Capital Raising and Investor Relations

Location: US - NY - NEW YORK - 888 7TH AVENUE

At Barings, we are as invested in our associates as we are in our clients. We recognize those who work diligently for us and reward them for personal and professional integrity, communication skills, distinct competencies and expertise in specific strategies, ability to collaborate as a team member and true dedication to the interests of our clients.

We thank you for your interest in joining the Barings team, and invite you to explore our current employment opportunities.

Title: Associate

Department: Capital Raising and Investor Relations

Manager: Pam Yu, Managing Director

Location: Chevy Chase, MD

Status: Exempt/Full-time

The primary role of the Associate is to provide essential support to the Capital Raising/Investor Relations team. This position involves coordinating with various stakeholders across multiple offices and time zones.

Responsibilities

• Support fundraising activities including the preparation of marketingmaterials prior to a fundraising launch (including private placement memoranda, competitor information, prospect pipelines), and maintaining a working knowledge of relevant fund documents.
• Prepare and maintain presentation materials, including pitchbooks, teasers, and case studies, for new and existing vehicles, including funds, separate accounts, and co-investment opportunities.
• Prepare briefing notes by utilizing various research tools and databases prior to investor meetings.
• Keep meeting notes during investor calls/meetings and coordinate follow-up materials for distribution.
• Assist in investor diligence processes by completing Due Diligence Questionnaires (DDQ), Request for Proposals (RFP), and responding to ad-hoc diligence requests.
• Contribute to the maintenance of the CRM database (Juniper Square) to assist with tracking and next steps.
• Maintain the data rooms, granting access and sending credentials to investors.
• Prepare quarterly investor reports and asset summaries by liaising closely with the acquisitions, asset management, finance and accounting departments.
• Complete recurring reporting deliverables and respond to inbound inquiries from prospective and existing investors and consultants.
• Confirm all figures and responses for external distribution are accurate
• Provide support for the annual investor conference and other LP/partner virtual and in-person events.
• Support compliance objectives by liaising with the legal and compliance departments.
• Complete additional tasks and special projects as needed.

Required Education and Experience

• 2+ years of relevant experience in real estate, investment management, consulting, or investment banking.

Experience in investor relations at an alternative investment firm or an alternative investment placement firm is preferred.

• Bachelor’s Degree.

Additional Qualifications

• Advanced Microsoft Office skills (including Excel, PowerPoint, Word).
• Experience with Salesforce, Juniper Square, Loopio or a similar client relationship management (CRM) tool preferred.

• Outstanding written and oral communication skills.
• Excellent organization skills and the ability to effectively maintain databases, keep accurate project to-do lists, and follow up with internal and external constituents.
• Ability to manage across time zones in order to retrieve and disseminate information, plan meetings and calls, and assist with contacting investors.
• Demonstrated proficiency in anticipating requests/needs and meeting set deadlines.

• Self-driven, with an ability to work well under pressure and manage shifting priorities.
• Experience exercising independent judgment and discretion, and the ability to perform work autonomously with little direct supervision.
• Detail oriented.
• Ability to travel as required.
• Ability to work extended hours as requested.

Competencies

Technical Capacity

Business Acumen

Communication Proficiency

Ethical Conduct

Problem Solving/Analysis

Strategic Thinking

Personal Effectiveness/Credibility

Customer/Client Focus

Project Management

Time Management

Attention to Detail

Supervisory Responsibility

This position has no direct supervisory responsibilities.

Work Environment

This position operates in a professional office environment.

Physical Demands

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. While performing the duties of this job, the employee is regularly required to see, talk, and hear. This is largely a sedentary role; however, walking, standing, reaching, bending, and lifting objects is periodically required. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Position Type/Expected Hours of Work

This is a full-time, FLSA-exempt position requiring a minimum of 40 hours per week during standard business hours. Additional work outside of standard business hours is also required.

Travel

This position requires occasional out of state overnight travel to other office locations, client sites, and conferences.

Other Duties

Please note this job description is not designed to cover or contain a comprehensive listing of activities, duties or responsibilities that are required of the employee for this job. Duties, responsibilities and activities may change at any time with or without notice.

EEO Statement

It is the policy of Artemis Real Estate Partners to provide equal employment opportunity (EEO) to all persons regardless of age, color, national origin, citizenship status, physical or mental disability, race, religion, creed, gender, sex, sexual orientation, gender identity and/or expression, genetic information, marital status, status with regard to public assistance, veteran status, or any other characteristic protected by federal, state or local law. In addition, Artemis Real Estate Partners will provide reasonable accommodations for qualified individuals with disabilities.

Requisite Skills

Additional Skills

Barings is an Equal Employment Opportunity employer; Minority/Female/Age/Sexual Orientation/Gender Identity/Individual with Disability/Protected Veteran. We welcome all persons to apply.

Barings offers a comprehensive benefits package including

CORE BENEFITS & WELLNESS

Medical (including Virtual Care), Prescription, Dental, and Vision Coverage

Fitness Center Reimbursement Program (Including Online Memberships)

Employee Assistance Program (EAP)

Fertility Benefits

FINANCIAL WELL-BEING

• Highly competitive 401(k) Plan with Company Match
• Health Savings Account (HSA) with Company Contributions
• Flexible Spending Accounts (FSA) - Health Care & Dependent Care

Retirement Health Reimbursement Account

LIFE INSURANCE

Basic and Supplemental Life Insurance

Spouse and Child Life Insurance

TIME OFF, DISABILITY AND LEAVE OF ABSENCE

• Paid Vacation, Sick Days and Annual Holidays
• Paid Leave of Absences (Maternity Leave, Parental Leave, Caregiver Leave, Bereavement Time)
• Short and Long Term Disability Plans

Paid Volunteer Time

OTHER BENEFITS

Education Assistance Program

Charitable Matching Gifts Program

Commuter Reimbursement Program

Adoption and Surrogacy Reimbursement Program