Overview of Greybrook
Greybrook is a Toronto-based asset management firm that invests in high-quality development-based and value-add opportunities. Greybrook allows individual investors to partner on an equity-basis with leading real estate developers to jointly acquire properties situated in growing urban and suburban markets that meet our investment criteria for new development or asset repositioning. Greybrook targets average annualized returns in excess of 20% on development-based opportunities and 12% to 18% on value-add developments.
Overview of Position
The Associate, Private Capital Markets is a licensed Dealing Representative. The Sales Associate, Private Capital Markets is a business development and client management role with a primary purpose to proactively grow and retain business from a select group of investors.
The Sales Associate is primarily responsible for client service by managing existing relationships, building new relationships through strategic initiatives, and ensuring the investment process is handled with care and professionalism. The Dealing Representative is expected to be knowledgeable about Greybrook product offerings, the investor subscription process, the EMD compliance regulations and requirements, and must have the ability to effectively assess investor suitability. The Sales Associate, Private Capital Markets must exhibit a willingness to learn.
Responsibilities
- Build and maintain strong relationships with prospective and current investors with a focus on client service
- Develop and implement strategies to increase the investor network, and scope of service for existing and potential investors
- Have overview discussions with new and prospective investors to explain investment process, structuring, returns, risk and other relevant factors
- Maintain a deep understanding and technical knowledge of offerings in order to provide the best solutions for Investors
- Exhibit an understanding of portfolio theory
- Clearly communicate Greybrook offerings and assist investors in understanding all subscription documentation, funding requirements, and post-close activities
- Maintain up to date investor files and information on the appropriate systems and CRM software
- Assist in various marketing efforts such as creating investor presentations, webinars, and educational materials
- Ensure a high level of client service by:
- Responding to investor requests, inquiries, and concerns promptly and efficiently
- Providing sound and appropriate advice to meet the investor's objectives
- Adhering to all firm and regulatory policies by remaining up to date with all regulatory rules and activities as it relates to transactions and ensuring that investor interactions are accurately documented
Qualifications
- Minimum 3-5 years financial services or real estate investment sales experience, in a client facing capacity with a proven track record in developing and growing a profitable client services business.
- Proficient in Microsoft Office Suite
- Experience with Salesforce is an asset, but not mandatory
Required Education
- Post-Secondary education