What are the responsibilities and job description for the Capital Raising Associate position at The Klotz Group of Companies?
Position Summary
We are seeking a motivated and entrepreneurial-minded Associate - Capital Raising to join our vertically integrated real estate investment platform. This individual will support the capital-raising process, assist in developing strategies to secure investment capital, and manage relationships with institutional investors, family offices, ultra-high-net-worth individuals (UHNWIs), and other equity sources. Focusing on multifamily, mixed-use development, and value-add investment strategies, this role offers a unique opportunity to contribute to the firm’s capital markets initiatives while gaining valuable experience in the real estate investment space.
This position is ideal for a commercially savvy, detail-oriented professional passionate about building relationships and driving innovation in real estate investment.
About Us
We are developers, owners, and operators of multifamily and mixed-use assets throughout the Southeast, driven by a mission to transform how real estate investment and management operate. Our vertically integrated platform includes subsidiaries specializing in brokerage, mortgage banking, property management, development, construction, investment banking, insurance, marketing, and architecture. This structure supports internal projects while serving third-party clients.
Our team thrives in fast-paced, goal-oriented environments, and we seek like-minded individuals eager to contribute to our growth and success.
Key Responsibilities
Capital Raising and Investor Relations :
- Raise equity capital for real estate funds, programmatic joint ventures, and other investment vehicles.
- Support the development and implementation of investor relations policies and procedures.
- Research and identify potential capital sources, including UHNWIs, family offices, and institutional investors.
- Prepare marketing materials, confidential information memoranda, and investor presentations.
- Coordinate logistics for investor meetings, roadshows, and other fundraising events.
Strategy and Analysis :
Transaction Support :
Marketing and Branding :
Preferred Qualifications
