Manager, Institutional Client Services

at  Trez Capital

Why Join Trez Capital?
Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional investors strategies to invest in a variety of opportunistic, fully secured mortgage investment funds and investment assets. We have built our reputation on doing what we say, with a results-oriented approach to everything we do. We are building a better future as we proudly build better places for people to live, work and play. We are committed to our values – Trust, Respect, Excellence, and Zest - in all that we do.
We pride ourselves on our relationships and are passionate about providing exemplary client service, creating loyal and satisfied investors and borrowers and fostering a collaborative environment in which our employees can excel. We believe in hiring the best people who are as committed to creating incredible experiences for our clients and our team members. We set bold goals and deliver results.

QUALIFICATIONS AND EXPERIENCE:

• Bachelor’s degree in commerce/economics; MBA preferred.
• Minimum of seven (7) years in the financial services industry, with experience in client services and Real Estate.
• Diploma in Urban Land Economics or similar preferred.

CORE COMPETENCIES (KNOWLEDGE, SKILLS & ABILITIES):

• Experience with Fixed Income and Private Debt a plus
• Superior interpersonal and relationship-building skills and customer-focused approach.
• Excellent written and verbal communication skills
• Accountable, solution-orientated, and results-driven, strong attention to detail
• Strong project management and organizational skills, with the ability to balance multiple projects and prioritize a high-volume workload, in a fast-paced environment
• Process orientation, with outstanding analytical and problem-solving skills.
• Ability to work independently and in a team environment.
• Proficient in Microsoft Office, with an emphasis on Word, PowerPoint, and Excel
• Strong numeracy skills.
• Knowledge of the institutional investment management industry and the needs of specific institutional client types.

Primary Accountabilities:Client Service:

• Develop and maintain strong relationships with clients and their consultants.
• Address service requirements, account and product management inquiries, and detailed information requests.
• Understand and respond to client needs, leveraging the organization’s capabilities.
• Prepare loan packages, coordinate capital calls and monitor loan modifications where applicable.
• Ensure compliance with investment guidelines and Limited Partnership Agreements (LPAs

The Manager, Institutional Client Service, will report to the Executive Managing Director, Global Head of Capital raising (or MD, Head of Canadian Institutional) and be responsible for managing and nurturing relationships with institutional clients invested in our debt strategies, customized mandates and/or loan sharing relationships. This role focuses on establishing, retaining and growing relationships with mid-sized to large institutional clients, some of which are customized with their own investment and reporting requirements. The Manager, Institutional Client Services will collaborate closely with the Institutional Relationship Management team, Portfolio Management, Underwriting, Risk Management, Operations, Investor Services and other key team members to ensure exceptional client service and satisfaction.

Primary Accountabilities:Client Service:

• Develop and maintain strong relationships with clients and their consultants.
• Address service requirements, account and product management inquiries, and detailed information requests.
• Understand and respond to client needs, leveraging the organization’s capabilities.
• Prepare loan packages, coordinate capital calls and monitor loan modifications where applicable.
• Ensure compliance with investment guidelines and Limited Partnership Agreements (LPAs)