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Associate – Real Estate Private Capital

Westmount Realty Capital

Alternative Investments Asset Class Agnostic

Dallas, TX

Salary Estimate: Confidential

Employment Type: Full Time

Work Place: Office

Experience Required: 2+ to 5 years

Education Required: 4 Year College

Job Description

COMPANY
Westmount Realty Capital, LLC, a Dallas-based, privately held commercial real estate development and investment management company with exceptional performance specializing in value-add and opportunistic real estate investments. With an entrepreneurial spirit and proven 30-year track record across several market cycles Westmount has steadily built up a portfolio of over 13 million square feet of industrial and office properties and nearly 3,700 multifamily units nationwide.

OPPORTUNITY

Westmount is well-positioned and capitalized to expand its aggressive acquisition program, and is seeking an Associate – Private Capital. In this position you will be a key member of the private capital team assisting in raising equity capital for our projects from RIAs, fee only financial planners and high net worth investors.

KEY RESPONSIBILITIES / DUTIES

The activities listed here are not all-inclusive; rather, they indicate the types of activities normally performed by this position. The successful candidate will be able to demonstrate core competencies in the following areas:

Analysis of new investment opportunities
Creation of highlight sheets, pitch decks other marketing materials as needed.
Preparation of presentations to various audiences
Work with databases and Salesforce to identify and reach out to prospective equity partners.
Maintaining activities in Salesforce.
Raise equity capital for each of our projects.
Develop and execute a detailed sales plan and achieve or exceed sales quota.
Prioritize new opportunities and engage clients proactively on a daily basis.
Manage a sales pipeline and monthly sales forecast and track activities within CRM application.
Assist in preparation of investment memorandums.
Analyze pro-forma assumptions.
Performing market research on upcoming deals.
Various ad-hoc projects in support of the firm’s efforts.
Have or obtain a Series 65 or Series 66 FINRA license.
Assisting the Director – Private Capital as needed.

QUALIFICATIONS

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

EDUCATION and EXPERIENCE

BS or BA in Business, Finance, Real Estate or related field.
2-5+ years of previous capital markets experience, previous experience within the independent RIA market with key contacts may be substituted for specific industry experience.
An understanding of, and demonstrated experience in, areas of real estate finance, property valuation and equity investment analysis.
An understanding of, and demonstrated experience in, areas of industrial, office and multi-family
Must have a quantifiable track record in business development.

COMMUNICATION SKILLS

Excellent written and verbal communication skills.
Strong organizational and analytical skills.
Ability to effectively present information.
Ability to respond effectively to sensitive issues.
Must have developed relationships and the proven ability to further develop, cultivate and manage high quality relationships with equity partners, RIAs, Fee-only financial planners, High Net Worth investors.
Must work well in a multi-functional collaborative environment and demonstrate a strong work ethic and committed client service.

REASONING ABILITY

Ability to comprehend, analyze, and interpret complex legal and financial documents necessary to communicate with clients.
Ability to solve problems.
Requires advanced analytical and quantitative skills.

OTHER SKILLS and/or ABILITIES

Intermediate to advanced skills with Microsoft Office Suite.
Advanced knowledge of Excel
Self-starter” with the ability to prioritize workflow and meet demanding deadlines in a fast-paced environment.
High attention to detail.
Outstanding interpersonal and communication skills