Client Coordinator, Capital Strategies & Formation SF

San Francisco, CA - USA

Monthly Salary: Not Disclosed

Posted on: 15 hours ago

Vacancies: 1 Vacancy

Job Summary

Company BackgroundFounded in 1993 DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco with offices in Los Angeles Menlo Park Cambridge Washington DC Austin and New York City. Known for our long-standing relationships and track record of success in innovation markets DivcoWest combines entrepreneurial spirit with an institutional aims to create environments that inspire ingenuity promote growth and enhance the health happiness and well-being of all people. A disciplined code of ethics is at the core of all that we do. We believe that the collective energy of a diverse team is what drives our creative ideas and Capital Strategies & Formation (CSF) team at DivcoWest is responsible for all institutional fundraising activity management of existing institutional partnerships and development of new strategic capital initiatives. The team also engages across the firms programmatic separate accounts co-investments and deal-specific capital opportunities working closely with the Investment and Portfolio Management teams. As the Client Coordinator youll help the CSF team by ensuring investors receive exceptional order to do so you will be the air traffic controller of your team responsible for a variety of administrative operational and project management activities. You will help project manage multiple initiatives coordinate directly with clients / prospects and internal stakeholders be a first point of contact for investor requests and plan investor-related meetings and events. The Client Coordinator must be highly organized detail-oriented calm under pressure and great at time management. They must communicate professionally enjoy problem solving and thrive in a dynamic relationship-driven environment. This role requires 5 days in office at our San Francisco CA candidates should send their resumes to Responsibilities Serve as a primary contact for client and prospect inquiries ensuring high-quality responsive and professional service Collaborate with relationship managers to execute investor-related meetings and events translating relationship managers visions into organized actionable plans Prepare necessary materials for investor meetings and events such as agendas background information and biographies for various formats including calls onsite visits and roadshows Synthesize meeting takeaways and track progress to drive efficient task management Maintain and update internal databases housed within Teams Juniper Square and Salesforce to support team and departmental efficiency Drive execution of teams objectives by ensuring the team has receives or shares clear project timelines and expectations Engage in cross-functional projects aimed at enhancing departmental effectivenessOpportunity Serve as a key point of contact and be at the forefront of client interaction with the worlds largest most sophisticated investors Play a pivotal role in the seamless execution of operational and capital formation strategies Contribute to and learn from high-stakes projects with a direct impact on business growth Collaborate with a diverse group of professionals dedicated to continuous improvement and excellenceQualifications 5-8 years of experience preferred Excellent leadership and client service skills with the ability to work both independently and as part of a team within a dynamic environment Enjoy problem solving using logic and common sense to develop practical solutions Willing and able to anticipate the needs of others Demonstrate an innate curiosity and tendency to thrive on learning Familiar with Microsoft Office suite or similar systems experience preferred Knowledge of general accounting and building / property operations Ability to multi-task work effectively under pressure and prioritize and manage time and workload to meet client needs A desire to work within a diverse collaborative and professional environmentThe person in this position must be able to: Remain in a stationary position for 75% of the time working on a computer and attending virtual meetings Occasionally move about the office to access file cabinets office technology and attend meetings $115000-$135000 Annual bonus opportunity Full benefits 401(k) Flexible vacation policy Weekly lunch stipendDivco West Services LLC (Company) an equal opportunity employer is committed to equal opportunity for all employees and applicants. The Company recruits hires trains promotes pays and administers all personnel actions without regard to race color religion sex (including pregnancy childbirth and medical conditions related to pregnancy childbirth or breastfeeding) sex stereotyping (including assumptions about a persons appearance or behavior gender roles gender expression or gender identity) gender gender identity gender expression national origin age mental or physical disability ancestry medical condition marital status military or veteran status citizenship status sexual orientation genetic information or any other status protected by applicable law. We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses. Pursuant to the San Francisco Fair Chance Ordinance we will consider for employment qualified applicants with arrest and conviction records. Please review our company Privacy Policy regarding the use of any personal information you provide us at: policy applies to all areas of employment including recruitment testing screening hiring selection for training upgrading transfer demotion layoff discipline termination compensation benefits and all other privileges terms and conditions of employment. This policy and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status outlined above.

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