Operations & RFI Associate

Company Overview:

ASB Real Estate Investments a division of ASB Capital Management LLC is a leading U.S. real estate investment management firm from over 300 institutional clients. Headquartered in the Washington D.C. area ASB invests in major markets across the United States concentrating in industrial multifamily office retail and self-storage properties.

ASB has built success around talented hard-working individuals who collaborate to gain a broad and integrated understanding of real estate disciplines to deliver attractive risk-adjusted returns. We encourage a culture of collaboration and all members of our team engage in offering their points of view on major decisions in an extremely inclusive management process.

JOB PURPOSE:

The Client Services Operations & RFI Associate will support Relationship Managers in maintaining and developing strategic relationships with investors and their advisors. The ideal candidate will integrate themselves in all Client Service team activities and processes to enhance coordination transparency efficiency accuracy and timeliness of the teams core activities. The candidate will be a key team member and is expected to develop robust relationships across the ASB team while serving stakeholders both within and outside of ASB.

Summary of Competitive Benefits & Perks:

• Health/Medical Insurance including Dental and Vision
• 401(k) with company match
• Paid time off
• Bonus/Target Incentive
• Tuition Reimbursement
• Complimentary usage of modern in-house fitness center
• On-premise full-service dining center discounts
• Discounts via the companys EAP
• Monthly Employee Recognition Programs
• Referral bonus
• Pre-tax transportation options
• Plus more!

Company Core Values:

• Perseverance: Our people have the passion resilience and determination to achieve long-term excellence.
• Focus: Our people strive to prioritize their responsibilities and maintain their clarity of purpose to accomplish our mission.
• Accountability: We take responsibility for ouractions and hold ourselves accountable for ourresults.
• Empathy: We are committed to our people and their professional and personal development and engaging all voices to unearthcreative solutions that will drive performance.
• Social Responsibility: We are committedto making a positive impactful change to improve the community we serve.

DUTIES & RESPONSIBILITIES:

The ideal candidate will be leading coordination of timely and accurate RFIs/DDQs/RFPs (RFIs) for institutional investors and their advisors. They will also provide primary support for marketing initiatives client on-boarding capital tracking management reporting and periodic client/consultant requests for information.

Core RFI/DDQ/RFP activities and responsibilities:

(Approximately 60% of the candidates time will be spent in the highly concentrated and high focus activities of coordinating and reviewing quarterly RFIs)

• Responsible for fulfillment of all RFIs in a timely and accurate manner consistent with the Firms reputation as responsive and transparent. Activities will include maintaining updated response content (Rocket Docs/ Tranches) compiling existing language creating new language as needed and reviewing documents to ensure a high quality error-free final product.
• Develop superior knowledge of the ASB investment products (Allegiance Real Estate Fund) and other real estate investments as appropriate.
• Review and update RFI tranches source files and language for standard responses to frequently asked questions in RFIs across firms/clients. Provide rough drafts and/or work closely with subject matter experts across the Firm to generate new content as necessary.
• Complete DDQs as required; working cross-functionally to meet client due diligence needs in accordance with strict deadlines. Routinely update and review the Firms sample DDQ to ensure all responses are of high quality refreshed and up to date.
• Act as ASBs lead contact with State Street regarding data fulfillment for RFIs DDQs and RFPs as well as managing wire transfer instruction updates and verification.
• Assist in compiling routine and complete business reporting for RMs executive management team board consultants investors and prospective investors.

Client Services support activities (40%)

(This aspect of the role is critical in establishing a culture of perpetual highly responsive client service to over 300 investors and their advisors)

• Provide high-touch client service in coordination with trustees (e.g. State Street Chevy Chase Trust) and RMs.
• Partner regularly with senior management portfolio management capital investment accounting/finance and compliance teams.
• Coordinate with Accounting and Legal to track progress on client onboarding mergers name changes capital call correspondence and wire confirmations. Partner with the Legal department for client related external auditor requests side letters and internal audits.
• Track and reconcile quarterly capital activity including administration and review of capital queues in coordination with Trustees and Accounting as applicable. Lead tracking/oversight with respect to LP clients.
• Prepare and maintain the quarterly Client Directive Letter package tracking all client directives (i.e. subscriptions redemptions mergers account changes wire updates dividend elections and fee requests) coordinating review with Accounting Legal CCT and Compliance.
• Maintain Salesforce records (contacts market values commitments redemptions performance data).
• Act as internal SF expert including leveraging its reporting capabilities to produce useful business and management insights including the Dashboard.
• Develop advanced proficiency in Excels reporting and data analysis tools to generate clear business and management reports.
• Oversee the emailprotected inbox logging and tracking all client related communication requiring an action or response.
• Provide support for on-site investor meetings including coordination with external vendors as needed. Support conference participation as requested.

Cross Functional Support

In coordination with the Graphics Design Coordination & Client Service Operations Support and Group Head provide backup on key duties as needed and in fulfillment of a highly responsive client service culture. Due to workflow seasonality/variability back up coverage may represent a meaningful portion of the role. Examples include binding presentation books and constant contact distributions.

DESIRED SKILLS:

• Support-oriented collaborative team player motivated to complete tasks and succeed in a fast-paced knowledge-based business while supporting and taking direction from three client relationship managers.
• Proven success in setting and achieving goals.
• Excellent written and verbal communication skills and the ability to effectively communicate with all levels of internal and external clients.
• Pro-active organized and energetic self-starter with the willingness to work hands-on to develop and execute a variety of capital raising support and client relations activities.
• Ability to make decisions prioritize and manage multiple tasks and meet deadlines in a fast-moving environment.
• Highly proficient in Microsoft Excel Word PowerPoint and understanding and administration of relationship databases such as Salesforce.
• Ability to work extended hours as necessary.

EDUCATION/BACKGROUND:

• Bachelors Degree desired but not required in marketing or business but must have a minimum of 7 to 10 years experience in client service related experience as described within.

$85000 - $105000 a year

The actual base pay offered is determined by several variables including as appropriate the applicants qualifications for the position years of relevant experience distinctive skills level of education attained certifications or other professional licenses held. Base pay is one component of ASB Investment Managements total compensation package which also includes access to or eligibility for healthcare benefits a 401(k) plan short-term and long-term disability coverage basic life insurance bonus plans and more.

ASB Real Estate Investments is proud to be an equal opportunity workplace. We foster an environment that recognizes employees unique skillsets and ensure that all employees have an equal opportunity to grow and advance.

If you are a candidate in need of assistance or an accommodation in the application process please contact emailprotected or .

Equal Opportunity Employer/Veterans/Disabled

Required Experience:

IC