Associate/Sr. Associate - Investor Relations and Capital Formation

Federal Capital Partners

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 3-5 years of work experience in investor relations, fund accounting, or fund management, ideally in commercial real estate.
  • Bachelor's degree with strong academic credentials.
  • Relevant licensure such as SIE, Series 7, 63, and 66 preferred or a willingness to obtain them.
  • Proven proficiency in commercial real estate modeling and valuation techniques.
  • Experience analyzing GAAP financial statements and financial data.
  • Strong skills in MS Office Suite, particularly PowerPoint, Excel, and Word.
  • Familiarity with Salesforce and Investran is a plus.

Responsibilities

  • Support and implement Investor Relations and Capital Formation strategies alongside senior leadership.
  • Prepare and review investor communication materials, including quarterly reports and templates.
  • Generate analytical insights that inform strategic business development decisions.
  • Lead regular reporting on capital raising efforts for senior management review.
  • Prepare essential investor due diligence documents and materials for capital raising efforts.
  • Ensure data accuracy in investor CRM systems and reporting tools through comprehensive validation.
  • Manage responses to investor inquiries and overall communication.

Benefits

  • Opportunities for direct mentorship from firm leadership and industry leaders.
  • Strong foundational training in financial and analytical skills.
  • Early career impact potential within a growing organization.
  • Collaborative and entrepreneurial work environment.
  • Opportunity for some travel.
Full Job Description
Associate/Sr. Associate role at FCP is a unique opportunity to launch a career in this sector, offering an amazing training ground that includes working directly with the firm's leadership and other industry leaders, development of core financial and analytical skills and an opportunity to make an impact early in your career.

We are currently seeking an Associate/Sr. Associate to join our Washington, DC Investor Relations and Capital Formation team.

YOUR IMPACT:

As an Associate/Sr. Associate, you will support our clients and investment decisions by:

  • Supporting the IR & Capital Formation strategy and implementing/executing strategic priorities across the platform; including working with senior IR/Capital Rasing leadership and Portfolio Management team
  • Preparing and reviewing investor communications including quarterly reporting, notifications, and inquiry templates
  • Connecting with investment and asset management teams across the platform, and generating analysis that influences business development decisions
  • Leading weekly and monthly reporting efforts on capital raising updates across products and overall platform to the IR/Capital Raising leadership for use across strategic initiatives and the determination of investor priorities, including client prospecting
  • Leading the preparation of investor due diligence and capital raising deliverables including DDQs, RFPs, RFIs, quantitative datasets, and on-site investor materials
  • Partnering cross functionally to create, proofread and format internal and external presentations
  • Overseeing the accuracy and integrity of the investor CRM and reporting related tools via thorough data validation
  • Leading the preparation of responses to investor correspondence, inquiries, and requests
  • Analyzing qualitative and quantitative information and translate into strategic deliverables
  • Overseeing the execution for the annual investor conferences, including presentation materials and event messaging
  • Overseeing the development and optimization of processes and infrastructure across the IR/Capital Formation function in collaboration with Data Management teams


YOUR QUALIFICATIONS:

  • Three to five years of relevant work experience, within an investor relations, fund accounting, or fund management capacity at an alternative investment, placement agent, or investment consulting firm. Experience in commercial real estate is preferred.
  • Bachelor's Degree with excellent academic credentials
  • SIE, Series 7, 63 and 66 preferred or willingness to obtain
  • Excellent proficiency in modeling commercial real estate principles, market analysis, and valuation
  • Ability to analyze qualitative data and quantitative information and translate and articulate ideas into strategic internal and external deliverables
  • Ability to analyze GAAP financial statements, balance sheets, income statements, and cash flow reports
  • Strong proficiency with MS PowerPoint, Excel, and Word
  • Excellent communication skills, both written and oral
  • Proficiency in Salesforce and Investran, preferred
  • Strong process and project management skills: coordination, execution, follow-up and attention to detail
  • Ambitious self-starter with strong organizational skills, attention to detail, and effective time management
  • A desire to work in a fast paced, collaborative and entrepreneurial environment
  • Ability to deliver with a sense of urgency, responding to tight deadlines and multiple demands
  • Ability to work independently and within a team
  • Ability to manage complex, cross functional projects in a professional, inclusive, deadline-driven fashion
  • Meticulous and committed to producing high-quality work
  • Willingness to work in office five days per week
  • Some travel may be required


HOW TO APPLY:

To be considered, please apply via FCP's website at https://www.fcpdc.com/contact-us/careers/.

About FCP:

FCP invests in all asset classes and provides equity, preferred equity and structured debt investments for commercial and residential real estate. The firm, based in Chevy Chase, MD, owns and manages in excess of $13 billion in assets. FCP is currently investing its sixth investment fund, a $1.1B commingled, value-add discretionary fund.

For further information on FCP, please visit https://www.fcpdc.com/

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