Senior Analyst, Investor Relations
 JLL | |
 United States, Illinois, Chicago | |
| 200 East Randolph Street (Show on map) | |
 Dec 28, 2024 | |
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Team Overview:
Investor Relations ("IR") is the team responsible within LaSalle for all client relationship, capital raising, new product development and marketing activities to clients and prospects globally. The team consists of over 30 professionals located in 12 offices worldwide. LaSalle has over 350 institutional clients globally, invested in both private real estate as well as public securities investment programs. Objective of Role: LaSalle Investment Management is currently seeking a Senior Analyst to join the IR team in Chicago to support institutional client and consultant relationship management, project managing capital raising efforts on commingled products and presenting the firm's global real estate products to the market. The successful candidate will be based in Chicago and will work closely with other IR team members in Chicago, across the Americas region and across the globe. The primary responsibilities will include: leading and driving the timely production of RFP responses and due diligence processes including the coordination and management of internal resources and deadlines, database/CRM management, product and content development to client-facing marketing materials (presentations, pitchbooks, "leave-behinds", investment proposals, etc.), for existing as well as new investment products or strategies, tracking progress of capital raising and ensuring adequate follow-ups. The candidate will support the broader IR team in client interactions, scheduling of roadshows and due diligence for the existing LaSalle products as well as assisting with the identification and strategy development for new products. The successful candidate will also work closely with fund managers, research and strategy team and legal and compliance officers. Central to all these responsibilities is the individual's ability to think both critically and strategically, and then act tactically - prioritizing efforts, managing across senior and junior levels in the organization, and managing across time zones to drive initiatives towards outcomes. Accountabilities: Leading the completion of RFP (Request for Proposal) responses, including coordinating deadlines and scheduling planning meetings for the collaboration, production, editing and approval of RFPs, writing new responses and maintaining existing responses in our RFP database Creating and updating marketing presentations for new clients, prospects and consultantsProject managing pitchbooks and any related marketing materials preparation Ensuring the timely preparation of final meeting materials Maintaining and updating presentation and PowerPoint slide archives Coordinating with the regional compliance officer for approvals Supporting the drafting of fund marketing documentation (introductory fliers, investor pitchbooks, generic DDQ) Assist with capital raise tracking and reporting including management of CRM updates and leading internal product fundraising calls Liaising with our various operational, research and fund teams to create and maintain up-to-date product information and case studies for use by IR and other internal teams Assist in tracking and researching competitive products and potential investors Partnering with IR colleagues in Chicago and our other offices around the world regarding best practices, information sharing and other relevant tasks Qualifications, Skills & Experience: Bachelor's degree with financial background ideally with at least one- two years' work experience A minimum of three to five years' experience, preferably in investment management, consulting, banking or real estate Excellent written and verbal communication skills Strong sense of teamwork and excellent organizational skills Ability to work in a results-oriented, project-driven, real-time team environment, prioritize projects, self-start and deliver quality results within tight time constraints Creativity and very high attention to detail and quality, e.g. proofing content, punctuation, format, appearance, etc. Strong interpersonal skills and ability to manage senior managers and their expectations High energy level and willingness to engage and drive outcomes Ability to manage complex documentation Fully proficient in all Microsoft Office applications Strong numerical, analytical and problem-solving abilities Participate in continuing on-the-job training to develop new and existing skills Thrives in a continuous improvement environment; flexible and adaptable Ability to work across different time zones which may mean extended days Willingness to obtain any required Securities license(s) within a year of hiring Prior experience in real estate industry is preferred | |