What are the responsibilities and job description for the Associate, Institutional Fundraising position at PEG Companies?
Firm Overview:
Founded in 2003, PEG Companies is a vertically integrated owner, operator, and developer of multifamily, hospitality and build-to-rent assets in the U.S. and Canada with a focus on the Mountain West. PEG currently manages approximately $2B of AUM across seven commingled funds and various separate accounts with over 1,100 employees.
Responsibilities:
This position will play a key support role in the firm’s capital-raising efforts, focusing on institutional investors. This role is ideal for a motivated professional with strong analytical skills and a passion for real estate investments. This position will support fundraising initiatives by preparing marketing materials, conducting market research, managing investor communications, and assisting in relationship management efforts.
Key Responsibilities include:
Fundraising & Strategic Capital Acquisition:
- Assist with the development of fundraising strategies targeting institutional investors, including pension funds, endowments, foundations, family offices, and sovereign wealth funds.
- Help prepare investment proposals, presentations, and marketing materials that effectively communicate the firm’s strategies, market position, and portfolio performance.
- Collaborate with Investor Experience, Investment, Legal, and Executive teams to ensure consistency in investor messaging and materials.
Relationship Management & Investor Engagement:
- Support the team in managing relationships with existing institutional investors, ensuring ongoing alignment with investor priorities and effective engagement.
- Asist in identifying and researching potential institutional investors to broaden the firm’s funding network.
- Respond to investor inquiries, providing timely and accurate information while working closely with senior team members to facilitate engagement.
Market Insights & Capital Source Diversification:
- Conduct market analysis to identify investor trends, competitor activities, and emerging opportunities in institutional fundraising.
- Support due diligence efforts by gathering and organizing investment performance data, preparing responses to investor requests, and assisting in compliance processes.
- Help coordinate investor reporting, including periodic updates on fund performance, market insights, and capital-raising activities.
Requirements:
Education:
- Bachelor’s degree in Finance, Business, Real Estate, or a related field.
Experience:
- 2-5 years of experience in institutional fundraising, capital raising, real estate finance, or private equity.
Skills and Capabilities:
- Strong financial acumen and understanding of real estate investment principles
- Excellent verbal and written communication skills, with the ability to craft professional investor materials.
- Proficiency in PowerPoint, Excel, and financial modeling tools.
- Highly organized with strong project management skills and attention to detail.
- Ability to work both independently and as part of a collaborative team.
Physical Requirements:
- Must be able to tolerate prolonged periods of sitting and/or standing at desk.
- Must be able to operate a computer, telephone, and/or keyboard and tolerate prolonged periods performing work using a computer, telephone, and/or keyboard.
- Must be able to lift up to 15 pounds at times.
- Must be able to travel.
Compensation:
Compensation in this position can include:
- Competitive base salary and discretionary bonus.
- Competitive benefits package.
