Forum for All.

We believe that differences make us better and feed innovation. Open to everything. Stopping at nothing. Forum people take action, get involved, and get results: together. We have a diverse following, serve diverse communities, and aim to reflect that within, creating a Forum for All.

Together we can achieve everything.

We’re a culture of do-ers. Always improving. Never settling. Going deep. Putting our heart and soul into everything we deliver. Everyone contributes. Everyone has each’s other’s backs. We welcome challenges, celebrate successes and always keep our eyes on the prize. Good thing we know how to play hard, too.

CURRENT CAREER OPPORTUNITIES:

MANAGING DIRECTOR - BUSINESS DEVELOPMENT, PRIVATE CLIENT GROUP

MANAGING DIRECTOR - BUSINESS DEVELOPMENT, PRIVATE CLIENT GROUP

POSITION SUMMARY

The Managing Director - Business Development is responsible for the capital raise efforts for all Forum investment strategies focusing on designating Forum’s existing Private Client Group investors (HNW) as well as sourcing new PCG investors. This role will identify and pursue new relationships to provide capital to grow Forum’s real estate product offerings , and work directly managing and transitioning PCG investor relationships and maintaining the CRM for all such investors. The successful candidate will be a brand ambassador for Forum’s existing investor base, and ideally, have an existing network of investors to bring to the company.

KEY RESPONSIBILITIES:

  • Coordinate and execute fund-raising efforts (including commitment fund vehicles or direct investments) for investments in real estate developments and acquisitions.
  • Design, coordinate and execute PGC client and prospecting events designed to retain and expand the PGC membership and grow the AUM in the PCG.
  • Collaborate with the Institutional team to generate effective advisor referrals from the PCG.
  • Collaborate with the distribution intelligence team to generate high value visualizations (e.g. dashboards) for management
  • Create regular and ad hoc reporting to translate sales analytics into insights
  • Design and manage the implementation of the Distribution Intelligence platform which includes regular sales and activity reporting, partner firm and company KPIs, compensation reporting and board presentation materials
  • Work with team to help create team OKRs (goals)
  • Develop and optimize client segmentation model utilizing available data sources (sales, CRM data, industry sales data, etc.)
  • Work with team to create competitive intelligence framework to better evaluate industry opportunities and competitor trends. Work with team to utilize this data to create opportunity reporting for sales teams in order to increase targeted selling.
  • Coordinate with Distribution Intelligence teams to resolve any sales reporting issues.
  • Work with team to deliver expert data-driven insights to the Distribution leadership to guide strategy, investment decisions and prioritization.

Supervisory Responsibilities: None, at this time.

SKILLS, QUALIFICATIONS, EDUCATION & TECHNICAL REQUIREMENTS:

  • Experience in financial services industry, and in particular the multifamily real estate sector (asset and wealth management exposure a plus)
  • Detailed understanding of sales and relationship management business process: lead generation, opportunity pipeline management, sales forecasting, territory loading and client servicing models
  • Bachelor’s in economics or finance preferred or equivalent work experience; Master’s degree a plus
  • Experience with HubSpot, Juniper or other CRM systems
  • Considerable experience working with large datasets from multiple sources, specifically 3rd party data such as Brightscope, Broadridge, Market Metrics, Discovery Database, RIA Database, and firm level reports
  • Proficiency with data visualization tools (Tableau, Power BI or similar), data sourcing/prepping tools (SQL and/or Alteryx), and common project/business communication software (Excel, PowerPoint, or similar)
  • Excellent interpersonal/communication skills including ability to articulate/thoughtfully present to senior leaders
  • Proven ability to collaborate with partner business/technology teams while influencing decision-making/prioritization/timelines
  • Detail-oriented and resilient with ability to persevere to solve obstacles; strong time management/organizational skills to manage multiple competing priorities
  • Must possess strong analytical, strategic, project management, decision-making and problem-solving skills


COMPETENCIES:

To perform this job successfully, the individual should demonstrate the following competencies:

  1. Analytical Skills: Collects and researches data; designs workflows and procedures; identifies data relationships and dependencies; synthesizes complex or diverse information; and uses intuition and experience to complement data.
  2. Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
  3. Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
  4. Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
  5. Judgement: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
  6. Strategic Thinking: Adapts strategy to changing conditions; analyzes market and competition; develops strategies to achieve organizational goals; identifies external threats and opportunities; understands organization’s strengths & weaknesses.
  7. Leadership: Exhibits confidence in self and others; inspires respect and trust; motivates others to perform well; reacts well under pressure; shows courage to take action.
  8. Change Management: Builds commitment and overcomes resistance; communicates change effectively; develops workable implementation plans; monitors transition and evaluates results; and prepares and supports those affected by change.
  9. Planning & Organization: Integrates changes smoothly; plans for additional resources; prioritizes and plans work activities; sets goals and objectives; uses time efficiently; and works in an organized manner.
  10. Business Ethics: Inspires the trust of others; keeps commitments; treats people with respect; upholds organizational values; works with integrity and ethically.

