Associate, Capital Markets

3 weeks ago

Toronto, Canada PATRIZIA SE Full time
As Associate, you will play a key role within the Capital Markets team.

This is an exciting opportunity to contribute to PATRIZIAs growth strategy in Canada. The role will be to support the business development and platform buildout of PATRIZIA Canada by working directly with PATRIZIA’s Canadian Head of Capital Markets. The objectives of the role are to automate and facilitate marketing and sales support functions. This individual will support the Canadian capital raising efforts for both real estate and infrastructure open and closed end funds along with specialized solutions or separately managed accounts for investors. The investors are primarily Canadian pension funds and financial intermediaries.

Your Responsibilities

  • Management of SalesForce data to ensure timely execution of marketing activities such as delivery of White Papers, Fund Updates and new fund launches to interested parties;
  • Coordination of marketing events targeted at key clients and prospects such as an Annual Holiday Cocktail and Informational Luncheons etc.;
  • Lead generation in new market segments i.e. pension funds under $1 billion in AUM, family offices;
  • Assistance in the planning and execution of Cross-Country Roadshows when Portfolio Managers, key executives and Founder are in Canada;
  • Assistance with meeting follow-up and coordination of specific information requests with Products Team located in London and Augsburg. Attendence within meetings where appropriate or applicable.
  • Coordination of Management Reporting for the Canadian operation primarily through SalesForce;
  • Creation of Client Portals for key prospects and relevant Canadian consultant firms;
  • Attendance with Head of Capital Markets, Canada at local conferences and industry events to source new leads for PATRIZIA;
  • Assistance in the day-to-day compliance activities and management of PATRIZIA’s third party Exempt Market Dealer;
  • Assistance with administrative duties such as travel bookings and expense tracking;

What we look for:

  • Business degree, MBA or demonstratable prior experience
  • For those without prior experience, the need to complete the relevant, required industry qualification
  • Strong computer and analytical skills;
  • Microsoft Office, PowerPoint, Excel, Python etc.
  • Strong knowledge of SalesForce and Seismic are a definite asset.
  • Great interpersonal skills collaboration and connecting with people is key
  • Excellent presentation skills and being a self starter.
  • Working knowledge of German language would be considered an asset

Sounds like you?

If you want to create a better tomorrow with us, we want to hear from you via our job portal (www.patrizia.ag/career). Together, let's make a positive impact.

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