Associate - Investor Services
Overview
When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies for 2024. Discover endless opportunities to grow and make your mark at Hines.
Responsibilities
As an Associate – Investor Services with Hines, you will be part of the global Investor Services team, within the Hines Investment Management platform. You will be a key member of the team and provide sales support to the Hines Private Wealth Solutions (PWS) business. Working closely with the PWS internal and external sales teams, you will be responsible for providing expertise and resources related to the investment offerings and processes while supporting sales growth through financial intermediaries in the RIA, Wire/Bank, Broker-dealer, and Family Office/HNW channels. Responsibilities include, but are not limited to:
Proactively create and update investor-focused fund pitch books, client presentation decks, fact sheets, content thought pieces, case studies, and strategic investment sales emails
Closely partner with marketing, fund management, and operations teams to ensure alignment of messaging, positioning, and processes to support sales efforts
Engage the review process for client-facing materials with relevant stakeholders, including fund and portfolio management teams, Corporate Analytics, Compliance, and Regional Directors
Contribute to the compliance submission and approval process alongside Investor Marketing , including required revisions made by Hines Compliance, external counsel, FINRA, SEC, and state regulatory authorities in a timely manner
Collaborate with the sales desk and leadership to understand their needs, challenges, and opportunities, and tailor processes and tools to provide solutions accordingly
Support capital raising efforts by coordinating sales process optimization including sales technology rollouts, new products, and tactical content
Analyze sales performance metrics, identify areas for improvement, and develop data-driven recommendations to enhance sales effectiveness
Demonstrate superior project management skills, liaising with individuals across the organization and adhering to deadlines, frequently managing multiple projects at one-time, all-in support of fundraising endeavors
Proactively bring new ideas to the Investor Services team, focusing on how to consistently deliver relevant, timely value-add content and processes to benefit our financial professional partners and investors
Stay informed about industry trends, best practices, and emerging technologies, and incorporate relevant insights into strategies and initiatives
Qualifications
Minimum Requirements include:
Bachelor's degree from an accredited institution
Five or more years of prior investor services, sales enablement, or marketing experience
Financial services, capital markets, and/or real estate experience required
Series 7 and 63 licenses, or willingness to obtain once hired
Evidence of high attention to detail
Proactive, can-do, problem solver attitude
Ability to manage multiple priorities concurrently in a deadline-drive environment
Excellent written and verbal communication skills
Strong collaboration skills, evidenced by a team player mindset
Advanced proficiency with MS PowerPoint, Excel, and Word
Willingness to quickly learn new software/technology platforms
Experience with sales support and lead generation technology solutions, including CRM systems, content management software, etc.; Salesforce and Seismic experience is a plus
Compensation: New York - $124,000 - $150,000; Houston - will be based on experience
Closing
Hines is a global real estate investment, development and property manager. The firm was founded by Gerald D. Hines in 1957 and now operates in 28 countries. We manage a $92.3B¹ portfolio of high-performing assets across residential, logistics, retail, office and mixed-use strategies. Our local teams serve 634 properties totaling over 225 million square feet globally. We are committed to a net zero carbon target by 2040 without buying offsets. To learn more about Hines, visit www.hines.com and follow @Hines on social media. ¹Includes both the global Hines organization as well as RIA AUM as of June 30, 2022.
Visit www.hines.com for more information.
We are an equal opportunity employer and support workforce diversity.
No calls or emails from third parties at this time please.
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