Compensation Information: The base salary for the position is $150,000 - $200,000. Variable compensation will be based on production. This range is estimated for this role. Actual pay may be different.

If you are interested in this role, please submit your resume and link to your portfolio.

DIRECTOR - FUND OPERATIONS

DIRECTOR - FUND OPERATIONS

POSITION SUMMARY

The Director - Fund Operations will manage the day-to-day operations of Forum Capital Advisors  LLC ("FCA") and its investment offerings. The Director will oversee fund operations while also documenting and implementing best practices and assisting with the regulatory compliance of all investment vehicles. This role will ensure the efficient and effective operations of all FCA fund offerings and assist with third-party vendor management and regulatory compliance. This position reports directly to the Chief Operating Officer of FCA.

KEY RESPONSIBILITIES:

  • Oversee the day-to-day operations and administration of FCA’s fund offerings which consist of both public (1940-Act) and private closed end funds
  • Manage capital and liquidity needs of funds including capital calls, redemptions, and financing
  • Oversee fund launch processes as applicable, including working closely with counsel and CCO/GC in completion of fund formation documents, and facilitating investor closings with Investor Services
  • Oversee Income Fund’s daily NAV reporting process, coordinating with service providers accordingly
  • Prepare materials for and moderate fund Valuation Committee meetings
  • Pro-actively document, implement and help enforce operational best practices, policies, and procedures, as needed
  • Coordinate with external vendors and internal employees/teams (fund administration, legal, compliance, fund accounting, etc.) on an ongoing basis
  • Assist Chief Compliance Officer with maintaining the firm’s SEC exam readiness database
  • Assist the Chief Compliance Officer with various routine regulatory filings
  • Provide reporting to management, outside vendors, and the Board of Trustees (if applicable) as needed
  • Work with and assist Capital Raising and Investor Services teams in meeting various requests
  • Provide pro-active guidance on issues with fund operations, vendor service performance and other concerns
  • Manage the calculation and approval process of fund capital calls and distributions, along with corresponding investor reports
  • Assist in responding to audit and regulatory requests
  • Work with the entire FCA team to onboard/launch new products
  • Help to ensure that all FCA Investors and third-party intermediaries are satisfied with their experience as an Investor with Forum

Supervisory Responsibilities: None, at this time; potential Manager for Fund Operations as we continue to grow.

SKILLS, QUALIFICATIONS, EDUCATION & TECHNICAL REQUIREMENTS:

  • Bachelor’s degree in accounting, finance, or business administration (or equivalent work experience) required
  • Minimum combined 8 years of 40-Act and/or private fund operational experience
  • Experience with 40-Act Funds required. Private, closed-end funds, securities, and NAV REIT structures would be a plus.
  • Familiarity with applicable SEC and FINRA regulations
  • Experience in overseeing fund administrators, valuation services providers, and other third parties
  • Experience as an effective and results driven project manager
  • Strong sense of ethics, integrity, honesty, and initiative
  • Ability to collaborate and work with other FCA employees and external service providers
  • Advanced Proficiency in Microsoft Suite: Word, PowerPoint, Excel


COMPETENCIES:

To perform this job successfully, the individual should demonstrate the following competencies:

  1. Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
  2. Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
  3. Judgement: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
  4. Strategic Thinking: Adapts strategy to changing conditions; analyzes market and competition; develops strategies to achieve organizational goals; identifies external threats and opportunities; understands organization’s strengths & weaknesses.
  5. Leadership: Exhibits confidence in self and others; inspires respect and trust; motivates others to perform well; reacts well under pressure; shows courage to take action.
  6. Change Management: Builds commitment and overcomes resistance; communicates change effectively; develops workable implementation plans; monitors transition and evaluates results; and prepares and supports those affected by change.
  7. Planning & Organization: Integrates changes smoothly; plans for additional resources; prioritizes and plans work activities; sets goals and objectives; uses time efficiently; and works in an organized manner.
  8. Business Ethics: Inspires the trust of others; keeps commitments; treats people with respect; upholds organizational values; works with integrity and ethically.

Compensation Information: The base salary for the position is $120,000 - $180,250. Variable compensation will be based on production. This range is estimated for this role. Actual pay may be different.

If you are interested in this role, please submit your resume and link to your portfolio.

