Director of Capital Markets & Fund Analytics

Greenwich, CT

We are representing a Commercial Real Estate firm located in Fairfield County, Connecticut looking to hire a Director of Capital Markets & Fund Analytics for their growing division.


Company and Position Highlights


  • Fund Reporting
  • Fund-Level Financial Modeling: Maintain sophisticated financial models and analyses for each of the company’s active funds; must thoroughly understand fund documents, among others, to ensure proper application of all inputs into models and flow through to financial statement
  • Asset-Level Reporting: Review pro formas and budgets produced by the Portfolio Management and Development departments; consolidate data as required; understand variances to prior quarter and relative to original underwriting.
  • Oversee the funds’ valuation process, including periodic third-party appraisals.
  • Maintain comprehensive understanding of, and produce write-ups for, the company’s fund investments for internal and external (private) distribution.
  • Capital Raising / Executive, Board & Investor Communications
  • Stay current on all company business activities to be responsive to investors and to communicate effectively with management; collaborate on all periodic capital raises at the direction of the SVP of Capital Markets & Portfolio Management; maintain a detailed investor database; travel for conferences, roadshows, and investor meetings.
  • Create & Manage Presentation Materials: Develop and maintain presentation materials for fund-related investor meetings and to fulfill internal executive and board needs; ensure presentations are informative, accurate and relevant to the current environment; develop fund-related content for earnings calls and press releases.
  • Investor Communications: Manage ad-hoc investor requests (e.g. in relation to due diligence materials, track-record data, and various other analyses), including drafting responses; refine and build best-in-class processes for servicing fund investors and other stakeholders.




  • Bachelor’s degree required; graduate degree in Finance, Accounting or Business preferred
  • Minimum 5-10 years of real estate investment experience; with 3-5 years of investor relations experience preferred



Note: Qualified candidates will be contacted within 2 business days of application. If an applicant does not meet the above criteria, we will keep your resume on file for future opportunities and may contact you for further discussion.

Date Posted 5/22/2019
Salary $150,000 – 165,000 base plus bonus

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