
Chief Administrative Officer
2 weeks ago
This is an exciting opportunity to join a multifaceted investment and operating platform as a highly skilled Support Professional.
About the RoleThis full-time remote position offers excellent growth opportunities and direct collaboration with clients and the team. The ideal candidate will have 3-6 years of experience in a strategic support role, leveraging skills such as inbox management, calendar organization, and pipeline tracking.
Key Responsibilities- Strategic Support:
- Manage email inbox, prioritize messages, draft replies, and flag urgent matters.
- Schedule and coordinate meetings with stakeholders, anticipate needs, and ensure senior leadership is prepared for all decisions.
- Pipeline and CRM Management:
- Own the firm's CRM and deal pipeline, extracting property information from Offering Memorandums (OMs), broker emails, and NDAs.
- Track deal stages, generate pipeline reports, and oversee daily tasks to ensure workstreams remain on track.
- Deal Analysis and Support:
- Prepare offering memos (OMs) and investor-facing materials in PowerPoint using templates.
- Draft Letters of Intent (LOIs) and assist with NDA reviews.
- Extract key data from OMs and broker materials, inputting it into pre-built Excel models.
- Research and Communication:
- Conduct market diligence calls, pulling data from CoStar to support underwriting.
- Draft monthly investor update emails and reports.
- Prepare concise research briefs and business memos to support investment decisions.
- Operations and Process Development:
- Document SOPs for recurring tasks, refine workflows, and identify gaps for greater efficiency.
- Ensure digital files are organized, information logged consistently across systems.
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