Home Director - Real Estate Private Capital at Westmount Realty Capital (Dallas, TX)

    Director – Real Estate Private Capital at Westmount Realty Capital (Dallas, TX)

    Westmount Realty Capital, LLC, a Dallas-based, privately held commercial real estate development and investment management company with exceptional performance specializing in value-add and opportunistic real estate investments. With an entrepreneurial spirit and proven 30-year track record across several market cycles Westmount has steadily built up a portfolio of over 13 million square feet of industrial and office properties and nearly 3,000 multifamily units nationwide.

    OPPORTUNITY:
    Westmount is well-positioned and capitalized to expand its aggressive acquisition program and is seeking a Director – Private Capital. In this position you will be a key member of the private capital team assisting in raising equity capital for our projects from RIAs, fee only financial planners and high net worth investors. This is a Director Level position and candidates should have extensive experience and a book of clients.

    KEY RESPONSIBILITIES / DUTIES:
    The activities listed here are not all-inclusive; rather, they indicate the types of activities normally performed by this position. The successful candidate will be able to demonstrate core competencies in the following areas:

    • Heavily involved in raising funds for RIA’s, family office, private capital and high net worth for the company.
    • Develop and execute a detailed sales plan and achieve or exceed sales quota.
    • Prioritize new opportunities and engage clients proactively on a daily basis
    • Manage a sales pipeline and monthly sales forecast and track activities within CRM application
    • Analysis of new investment opportunities
    • Creation of highlight sheets, pitch decks other marketing materials as needed.
    • Preparation of presentations to various audiences
    • Work with databases and Salesforce to identify and reach out to prospective equity partners.
    • Assist in preparation of investment memorandums.
    • Analyze pro-forma assumptions.
    • Performing market research on upcoming deals
    • Various ad-hoc projects in support of the firm’s efforts
    • Have or obtain a Series 65 or Series 66 FINRA license

    QUALIFICATIONS:
    To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

    EDUCATION and EXPERIENCE:

    • BS or BA in Business, Finance, Real Estate or related field.
    • 2-5+ years of previous capital markets experience. Must have previous experience in raising funds for RIA’s, family office, private capital and high net worth for the company.
    • An understanding of, and demonstrated experience in, areas of real estate finance, property valuation and equity investment analysis.
    • An understanding of, and demonstrated experience in, areas of industrial, office and multi-family
    • Must have a quantifiable track record in business development

    COMMUNICATION SKILLS: 

    • Excellent written and verbal communication skills.
    • Strong organizational and analytical skills.
    • Ability to effectively present information.
    • Ability to respond effectively to sensitive issues.
    • Must have developed relationships and the proven ability to further develop, cultivate and manage high quality relationships with equity partners, RIAs, Fee-only financial planners, High Net Worth investors
    • Must work well in a multi-functional collaborative environment and demonstrate a strong work ethic and committed client service

    REASONING ABILITY:

    • Ability to comprehend, analyze, and interpret complex legal and financial documents necessary to communicate with clients.
    • Ability to solve problems.
    • Requires advanced analytical and quantitative skills.

    OTHER SKILLS and/or ABILITIES:

    • Intermediate to advanced skills with Microsoft Office Suite.
    • Advanced knowledge of Excel
    • Self-starter” with the ability to prioritize workflow and meet demanding deadlines in a fast-paced environment
    • High attention to detail
    • Outstanding interpersonal and communication skills

    Company: Westmount Realty Capital
    Location: Dallas, TX

    Application Instructions:
    Please click here for more application information.