Capital Markets Associate (m/f/d)

PATRIZIA • Toronto, ON

1d • Hybrid

About The Position

As an Associate, you will play a key role within the Capital Markets team at our location in Toronto, Canada! This role involves managing SalesForce data, coordinating marketing events, lead generation, assisting with roadshows and meeting follow-ups, managing reporting, creating client portals, attending conferences, assisting with compliance and administrative duties.

Requirements

• Business degree, MBA or demonstratable prior experience
• For those without prior experience, the need to complete the relevant, required industry qualifications and registration with relevant regulatory bodies for both Canada and the United States are imperative
• Strong computer and analytical skills
• Microsoft Office, PowerPoint, Excel, Python etc.
• Strong interpersonal skills, with the ability to collaborate effectively and build meaningful connections.
• Excellent presentation skills and being a self-starter.
• You like to work in a dynamic and purpose-led environment
• You're ready to take on responsibility and make a positive impact
• You're motivated by continuous improvement, eager to adapt and try new things, including travel

Nice To Haves

• Strong knowledge of SalesForce and Seismic are a definite asset.
• Working knowledge of German language would be considered an asset

Responsibilities

• Management of SalesForce data to ensure timely execution of marketing activities such as delivery of White Papers, Fund Updates and new fund launches to interested parties
• Coordination of marketing events targeted at key clients and prospects such as an Annual Holiday Cocktail and Informational Luncheons etc.
• Lead generation in new market segments i.e. pension funds under $1 billion in AUM, family offices
• Assistance in the planning and execution of Cross-Country Roadshows when Portfolio Managers, key executives and Founder across the Americas.
• Assistance with meeting follow-up and coordination of specific information requests with Products Team located in London and Augsburg. Attendence within meetings where appropriate or applicable.
• Coordination of Management Reporting for the Canadian operation primarily through SalesForce
• Creation of Client Portals for key prospects and relevant Canadian consultant firms
• Attendance with Head of Capital Markets at local conferences and industry events to source new leads for PATRIZIA
• Assistance in the day-to-day compliance activities and management of PATRIZIA’s North American regulatory structure
• Assistance with administrative duties such as travel bookings and expense tracking

Benefits

• Flexible working: A hybrid working model with an average of two remote working days per week
• Personal Development: Extensive internal training and development opportunities via our PATRIZIA Academy
• International & inclusive environment: An inclusive, equal-opportunity workplace within an international company, actively promoted by our ED&I Council
• Time for social engagement: Two additional days’ holiday, e.g. for projects run by our PATRIZIA Foundation
• Strong community spirit: Active employee initiatives and networks

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Education Level: Associate degree