Director – Investments – Land Acquisitions

Director – Investments – Land Acquisitions

POSITION SUMMARY

Forum Investment Group is seeking a member of its investment team responsible identifying multifamily development sites in designated markets. This role includes assisting in market analysis/selection, underwriting each investment, finding development land sites, sourcing JV development opportunities, preparing investment committee materials and relationship-building.  In this role you will work with the Portfolio Management team and senior management to establish the company’s short-term and long-term investment strategies aimed at expanding the company’s portfolio.

KEY RESPONSIBILITIES:

  • Responsible for the sourcing land sites, underwriting and execution of investment opportunities in designated markets, working with leadership, Development team and Portfolio Management team to create business plan for each investment opportunity.
  • Develop, maintain, and manage real estate network to source investment opportunities, including spending significant time in the designated markets.
  • Track and maintain a pipeline of deals whether they are on market, off market, or have sold to another buyer.
  • Assist in preparing investment presentations and offering memorandums for each acquisition to include detailed business plans that have annual operating plans, financial forecasts and strategic plans.
  • Assist with due diligence process on investment opportunities, including market, site and zoning assessments
  • Work with Manager and Executive Leadership to help structure, negotiate, and close transactions.
  • Assist in the developing, communicating, and implementation of the investment strategy to include the potential of assisting raising capital and identifying equity partners.
  • Represent Forum at industry events.

SKILLS + QUALIFICATIONS:

  • Minimum of 8 years of real estate investment experience in the multifamily industry.
  • Experience working across the full timeline of a deal including initial review, underwriting, investment committee, due diligence, development (as appropriate) and asset management.
  • Experience and comfort to independently field investor questions.
  • Excellent financial modeling, research, quantitative and analytical skills combined with a growing network of relationships to source investment opportunities.
  • Strong interpersonal skills with a demonstrated ability to work with internal and external business partners, consultants, and clients.
  • Ability to effectively communicate complex issues both verbally and in writing to senior management and clients.
  • Highly self-motivated with the ability to work effectively independently and within a fast-paced, team environment.
  • Highly organized and skilled at prioritization and time management.
  • Adept communicator both orally and written.
  • Results driven.

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree or equivalent
  • 8+ years related experience and/or training; or equivalent combination of education and experience
  • No certifications required

COMPETENCIES:

To perform this job successfully, the individual should demonstrate the following competencies.

Key Job Competencies:

  1. Communication-Maintains excellent direct dialog with senior leadership, peers, associates and outsiders.
  2. Quality Management - Looks for ways to improve and promote quality; demonstrates accuracy and thoroughness.
  3. Business Acumen - Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
  4. Cost-Consciousness - Works within approved budget; develops and implements cost saving measures; contributes to profits and revenue; conserves organizational resources.
  5. Judgement - Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
  6. Quality - Demonstrates accuracy and thoroughness; looks for ways to improve and promote quality; applies feedback to improve performance; monitors own work to ensure quality.

Company-Wide Competencies:

  1. Professional (dependable)
  2. Focus on results
  3. Analytical, problem solver
  4. Team work and collaboration
  5. Emotional intelligence
  6. Self-starter, takes initiative
  7. Continuous learning
  8. Maintains quality standards

Forum Values:

  • Blaze the future. Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks and always challenge the status quo. (Entrepreneurial)
  • Dare to be clear. Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great. (Clear)
  • Stay open. Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another. (Vulnerable, Transparency)
  • Make it better together. Go all in. Get messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Take it out. Listen. Learn. Repeat. (Collaborative)

Compensation Information: Base salary range is $120,000 to $180,250. This range is estimated for this role; actual pay may be different.

If you are interested in this role, please submit your resume and link to your portfolio.

Director – TAX

Director – TAX

POSITION SUMMARY

The Director – Tax will be an integral team member of Forum’s Finance & Accounting team and will report directly to the Managing Director - Finance & Accounting (the “Supervisor”).  The Director – Tax will have primary responsibilities for a variety of tax related accounting tasks and is principally responsible for ensuring consistency of tax compliance across the portfolio of Special Purpose Entities (SPEs). The Director – Tax will work proactively and collaboratively with the other members of the team, assisting with special or one-off projects as directed by the Supervisor.

