Vice President, Investor Relations

About Prime Finance

Prime Finance, founded in 2008, is a well-established, diversified commercial real estate credit investment platform with more than $15 billion in assets under management. Prime Finance has two primary lending strategies that structure financing solutions ranging in size from $10 to $200+ million with teams in San Francisco, Chicago, and New York that originate loans and provide capital across the commercial real estate spectrum. In addition to our lending programs, Prime Finance is an active investor in investment grade and below-investment grade CMBS both at original issuance and on the secondary market.

Job Summary

The selected candidate will play a vital role in enabling the capital raising process for Prime Finance’s range of real estate debt funds. The Vice President will serve as a leader on the Investor Relationships team managing the disciplined execution of fundraising priorities, including: investor diligence, marketing materials, fundraising processes, CRM, investor events, fund launches, and closings.

The Investor Relationships Team is responsible for all aspects of investor-related marketing, capital, and strategy formation. This role will have deep and extensive exposure to one of the nation’s premier institutional real estate finance companies, as well as a wide array of sophisticated investors.

This is a fundraising enablement and execution role rather than a traditional capital-raising position. The role is best suited for someone motivated by building the processes, materials, and team infrastructure that support successful fundraising and ensuring investors receive the high-touch assistance they need to complete their diligence. The role will work closely with the Director of Investor Relationships and will take substantial ownership of the team's daily workflow, including designing workflows and processes, directing junior team members, reviewing work product, managing deadlines, coordinating with other teams, and independently resolving execution issues.

The successful candidate will combine exceptional project management, team development, high-quality written and verbal communication skills, and client services with the ability to lead others.

Essential Functions

Lead the team’s fundraising activity management and diligence efforts in partnership with the Director, Investor Relationships, including: analyzing prospects, coordinating investor meetings, performing and cataloging investor research, and maintaining complete activity and meeting records. Establish priorities, assign ownership, monitor execution and ensure disciplined tracking of investor interactions, and fundraising outcomes

Anticipate upcoming fundraising, diligence, investor communication, and event activity; proactively allocate resources, balance team capacity, identify execution risks, and develop plans to meet future business needs.

Oversee the execution of investor events, including ensuring that coordination of logistics and development of custom presentation materials and content meet the firm standards; ensure a positive investor experience

Work with internal stakeholders and external designers to develop and oversee marketing and fundraising materials that align messaging with firm strategy, investor expectations, and the competitive global fundraising landscape

Manage the team’s overall workload across fundraising, investor diligence, investor communications, events, recurring deliverables and special projects, including request intake, prioritization, capacity planning, work assignment, deadline management and escalation of execution risks. Collaborate within the Investor Relationships and internal teams to coordinate the development of new product materials, and maintenance of the internal due diligence questionnaire

Ensure distribution of PPMs and other marketing materials is properly documented and tracked in accordance with regulatory requirements, as applicable

Act as the final quality reviewer and approval for all routine teamwork products, including investor-facing materials, diligence responses, marketing collateral and recurring deliverables. Ensure accuracy, completeness, quality, consistency, strategic relevance, and adherence to firm standards,

Design and implement workflows and processes that improve accuracy, efficiency, accountability, and consistency across the Investor Relationships function

Oversee the integrity and maintenance of investor CRM data

Build, lead, and develop a high-performing team by setting clear expectations, fostering accountability, and creating an environment where individuals can do their best work

Act as the strategic bridge between Investor Relationships and other internal teams; establishing and communicating workflow processes that ensure accuracy and accountability

Act as the project manager for cross-functional initiatives and strategic projects, ensuring clear ownership, stakeholder alignment, visibility into progress, and successful execution

Qualifications

Bachelor’s Degree in business, finance, or a related field required

6 - 8+ years of relevant experience in private equity real estate, investor relations, capital formation, institutional fundraising, consulting, or related alternative investment roles

3+ years of experience allocating work, managing team capacity, establishing priorities, and holding individuals accountable to deadlines, and quality standards

Excellent written and verbal communication skills, with the ability to communicate effectively across a variety of audiences

Strong time management, organizational, and project management skills, with ability to manage competing priorities with limited oversight

Strong client-service and relationship management orientation

Working knowledge of commercial real estate investing, private funds, capital formation, and/or alternative investments

Desire and willingness to continuously develop knowledge of new markets, investment products, and industry trends

Proficiency in Microsoft Word, Excel, and PowerPoint; experience with Juniper Square a plus

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

The expected annual base salary range for this role is $169,000 - $255,000. Actual base salary will be determined by several components, including but not limited to: relevant experience, skills and qualifications, base salary of internal peers, and geographic location. In addition to base salary, this role may be eligible for a discretionary annual bonus and a variety of financial, wellbeing, and health / welfare benefits.

Equal Opportunity Employer

Prime Finance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.