Associate – Investor Services (Houston, TX)
Job Title: Associate – Investor Services
Job Location: Houston, TX
Job Description:
Overview
When you join Hines, you will embark on a career journey fueled by vision and guided by leaders who set the standards of our industry. Our legacy is rooted in innovation and excellence, earning us a spot on Fast Company’s esteemed annual list of the World’s Most Innovative Companies for 2024. Discover endless opportunities to grow and make your mark at Hines.
Responsibilities
As an Associate – Investor Services with Hines, you will be part of the global Investor Services team, within the Hines Investment Management platform. You will be a key member of the team and provide sales support to the Hines Private Wealth Solutions (PWS) business. Working closely with the PWS internal and external sales teams, you will be responsible for providing expertise and resources related to the investment offerings and processes while supporting sales growth through financial intermediaries in the RIA, Wire/Bank, Broker-dealer, and Family Office/HNW channels. Responsibilities include, but are not limited to:
- Proactively create and update investor-focused fund pitch books, client presentation decks, fact sheets, content thought pieces, case studies, and strategic investment sales emails
- Closely partner with marketing, fund management, and operations teams to ensure alignment of messaging, positioning, and processes to support sales efforts
- Engage the review process for client-facing materials with relevant stakeholders, including fund and portfolio management teams, Corporate Analytics, Compliance, and Regional Directors
- Contribute to the compliance submission and approval process alongside Investor Marketing, including required revisions made by Hines Compliance, external counsel, FINRA, SEC, and state regulatory authorities in a timely manner
- Collaborate with the sales desk and leadership to understand their needs, challenges, and opportunities, and tailor processes and tools to provide solutions accordingly
- Support capital raising efforts by coordinating sales process optimization including sales technology rollouts, new products, and tactical content
- Analyze sales performance metrics, identify areas for improvement, and develop data-driven recommendations to enhance sales effectiveness
- Demonstrate superior project management skills, liaising with individuals across the organization and adhering to deadlines, frequently managing multiple projects at one-time, all-in support of fundraising endeavors
- Proactively bring new ideas to the Investor Services team, focusing on how to consistently deliver relevant, timely value-add content and processes to benefit our financial professional partners and investors
- Stay informed about industry trends, best practices, and emerging technologies, and incorporate relevant insights into strategies and initiatives
Qualifications
Minimum Requirements include:
- Bachelor’s degree from an accredited institution
- Five or more years of prior investor services, sales enablement, or marketing experience
- Financial services, capital markets, and/or real estate experience required
- Series 7 and 63 licenses, or willingness to obtain once hired
- Evidence of high attention to detail
- Proactive, can-do, problem solver attitude
- Ability to manage multiple priorities concurrently in a deadline-drive environment
- Excellent written and verbal communication skills
- Strong collaboration skills, evidenced by a team player mindset
- Advanced proficiency with MS PowerPoint, Excel, and Word
- Willingness to quickly learn new software/technology platforms
- Experience with sales support and lead generation technology solutions, including CRM systems, content management software, etc.; Salesforce and Seismic experience is a plus
- Compensation: New York – $124,000 – $150,000; Houston – will be based on experience
At Hines, we strive for excellence as a leading global real estate investment manager, driven by our belief that real estate is fundamentally about people. Our diverse portfolio spans $93.2 billion¹ of assets across such property types as living, office, retail, mixed-use, logistics and life science projects – all designed to enhance value, connection and inspiration. Our strategic approach integrates local expertise with global knowledge, taking calculated risks aligned with our convictions to exceed expectations and tailor solutions to our clients’ needs.
While our projects are renowned for enhancing cities and pioneering sustainable practices, we recognize that the true driving force behind Hines’ success is our 5,000 dedicated employees in 30 countries who draw on our 65-year history to build the world forward. This is why we prioritize investing in our people, offering comprehensive training, competitive compensation, robust benefits and generous vacation packages. By centering our focus on the growth and wellbeing of our team, we cultivate an inclusive environment where everyone, including our clients, can thrive.
Hines is proud to be named to Fast Company’s prestigious annual list of the World’s Most Innovative Companies for 2024. ¹Includes both the global Hines organization and RIA AUM as of December 31, 2023.
Application Instructions:
We are an equal opportunity employer and support workforce diversity.
No calls or emails from third parties at this time please.
