AVP, Capital Markets

Company Overview

Berkshire Residential Investments is a people-first real estate investment company who values not only the impact we make as a company, but the time we spend together in our high-performing teams. We value individual skills and perspectives to allow us to best serve our employees, investors, residents, and other stakeholders.

If you’re interested in a workplace where everyone feels empowered to bring their full, authentic selves to work each day, come join our talented and growing team at Berkshire Residential Investments. Our environment of entrepreneurial spirit, culture of expertise and our people-first approach will allow you to thrive while continuing to grow in your career.

Position Summary

The Assistant Vice President, Capital Markets will be responsible for all designated tasks in support of the group's product development, capital raising and client servicing efforts for Berkshire's Multifamily Investment businesses.

Responsibilities include, but are not limited to:

Support new product development and corporate growth strategy

• internal product approval memos, business plans and Board of Directors presentations for different product initiatives
• with the compilation of industry and competitive research, including assessment of market terms and conditions
• with product structuring and understanding legal and tax issues
• the production of Private Placement Memorandums
• fund model outputs and effectively communicate results with prospective investors
• and price potential M&A activity and other inorganic growth opportunities

Support capital raising and client servicing efforts for a range of products

• the completion of due diligence questionnaire requests and RFPs
• edit and update marketing materials
• and update key corporate statistics and track record information
• with preparation for investor meetings and site visits
• with the completion of investor and consultant information requests
• and maintain online data rooms for prospective investors
• with other Berkshire teams to collect data and information for prospective investors
• and leverage the team’s CRM to track prospective investor communications and assess the composition of Berkshire’s investor base

Internal support for Business Development initiatives

• and collaborate with other Business Development team members
• prepare internal capital markets updates
• in the completion of strategic area plans
• demonstrate use of tact and discretion

Knowledge/Experience:

• of 5 years of experience in real estate investment management
• banking, real estate private equity or institutional real estate consulting background a plus
• analytical and Excel modeling skills
• with CRM software
• to work independently, handle multiple priorities and apply good judgment
• energetic, team player with a strong work ethic and commitment to excellence
• to work effectively with Berkshire employees and other professionals
• broad knowledge base and “big picture” strategic thinking
• self-confidence with senior management
• mature conduct in high pressure and sensitive situations
• interest in a real estate investment management career
• management skills with track record of building teams and identifying, mentoring, and growing talent in-person and virtual
• for organizing, prioritizing, and managing multiple priorities, using critical thinking and problem solving
• multi-modal communication style that reaches every stakeholder, specifically excellent verbal and written communication
• working style with inclusive work and thinking behaviors, commitment to excellence in teams and work product, with a strong work ethic
• and willingness to adopt new systems and processes
• emotional intelligence in high pressure and sensitive situations
• to see, analyze and understand business dealings in terms of the overall business plan
• patience, and perseverance to work with business deals from beginning to end of process
• the Berkshire employment brand well to candidates by seeking to understand the capabilities and insights of people with unique backgrounds, cultures, styles, and abilities
• confidentiality of sensitive information and communications of information
• productive working relationships with all team members including internal clients and external third parties
• high level of ethics and integrity with a straightforward and honest approach

Technical/Educational Requirements:

• advanced Excel and PowerPoint skills required
• ability to use and learn new technology (e.g., computers/hardware, mobile, software, cloud-based programs)
• with computers, keyboards, monitors and telephone headsets.
• in remainder of Microsoft Suite of Products (e.g., Word, Outlook, Teams,)

Berkshire Residential offers an excellent benefits package, focusing on our employees’ total health and wellness. We offer programs and incentives that promote physical, mental, financial, and behavioral wellbeing both within and beyond our workplace. Please visit our Careers page for full details – and to learn more about how we value our employees.

Berkshire Residential values diversity, equity, inclusion and belonging. Berkshire is committed to providing equal opportunity in all practices, including employees and applicants for employment. We ensure that decisions affecting employees are made without regard to their race, color, creed, national origin, age, disability, gender, gender identity, sexual orientation, or any other protected status.