
Senior Strategic Partner
1 day ago
The ideal candidate will have excellent growth opportunities and work directly with the client and the team. A strategic partner is required for a multifamily investment and operating platform focused on workforce and affordable housing.
Key Responsibilities:- Manage email inbox, prioritize messages, draft replies, and flag urgent matters.
- Schedule and coordinate meetings with brokers, investors, and internal team members.
- Anticipate needs, surface critical information, and ensure senior leadership is prepared for all meetings and decisions.
- Own the deal pipeline, extracting property and market information from Offering Memorandums (OMs), broker emails, and NDAs.
- Track deal stages and generate pipeline reports.
- Oversee daily tasks and task checklists, ensuring that all workstreams remain on track.
- Prepare offering memos (OMs) and investor-facing materials in PowerPoint using firm-branded templates.
- Draft Letters of Intent (LOIs) in Word and assist with NDA reviews.
- Pull market and property-level information from CoStar to support underwriting.
- Extract key data from OMs and broker materials and input into pre-built Excel models.
- Maintain and update supporting spreadsheets, including rent rolls, property summaries, and comparable property data.
- Conduct market diligence calls with brokers, property managers, and apartment operators with a high level of spoken English proficiency.
- Draft monthly investor update emails and reports with a high level of written English proficiency.
- Prepare concise research briefs and business memos to support investment decisions.
- Document and refine standard operating procedures for recurring tasks and firmwide business processes.
- Ensure digital files are organized and information is consistently logged across systems.
- Identify gaps in current workflows and propose solutions for greater efficiency.
Requirements:
- Bachelor's degree in Business, Finance, or a related field
- Prior experience as an Executive Assistant, Operations Manager, or similar strategic support role
- Strong English communication skills, both written and verbal
- Proficiency in MS Office Suite (Excel, PowerPoint, Word)
- Ability to learn and work with software platforms like HubSpot and CoStar
- Ability to manage multiple priorities with sound judgment and minimal oversight.
- Demonstrated ability to think critically, anticipate needs, and act as a trusted partner to senior leadership.
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