What are the responsibilities and job description for the Capital Markets Associate position at Middleburg Communities LLC?
Middleburg is a vertically integrated real estate investment, development, and construction firm specializing in attainable rental housing across the southeastern United States since 2004.
Middleburg is seeking to add an integral member to the Capital Markets team. This role serves as a critical link in helping to identify and support relationships with family offices, OCIO’s, RIA/MFO’s, and high-net-worth investors and facilitating timely responses to inquiries from current and prospective investors. This position will also contribute to the scheduling and coordinating of meetings and events.
This position will be full-time, in person, located in the Vienna, VA headquarters and will report directly to the VP, Capital Markets.
Responsibilities
Responsibilities for the position include, but are not limited to the following:
- Assist the Capital Markets team with prospecting new investors at the high-net-worth, family office, and institutional levels by:
- Identifying who these new investors are
- Making contact to qualify interest
- Attending industry conferences
- Collecting / Populating key information and updating the CRM system
- Manage the process of on-boarding new investors through the subscription process.
- Work with external legal counsel to prepare offering materials for private capital offerings.
- Assist in coordinating the marketing process for any offering to private capital investors.
- Coordinate travel and meeting agendas for the capital markets team as needed.
- Coordinate and host quarterly investor gatherings as well as Annual Housing Summit.
- Collaborate with graphics design team to produce marketing materials used to present investment offerings to investors.
