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Waterton: SVP, Investor Relations


About Waterton

Waterton has grown from very humble beginnings with one phone and two desks to the successful, nationally recognized real estate investment and management firm it is today. As Waterton has evolved and grown, one thing has remained constant - the drive to achieve results by exceeding expectations. For 25 years Waterton remains passionate about delivering an incredible Resident Experience, which we believe is made possible by offering an extraordinary experience for our talented associates. We value performance that delivers experiences that exceed expectations, coupled with an unwavering commitment to Investor, Guest, and Resident service excellence. Overall we are a collection of people who strive daily to “find the good and leave it better”.

Job Summary

Responsible for developing and maintaining relationships with key prospective investors and consultants – with coverage of a significant portion of the United States and Canada. This work will relate to fundraising for all Waterton investment strategies – multifamily, SFR, senior living and hospitality. Lead the team’s work in developing all fund related materials and responses – presentations, fact sheets, PPMs and DDQs. Direct the capital development plan for Waterton’s senior living and hospitality strategies by working closely with the team to develop a fundraising strategy and appropriate products, and oversee the sales process and closing.

The senior investor relations professional will have 10+ years of investor-facing experience, with established investor and consultant relationships and experience in private equity fund development and capital raising required.

Your Impact And Job Responsibilities

  • Proven leadership and mentorship capabilities with junior, mid and senior level team members; ability to provide positive development and guidance through a coaching, collaborative approach

  • High level marketing and due diligence expertise. Detailed understanding of the process, mechanics and best practices of coordinating new product fundraises – from developing a product to the most salient marketing and diligence collateral to successfully managing on-site visits and diligence support to finalizing legal negotiation

  • Established investor and consultant relationships in the U.S. (ex-U.S. a positive) with those actively committing to and advising on closed end, separate account and/or co-investment multifamily, senior living and hospitality strategies – including a detailed understanding of inner workings and decision process within the investor and consultant organizations

  • Develop investor and consultant relationships to close (i.e. demonstrated capital commitments to funds and/or accounts)

Major Responsibilities

  • Work closely with the team to develop marketing collateral, due diligence materials and RFP responses

  • Build and represent the Waterton “brand”; differentiate and position Waterton and its funds from other firms seeking capital

  • Lead the capital strategy for Waterton’s hospitality and senior living strategies

  • Drive new relationships by targeting institutional investor and consultant prospects, across channel-type, in defined U.S. and Canadian markets

  • Proactively cross-sell the firm's products to existing and new clients where appropriate

  • Work in close collaboration with senior professionals across Investments, Portfolio Management, Operations, Legal, Compliance and IT to ensure the firm’s best resources are introduced to potential investors, as well as involved in producing due diligence materials and fulfilling investor requests

What You’ll Bring- Desired Skills And Experience

  • Education: Bachelor’s Degree in Business, Marketing, Communication or related field preferred. Graduate Degree preferred.

  • Experience: 15+ years progressive Marketing experience with at least 10 years’ experience in an investor-facing, leadership role within multifamily or a related industry

  • Ability to to Travel: Travel required 30 – 50% generally

We Offer a Wide Variety Of Benefits Including

At Waterton, we recognize that compensation and benefits are important not only to our associates but to their families as well.

  • Competitive compensation and incentive program participation.

  • Full suite of benefits including Medical, Dental, Life, Disability, and even pet insurance.

  • 401K + match

  • Generous paid time off, volunteer time off, and paid holidays

  • A commitment to life-long learning through learning plans that include internal and external trainings, as well as consideration for tuition reimbursement.

  • Hybrid work environment (based on business or position need)

Waterton welcomes all.

Waterton is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.

Successful applicants for corporate positions must be fully vaccinated against COVID-19 as a condition of employment; requests for medical or religious needs requiring exemption may be made. Does not apply to onsite positions.

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