POSITION SUMMARY

Responsible for overseeing components of the fund formation and fund launch processes with respect to Griffin Capital’s real estate investment offerings. As part of this process, the candidate will interact with external partners in the wealth channel in preparation and response to investment and operational diligence related inquiries. as well as work closely across multiple disciplines within the Griffin Capital organization including asset and portfolio management, accounting, legal and compliance, marketing and sales in the preparation of these materials and responses The candidate should ideally have experience with all or some of the following; alternative investments, analysis of real estate investment offerings, launching an investment offering, fund structuring and capital formation in the wealth channel.

QUALIFICATIONS AND SKILLS REQUIREMENTS

• Relevant Work Experience – 5+ years of relevant experience and/or training in the investment management industry; with three (3) years of direct experience in private real estate or alternative investment due diligence, fund formation and offering launches.
• Certifications - CFA or CAIA charterholder, preferred but not required.
• Education - Bachelor’s degree (B. A.) from four-year college or university in Finance, Accounting, Real Estate or related field; or equivalent combination of education and experience.
• Industry Knowledge - Strong knowledge of the Financial Services Industry and alternative investment strategies. Experience analyzing investment offerings, fund formation documents, performing competitive analysis, preparing presentations, and responding to inquiries related to investment offerings from 3rd party research and diligence teams. Understanding of alternative investment offering terms and concepts and general understanding of basic finance concepts such as valuation process, expense constructs and a variety of different investment vehicle structures are encouraged.
• Computer Skills - To perform this job successfully, an individual should have experience with all MS office suite applications and be skilled in conducting analysis and interpreting models in Excel, and preparing formal presentations in PowerPoint. A working knowledge of Microsoft Co-Pilot and/or similar applications preferred.
• Strong quantitative and analytical skills.
• Self-starter with an ability to work both independently and in a team environment and contribute to department initiatives.
• Detail-oriented, organized, and able to multi-task with competing demands.
• Superior communication and presentation skills.
• Ability to build relationships with external partners, across internal teams and work collaboratively. Comfortable working with and presenting to all levels of management.

Griffin Capital’s salary ranges are determined by role, duration of direct experience, and internal and external pay equity considerations.

• The base salary range for this exempt full-time position is $170,000-$240,000+ bonus eligibility + benefits.

In addition to the above-listed benefits, the firm also offers hybrid work options specific to roles, an employee-led professional development program, and community involvement through its Griffin Care and Community Committee.

• Please note that the compensation information provided is a good faith estimate for this position only and is provided pursuant to the California Salary Transparency in Job Advertisements Law. Griffin Capital takes into consideration a candidate’s education, training, and experience, as well as the position’s work location, expected quality and quantity of work, required travel (if any), external market and internal value, including seniority and merit systems, and internal pay alignment when determining the salary level for potential new employees. In compliance with the California Law, a potential new employee’s salary history will not be used in compensation decisions