What are the responsibilities and job description for the Acquisitions Sales Associate position at Raymond James Financial?
Job Summary
Uses specialized knowledge and skills obtained through education and experience to assist in the acquisition of existing multi-family real estate that meets the fund’s investment guidelines. Assist Team Leader with executing a business development strategy to build relationships with strategic partners and clients within a multi-state region. Assist with the management of a number of broker and owner relationships, including negotiating definitive documents. Responsible for sourcing transactions annually, with the direction of the Team Leader. Work with market participants and under the direction of the Team Leader to engage new business, maintain the existent client base and expand the business.
Essential Duties and Responsibilities
- Assist in interviews and/or visits market participants to present the Preservation Fund program and collet information.
- Evaluate and rate assets based off of criteria such as, curb appeal, condition, and site location.
- Assists Team Leader with development and implementation of business development plan for client relationship building purposes.
- May work with sophisticated deal structures and owners.
- Manages database of owners.
- Assist in team efforts to analyze information to determine if projects meet company investment requirements.
- Responsible for setting up discussions/meetings to generate business leads.
- Performs quality control and assist in meeting the team’s overall objectives.
- Maintains contact, and independently manage some relationships with strategic partners and owner-clients to ensure quality service.
- Assists with sourcing a large number of transactions annually with direction from the Team Leader.
- Assists staff in resolving business problems.
- Works closely with Team Lead to secure new business, maintain the existing client base and expand the business.
- Works directly with team lead to create outreach plans consistent with RJAHI’s acquisition efforts.
- Work with Marketing as necessary to promote opportunities.
- Performs other duties and responsibilities as assigned.
Knowledge, Skills, and Abilities
Knowledge of
- Company’s working structure, policies, mission, and strategies.
- Fundamental concepts, principles and practices of LIHTC.
- Fundamental concepts, principles and practices of the real estate industry.
- Yields, market pricing and profitability and their relationships with one another.
- Principles of banking and finance and securities industry operations.
Skill in
- Reading and understanding financial statements and legal documents.
- Follow-up to ensure accuracy and completion of tasks.
- Operating standard office equipment and using required software application to produce correspondence, reports, electronic communication, and spreadsheets.
Ability to
- Promote team cohesiveness, cooperation and effectiveness.
- Communicate effectively both oral and written.
- Identify issues and solve problems with minimal involvement from counsel, feasibility team and producer.
- Organize, manage and track multiple detailed tasks and assignments with frequently changing priorities in a fast-paced work environment; and maintain accuracy on completed work.
- Proactively demonstrate readiness and ability to initiate action.
- Make decisions independently and consistently.
- Work independently as well as collaboratively within a team environment.
- Identify required tasks, develop timelines and execute.
- Understand and consider different investor economics and deal terms.
- Establish and maintain effective working relationships at all levels of the organization, including negotiating resources.
- Creatively solve problems and identify innovative solutions.
- Project a positive, professional image both internal and with external business contacts.
- Convey information clearly and effectively through both formal and informal documents.
- Independently structure and negotiate an investment through the LOI and Purchase and Sale Agreement.
- Identify relationships, draw logical conclusions and interpret results for use in decision making.
Educational/Previous Experience Requirements
Education/Previous Experience
- Bachelor’s Degree (B.A.) in accounting, business or related field and a minimum of three (3) years of sales and/or real estate experience. OR ~
- Any equivalent combination of experience, education, and/or training approved by Human Resources.
Licenses/Certifications
- None required.
At Raymond James our associates use five guiding behaviors (Develop, Collaborate, Decide, Deliver, Improve) to deliver on the firm's core values of client-first, integrity, independence and a conservative, long-term view.
We expect our associates at all levels to:
- Grow professionally and inspire others to do the same
- Work with and through others to achieve desired outcomes
- Make prompt, pragmatic choices and act with the client in mind
- Take ownership and hold themselves and others accountable for delivering results that matter
- Contribute to the continuous evolution of the firm
At Raymond James – we honor, value, respect the uniqueness, experiences, and backgrounds of all of our Associates. When associates bring their best authentic self, our organization, clients and communities thrive, it is part of our part of our people-first culture. The Company is an equal opportunity employer and makes all employment decisions on the basis of merit and business needs.
