USAA Real Estate

Director, Investor Due Diligence

Job Location US-TX-San Antonio
ID
2022-2092
# of Openings
1

Company Overview

Along with its affiliate companies, USAA Real Estate invests across the risk spectrum for a global client base, managing over $36 billion in net assets under management within a diversified portfolio across North America and Europe.  USAA Real Estate provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics.  For more information, visit usrealco.com.

 

USAA Real Estate is the brand name that applies to its affiliates and subsidiaries, including US Equity Advisors and Square Mile Capital Management, both of which are registered with the U.S. Securities and Exchange Commission as investment advisors.

Job Description

The Director, Investor Due Diligence is an integral member of the Investor Due Diligence team with primary responsibility for (i) tracking and completing investor due diligence questionnaires (DDQ’s) and request for proposals (RFP’s), (ii) serving as a liaison to the investor consultant community, (iii) assisting the Global Investors Group (GIG) capital raising team with presentations and meetings and (iv) maintaining and updating the HubSpot and RocketDocs databases.

 

Essential Duties:

  • Work with Head of Due Diligence to track prospective investor DDQ’s, RFP’s and other prospective investor inquiries to ensure timely and accurate completion.
  • Save and regularly update standard responses in RocketDocs proposal software platform to facilitate quick and consistent responses to future inquiries.
  • Assist the Global Investors Group (GIG) capital raising and Portfolio Management teams with investor documentation and closing processes.
  • Provide assistance and support for compliance requirements necessary as part of becoming a Registered Investment Advisor
  • Provide assistance and support for the creation of a GIG consultant tracking workbook.
  • Serve as an integral member of GIG consultant strategy team, which will develop individual business development strategies for each tracked consulting firm.
  • Assume primary responsibility for maintaining and updating the GIG consultant tracking workbook.
  • Assist with scheduling and coordinating consultant and investor meetings.
  • Prepare briefing notes for GIG capital raising team in advance of consultant and investor meetings.
  • Selectively attend investor meetings and industry conferences.
  • Update HubSpot software platform with information helpful to servicing current and prospective investors.
  • Complete special projects and other investor-related responsibilities as assigned. 
  • Develop a comprehensive understanding of the entity and legal structures of funds and separate accounts.
  • Additional duties, as assigned.

 

At USAA Real Estate our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, business casual dress attire and much more! https://usaarealestatecareers.com/careers/benefits/ Qualified applicants must successfully complete a comprehensive pre-employment background screening and drug screening.  The above description reflects the details considered necessary to describe the principal functions of the job and should not be construed as a detailed description of all the work requirements that may be performed in the job.

 

 

USAA Real Estate Company is an Equal Opportunity and Affirmative Action Employer of Females, Minorities, Veterans and Disabled.

Requirements

Minimum Qualifications:

  • Bachelor’s degree in Accounting, Finance, Quantitative Analysis or related field.
  • 5 -10 years of applicable experience in due diligence or investor relations, preferably in private equity real estate.
  • Advanced proficiency with Microsoft Excel, PowerPoint and Word.
  • Exceptionally strong analytical and communication (both verbal and written) skills. 
  • Ability to work extended hours as needed.
  • Experience with Yardi, RocketDocs or HubSpot software preferred.
  • Willing to work onsite in the San Antonio headquarter office and show proof of vaccination.
  • Qualifications may warrant placement in different job title.

Key Competencies:

  • High level of attention to detail, aptitude, poise and maturity.
  • Highly motivated self-starter who can work well both individually and as part of a team.
  • Proven track record of excellence in managing projects and meeting deadlines.
  • Possess a strong work ethic, honesty and integrity.
  • Strong interpersonal skills and ability to interface with all levels of internal employees as well as with external parties in a polished and professional manner.

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