-building skills
  • Solutions and results oriented.
  • Creative and innovative.
  • Intellectually curious.
  • Highly self-motivated, confident, and driven.
  • Ability to work effectively in a fast-moving yet collegial environment.
  • Strong intellect and strategic thinker with solid quantitative, financial, and analytical skills.
  • Impeccable integrity, trustworthiness, and reputation within the real estate industry.
  • Ability to function both in a team-oriented setting, and independently.
  • Understand how the institutional real estate business functions within the context of the private real estate market
Education:
  • Bachelor’s degree in real estate, finance, business, accounting, economics or related area. Must have strong academic credentials.
  • Advanced degree such as MBA or MSRED is preferred.
Software Applications/Experience:
  • Strong computer skills, including competency with Microsoft Office products
  • Juniper Square experience strongly preferred.
Foundry Commercial is an Equal Opportunity Employer
Foundry Commercial is an equal opportunity employer and makes employment decisions on the basis of merit. We want to have the best available person in every job. It is the policy of Foundry Commercial to grant equal employment opportunities to all qualified persons without regard to race, color, creed, sex, religion, age, national origin, marital status, sexual orientation, citizenship, physical or mental disability that does not prohibit performance of essential job functions, veteran's status, or any other conditions or identifications against which discrimination is prohibited.





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