Managing Director, Capital Markets

McWhinney is a privately held full service real estate development, investment, and management company with a team of highly talented associates. We are passionate about creating great places for people and providing fabled experiences. We are "evergreen," which means that we constantly strive to prosper in all phases of the real estate cycle. At McWhinney, we attract and retain the best and brightest in the industry and are constantly building our team to achieve our goals.

POSITION SUMMARY:

The Executive Vice President of Capital Markets position will be primarily responsible for raising institutional capital for to be formed GP, Closed-End and Opened Ended Funds, as well as for Separately Managed Accounts (“SMA”) and Co-Investment opportunities for  discrete real estate developments and investments across the United States.  Secondary functions of the position will include assisting with high net worth/family office capital raises and assisting in the scaling of our Investor Relations functions. This position will be responsible for growing the institutional investor client base in the United States and globally. This is a senior level position with at least 15 years of experience in real estate, capital formation and institutional fundraising.

Key Responsibilities:

• Immediate primary responsible for fund raising around a $500,000,000 closed-end real estate development fund
• Begin to form investor framework and strategy around future open-ended real estate funds and subsequent closed-end vehicles
• Together with the CFO, Co-CIO’s and existing Investor Relations Team continue to investigate, design, and implement scaled infrastructure for investor relations function incorporating expansion into institutional investors
• Develop strong understanding of McWhinney’s brand, track record and pipeline, and demonstrate the ability to speak to current and potential investors about the company and its projects
• Support or assume responsibility for management of certain existing investor relationships currently managed by Co-CIO
• Support CFO and Co-CIO in structuring and implementation of various real estate funds, SMA’s and co-investment vehicles
• Establish and maintain relationships with industry influencers, key strategic partners, and clients. Develop specific client-relations programs
• Establish professional network and maintain contacts and records of activity in Company relationship management portal (Juniper Square)
• In coordination with Co-CIO and VP of Investor Relations, determine plans for company presence at conventions, annual meetings, industry events, and seminars
• In coordination with VP of Marketing and VP of Investor Relations, develop and recommend brand positioning for various capitalization including assisting with the creation of marketing materials for both the company, Funds, SMA’s and Co-Invest offerings
• Work with Legal to ensure appropriate polices and procedures are in place for institutional fundraising and disclosure.
• Cross Functional Relationships:
  • Co-Chief Investment Officer
  • Chief Development Officer and CIO Hospitality
  • EVP of Capital Markets (Debt)
  • EVP of Asset Management
  • SVP of Accounting and Finance
  • VP of Investor Relations

• Bachelor’s degree in Business Administration, Real Estate or related degree
• Fifteen (15+) years of raising capital for funds and real estate investments from Institutional Investors
• Demonstrated experience in institutional investment networks including, but not limited to endowments, pension funds, insurance companies, healthcare systems, sovereign wealth, ultra-high net worth family offices and fund-of-funds
• Demonstrated experience in private equity, commercial real estate and alternative assets
• Demonstrated expertise in selling various types of open-ended and closed-end fund structures
• Long-term investment mindset geared towards always meeting investor expectations
• Client/customer service-oriented approach
• Excellent verbal and written communication and interpersonal skills
• Ability to think creatively, strategically, and analytically
• Experience with sophisticated customer relationship management systems and software
• Highly organized, and process driven individual with attention to detail
• Track record of working well as part of a team
• Experience following compliance protocols in a regulated financial industry
• Travel required

Benefits:

McWhinney offers a competitive benefits package for full-time Associates including medical, dental, vision, life insurance, short-term disability, long-term disability, 401(k), and employee assistance plan. Additionally, we offer a generous paid time off plan that includes a week off between Christmas and New Year’s.

This job description is intended to provide a general overview of the position.  It is not designed to be a comprehensive nor detailed description of all the responsibilities and accountability of the role.  As an agile company, our positions can and do change based on the business need of the organization.

McWhinney is committed to the principle of equal employment opportunity for all associates. All employment decisions at McWhinney are based on business needs, job requirements and individual qualifications.  All applicants will be considered for employment without attention to age, race, color, sex, sexual orientation, gender identify, national origin, veteran or disability status.