Lead Coordinator, Capital Markets

Company Summary

The BAM Companies (BAM) began in 2010 in the heart of Indianapolis and is affectionately referred to as the “BAMFAM” by its employees. BAM Capital, one of the three brands under The BAM Companies umbrella, is a team that knows how to succeed! This small, talented group of individuals knows what it takes to close the deal. No one is afraid to hear new ideas, change, adapt, or constantly evolve. BAM Capital is also a place where mutual respect and understanding are paramount, and everyone on the team is genuinely cared for.

Position Description

The Coordinator, capital markets is a key role that collaborates with and supports the capital markets team to ensure that senior members of the capital markets team are connected with prospective investors. This role is highly focused on ensuring that the customer relationship management (CRM) system is updated and well-maintained.

Over time and following successful performance in this entry-level role, an employee has the potential to grow and evolve into positions within the marketing, capital markets, member services, or investor operations teams.

Essential Job Functions:

• Establish relationships with high net worth potential investors, as well as current investors, with a focus on setting meetings with senior members of the team.
• Ensure all leads are well organized, communication is strong, and any notes are entered into the system.
• Adhere to the established training and cadence of the department.
• Organize the sales pipeline, ensuring information that is readily available to the team is relevant and easily accessible.
• Entering data into the CRM platform with a focus on accuracy and efficiency.
• Collect all pertinent information from prospective investors to ensure that their experience is tailored to their needs and wants.
• Verify information with senior members of the BAM Capital team and deliver reports as necessary.
• Other duties as assigned.

Core Competencies

• Organizational skills are one of the most important skills needed for this role.
• Ability to build trust, establish new relationships, and relate to others quickly.
• An unwavering commitment to learning, and growth.
• An energetic, efficient, and resourceful team player.
• Interest in investments, and in particular, real estate.
• Ability to work through a sales pipeline in an efficient and effective manner.
• Confidence to take initiative and be resourceful.
• Ability to adapt and multi-task daily.
• Extremely high level of discretion, confidentiality, and ethical conduct.
• Ability to prioritize tasks based on deadline, size, and audience.
• Strong interpersonal skills, superior intellect, and an outstanding ability to communicate using these qualities and skills.

Experience, Skills, and Knowledge:

• 0-1 years of experience in capital markets, investor relations, finance, marketing, planning and development, account management, or communication positions.
• Bachelor’s degree in Finance, Communications, PR, or Real Estate highly preferred; high school diploma or GED required.
• Ability, and desire to speak with investors in a sales capacity.
• Literate in the real estate investment industry and have a hunger to know more.

Benefits

BAM offers a comprehensive benefits package that includes some out-of-the-box choices, but things being different and that challenge conventional wisdom is how we always operate.

• Paid Time Off - Upon starting each employee already will be able to enjoy all 14-and-a-half paid holidays that BAM observes! On top of that, when each employee hits their 90th day, we drop 88 hours of PTO into each person’s account. That only goes up on the employee’s first BAM-iversary when we add another 120 hours into each person’s bank.
• Traditional Medical and Health Benefits - We all need them, and BAM provides them at a bargain! Each year the company chooses to contribute a larger portion of the total benefits cost in an effort to not raise the employee’s contribution and lower it if possible. This package includes: medical, dental, vision, voluntary life, short-term disability, long-term disability, and a small pet benefit option.
• Company Culture - BAM strives to have and succeeds in always having the small company feel. You will never be a number, and will always be valued. We live out our values: (1) When People Grow, BAM Grows, (2) Loyal, Loving Family, (3) Fun, Quirky Spirit, and (4) Work Hard, Play Hard, WIN!
• Free Life Insurance - The company pays for $25,000 in life insurance free of charge to each and every employee.
• Personal & Professional Development - BAM pays for unlimited access to MytrueU which is a site that aggregates incredible community leaders and asks them to share their lessons learned, in order to enrich others.
• Events - BAM spares no expense in order to plan events for the entire company. No matter where the employee is working, we ensure that everyone can get together and live out our Core Values.

Work Environment:
This job operates in a professional office environment, in person. This role routinely uses standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Demands
The physical demands described here are representative of those that must be met by an employee to perform the essential functions of this job successfully. While performing the duties of this job, the employee is regularly required to talk and/or hear. The employee frequently is required to stand, walk, use hands and fingers to handle or feel, and reach with hands and arms. The employee must occasionally lift or move office products and supplies, up to 20 pounds.

Travel
No travel is required.

Work Authorization
Authorized to work in the United States of America.

AAP/EEO Statement
The BAM Companies provides equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, religion, sex, national origin, age, disability, or genetics. In addition to federal law requirements, The BAM Companies complies with applicable state and local laws governing nondiscrimination in employment in every location in which the company has facilities. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

Communication Release

By applying for this position or showing interest to a team member, you agree to receive emails and text messages from Barratt Asset Management, LLC (The BAM Companies). If you want to stop receiving these communications, you can respond to a team member's call or message and request to be unsubscribed, which will then end the communication from us.