Group Description: Evercore’s Real Estate Strategic Advisory (“RESA”) group provides comprehensive advisory and capital raising solutions to private and public real estate-focused companies, sponsors, and LPs globally. The group is a leader in in private M&A, recapitalizations and fundraising for real estate sponsors and has been named PERE’s Capital Advisory Firm of the Year, North America, for six consecutive year (2019-2024). Our diverse client base covers a broad spectrum of real estate market participants, financial sponsors, asset managers, public and private equity REITs, real estate developers and operators, real estate servicers, and others. Our full suite of investment banking services includes capital raising, capital structure advisory, M&A advisory and other areas of expertise.
What is the position? Evercore’s RESA group seeks to hire a Vice President, based in NY, to lead the day-to-day execution of its clients’ fundraising mandates. Working closely with senior RESA team members and the distribution team, the project management team is responsible for deal execution, underwriting and evaluation of new mandates and client relationship coordination and management.
Primary Responsibilities: This individual will oversee the end-to-end project management of our fundraises and ensure seamless execution of initiatives that support capital formation and fund marketing efforts for our clients. These responsibilities include, but are not limited to:
- Serving as the primary / day-to-day contact for fund managers and point of coordination for the internal distribution team
- Overseeing development of clients’ capital raising materials (PPMs, DDQs and investor presentations)
- Serving as a key resource for internal teams and clients on fund structures, fund terms, investment strategies and industry trends
- Opining on fundraising strategy at the client level
- Participating in meetings with potential new managers, leading client due diligence and preparing engagement proposals
- Analyzing fund performance and market data to evaluate potential fundraising opportunities and positioning of current mandates
- Leading, mentoring, and developing junior bankers assigned to each fundraise
- Providing insights on investor engagement, roadshows and meetings
- Evaluating current project management best practices and suggesting / introducing new ones across all mandates
- Tracking fundraising commitments and pipeline
Specific Qualifications: The candidate will be ambitious, self-directed, technically adept, creative, resourceful, and passionately interested in private real estate. This position comes with challenging work and a demanding environment in a growing firm and team. The ideal candidate will have:
- Undergraduate degree required
- 6+ years of experience in project management, investor relations, fundraising or product management/development within private real estate
- Deep understanding of private funds, fundraising processes, and investor expectations
- Strong leadership skills and a demonstrated track record of successfully managing multiple projects simultaneously while maintaining a strong, team-based attitude
- Strong attention to detail, analytical and organizational skills
- Excellent communication and presentation skills; comfort interacting with senior client executives and LPs
- Ability to manage a deal team, providing instruction as well as setting timelines, objectives, and standards
- Strong Excel modeling skills
- FINRA Series 79 (or 7) and Series 63
About Evercore: Evercore (NYSE: EVR) is a premier global independent investment banking advisory firm. We are dedicated to helping our clients achieve superior results through trusted independent and innovative advice on matters of strategic significance to boards of directors, management teams, and shareholders - including mergers and acquisitions, shareholder advisory, restructurings, and capital structure. Evercore also assists clients in raising public, private capital, delivers equity research, equity sales and agency trading execution, in addition to providing wealth and investment management services to high net worth individuals. Founded in 1995, the Firm is headquartered in New York and maintains offices and affiliate offices in major financial centers in North America, Europe, the Middle East and Asia. For more information, please visit www.evercore.com.
Inclusion and Equal Opportunity Employment: Evercore is an equal employment opportunity employer and does not discriminate against individuals because of actual or perceived race, color, creed, religion, sex, pregnancy, national origin or ancestry, mental or physical disability, age, veteran status, military status, citizenship status, sexual orientation, gender identity or expression, genetic information, or immigration or citizenship status, or any other characteristic protected by applicable law (referred to as “protected status”), in accordance with applicable federal, state and local laws.
Expected Base Salary Range: $275,000 - $275,000
In addition to a competitive base salary, employees may be eligible to receive a discretionary bonus delivered in the form of cash and/or deferred equity. Evercore also offers a variety of benefits and programs, subject to eligibility. These include, but are not limited to:
- Medical, prescription, dental, and vision insurance, including healthcare savings and reimbursements accounts
- 401(k) Retirement Plan
- Life and disability insurance, including additional voluntary financial protection insurance
- Well-being resources and programs, including mental health and mindfulness programs, digital wellness platforms, well-being events, and targeted on-site health services
- Family-building and family-support benefits
- Paid parental, caregiver, marriage and bereavement leave
- Commuter benefits, health club membership discounts, and other corporate discounts
- Paid holidays, vacation days, personal days, sick days, and volunteer opportunities
