Capital Raising Associate

The Klotz Group of Companies • Atlantic Beach • 8h ago

Position Summary

We are seeking a motivated and entrepreneurial-minded Associate - Capital Raising to join our vertically integrated real estate investment platform. This individual will support the capital-raising process, assist in developing strategies to secure investment capital, and manage relationships with institutional investors, family offices, ultra-high-net-worth individuals (UHNWIs), and other equity sources. Focusing on multifamily, mixed-use development, and value-add investment strategies, this role offers a unique opportunity to contribute to the firm’s capital markets initiatives while gaining valuable experience in the real estate investment space.

This position is ideal for a commercially savvy, detail-oriented professional passionate about building relationships and driving innovation in real estate investment.

About Us

We are developers, owners, and operators of multifamily and mixed-use assets throughout the Southeast, driven by a mission to transform how real estate investment and management operate. Our vertically integrated platform includes subsidiaries specializing in brokerage, mortgage banking, property management, development, construction, investment banking, insurance, marketing, and architecture. This structure supports internal projects while serving third-party clients.

Our team thrives in fast-paced, goal-oriented environments, and we seek like-minded individuals eager to contribute to our growth and success.

Key Responsibilities:

Capital Raising and Investor Relations:

Raise equity capital for real estate funds, programmatic joint ventures, and other investment vehicles.
Support the development and implementation of investor relations policies and procedures.
Research and identify potential capital sources, including UHNWIs, family offices, and institutional investors.
Prepare marketing materials, confidential information memoranda, and investor presentations.
Coordinate logistics for investor meetings, roadshows, and other fundraising events.

Strategy and Analysis:

Work closely with senior leadership to align capital-raising activities with the firm’s investment strategies.
Analyze market trends to support the identification of opportunities and adaptation of investment strategies.
Collaborate with the Acquisitions and Development teams on underwriting, financial modeling, and structuring investment opportunities.

Transaction Support:

Assist in project financing efforts, including securing new loans and refinancing existing assets.
Support due diligence processes for equity and debt transactions.
Help negotiate and structure investment agreements alongside senior team members.

Marketing and Branding:

Contribute to marketing efforts to enhance the firm’s visibility in capital markets.
Assist in promoting the company’s brand through website content, press releases, and other outreach efforts.

Preferred Qualifications

Experience: 2–3 years in real estate, finance, or a related field, with exposure to capital raising or investor relations.
Skills: Strong communication, financial analysis, and organizational skills; proficiency in creating effective pitches and presentations.
Relationships: Interest in building connections within the investor community, including family offices and institutional investors.
Industry Knowledge: Basic understanding of multifamily, mixed-use development, and value-add investment strategies.
Personal Attributes: Entrepreneurial mindset, proactive attitude, and commitment to excellence.

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