Partner, Institutional & Consultant Relations

Associate, Institutional & Consultant Relations

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Associate, Institutional & Consultant Relations

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Hazelview Investments Associate, Institutional & Consultant Relations

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Associate, Institutional & Consultant Relations

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Hazelview Investments Get AI-powered advice on this job and more exclusive features. About The Position

The Partner, Institutional & Consultant Relations reports to the Managing Partner, Institutional & Consultant Relations. The role is an integral part of the Sales team and will be responsible for new business development and institutional third-party relationship management primarily throughout Canada. As one of the main representatives in their region, the role is also responsible for cultivating and building relationships with field investment consultants to strengthen mutual client relationships and to promote the Hazelview brand and skills and expertise. The ideal candidate is a great team player, passionate about the industry, energetic and motivated. About The Position

The Partner, Institutional & Consultant Relations reports to the Managing Partner, Institutional & Consultant Relations. The role is an integral part of the Sales team and will be responsible for new business development and institutional third-party relationship management primarily throughout Canada. As one of the main representatives in their region, the role is also responsible for cultivating and building relationships with field investment consultants to strengthen mutual client relationships and to promote the Hazelview brand and skills and expertise. The ideal candidate is a great team player, passionate about the industry, energetic and motivated.

Key Responsibilities

Building successful and lasting relationships and generating sales opportunities within the institutional investor landscape. Identify prospects through investment consultants, records keepers, plan sponsors, and other service providers. Actively contact prospects to establish relationships, assess client / portfolio needs, and influence RFP submissions. Travel within territory to conduct one-on–one sales calls, conduct client events and group presentations. Prepare and present the firm’s investment capabilities and investment products to key decision makers. Market investment products including alternative assets such as private real estate, private real estate debt and REITs to targeted clients. Demonstrate an understanding of Hazelview products, including features and benefits to solve investor needs. Facilitate and attend marketing events to increase awareness of the Hazelview brand and increase the firm and product profile within the institutional client space. Work with Managing Partner to develop sales strategy, and business planning process for the institutional sales channel. Service existing client base, including managing investment review process, assessing achievement of investment targets / metrics, and providing regular updates. Understand clients’ needs, advise and structure investment solutions for them. Work closely with different departments to contribute product development and marketing strategy. Monitor market trend and landscape to identify potential opportunities. Manage and develop systems to create efficiencies including scheduling/rotations, meeting preparation and follow-up, lead generation and budget management.

Job Requirements

Education and Experience

5-10 years of experience working for or with pension consultants or building and managing institutional investor/consultant relationships Knowledge of current trends in pension, investment and real estate industries An undergraduate degree is required and an MBA, CFA, CAIA or CIM designation is an asset Experience with Salesforce is an asset Established relationships within the industry an asset

Qualifications

High energy self-starter with a ‘can do’ attitude, entrepreneurial and proactive Strong communication (verbal/written), interpersonal and relationship building skills Strong quantitative skills focused on financial analysis, accounting, and financial theory. Well-developed presentation and telephone skills Ability to create and maintain client relationships Advanced computer skills (Excel, Power Point, Word, etc.) Ability to multi-task in a fast-paced, driven work environment Ability to travel extensively Ability to work effectively independently as well as within a close team environment Excellent time management skills Superior attention to detail, organizational skills, and a curious mind Ability to speak French is a considerable asset. Actively championing diversity, equity and inclusion to create an environment of belonging

About The Company

Hazelview Investments is an active investor, owner and manager of global real estate assets. Founded in 1999, Hazelview currently manages over $11.7 billion in total assets across two key investment strategies; direct investments in real estate and investment in publicly traded companies that own investment-grade real estate. We use our global knowledge and expertise to make insightful real estate investments and to actively create value for our team, clients, residents and tenants. We see value potential that others have missed. We bring the same philosophy to human investment that we bring to asset investment; focus on the underlying value, commit to maximizing its potential; work at it; be patient; take personal responsibility; share in the rewards. We’re driven to create value for people and places.

Vision:

“We create value for people and places”.

Our Core Values

Trust Ambition Collaboration Ownership Mindset Having Fun

Hazelview Investments is an inclusive and equal opportunity employer. If you require a disability–related accommodation to participate in the recruitment process, please let us know. We will accommodate your needs as required under applicable legislation. Information related to accommodation requirements will be addressed confidentially. While we appreciate all applications, only those candidates selected for an interview will be contacted. All selected candidates will be asked to complete pre-employment criminal & background checks. Any offer of employment is conditional upon satisfactory results of all applicable checks. We thank all applicants for their submissions. Seniority level

Seniority level Mid-Senior level Employment type

Employment type Full-time Job function

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