KEY RESPONSIBILITIES:

  • Primary liaison with tax preparers for all information needs related to Forum entities (excluding the SPEs)
  • Manage & coordinate information needs for tax preparers for SPE entities (i.e., in conjunction with Asset Management group)
  • Maintain tax fixed asset ledgers in conjunction with tax preparers as needed
  • Manage annual tax return preparation process with third parties, including coordinating information requests, preparing (or working with property managers or Investors Relations to prepare) all client PBC’s, remitting any Federal or State tax withholdings to the proper authorities, coordinating with Asset Management to withhold necessary payments from distributions, and reviewing final SPE tax returns prior to filing, tying respective amounts back to final trial balances
  • Review opening balance sheets for new acquisitions and liaising with tax preparer to ensure opening entries correctly recorded
  • Assist with property sale calculations and, when necessary, 1031, Like-Kind Exchange and deferred gain computations
  • Review distribution set-up in Juniper Square and assist with quarterly and closeout distributions as necessary
  • Liaise with property and portfolio managers for all property tax filings (business personal property), providing technical guidance as necessary
  • Review SPE balance sheets post sale to track (and reconcile) all remaining cash balances and payments/receipts subsequent to closing, and to ensure balance sheet properly closed out
  • Understanding and compliance with tax and financial accounting policies, internal control procedures and practices
  • Support Investor Relations as needed in addressing investor tax questions
  • Interact with tax preparers as needed to address partner capital account issues
  • Perform other duties or projects as assigned

SKILLS + QUALIFICATIONS:

  • Deadline driven with the ability to handle multiple tasks and for multiple projects
  • Highly organized and detail oriented
  • Strong written and verbal communication skills
  • Demonstrated ability to work collaboratively within a small company team environment
  • Professional in demeanor, actions and attitude toward colleagues and external stakeholders
  • Looks for ways to improve processes or streamline workflows

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in accounting or equivalent work experience required; CPA a plus
  • Seven plus years prior accounting and tax experience, including technical tax research competency
  • Prior partnership tax experience required.
  • Prior real estate industry experience highly preferred
  • 1031 and/or Like-Kind Exchange experience highly preferred
  • Strong skills in Microsoft Office products, including Microsoft Excel, Word and PowerPoint

COMPETENCIES:

To perform this job successfully, the individual should demonstrate the following competencies.

Key Job Competencies:

  1. Analytical Skills: Collects and researches data; designs workflows and procedures; identifies data relationships and dependencies; synthesizes complex or diverse information; and, uses intuition and experience to complement data.
  2. Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
  3. Judgement: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
  4. Planning & Organization: Integrates changes smoothly; plans for additional resources; prioritizes and plans work activities; sets goals and objectives; uses time efficiently; and, works in an organized manner.
  5. Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
  6. Dependability: Commits to doing the best job possible; follows instructions, responds to management direction; keeps commitments; meets attendance and punctuality guidelines; responds to requests for service and assistance; and, takes responsibility for own actions.
  7. Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.

Company-Wide Competencies:

  1. Professional (dependable)
  2. Focus on results
  3. Analytical, problem solver
  4. Team work and collaboration
  5. Emotional intelligence
  6. Self-starter, takes initiative
  7. Continuous learning
  8. Maintains quality standards

Forum Values:

  • Blaze the future. Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks and always challenge the status quo. (Entrepreneurial)
  • Dare to be clear. Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great. (Clear)
  • Stay open. Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another. (Vulnerable, Transparency)
  • Make it better together. Go all in. Get messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Take it out. Listen. Learn. Repeat. (Collaborative)

Compensation Information: Base salary range is $120,000 to $180,250. This range is estimated for this role; actual pay may be different.

If you are interested in this role, please submit your resume and link to your portfolio.

Director – Investor Relations

Director – Investor Relations

POSITION SUMMARY

Responsible for executing a multifaceted investor relations strategy, foundational tactics, and an overall roadmap. Working closely with Forum Leadership and Business Development/Investor Relations teams, you will ensure that Forum’s universe is appropriately aligned with investors and stakeholders. We are looking for you to start to form meaningful, genuine and sustainable relationships with each of our investors that honor their individual preferences and needs while remaining committed to our platform. We are looking to build Forum as a significant and trusted player in real estate investment / asset management sphere, and this role will need to drive a long-term strategy with our current and prospective investors to ensure we have the resources needed to execute on the company’s long-term vision.

KEY RESPONSIBILITIES:

  • Define and execute a robust investor relations vision, strategy, and roadmap that aligns with our broader Forum relationship strategy across the team.
  • Evaluate, optimize, and support positive and meaningful relationships with our investors and shareholders.
  • Create a clear and consistent communication strategy and cadence with our various investor audiences.
  • Lead or participate in all investor calls and meetings, including development of related content and collateral, to ensure productive meetings
  • Analyze investor and target (potential investor) profiles for participation in roadshows to maximize effectiveness of Executive Leadership Team and business development teams’ time.
  • Responsible for recording/documenting all investor conversations, activity, and meetings using CRM systems (e.g. Juniper Square and Salesforce, etc.).
  • Responsible for timely follow-up on leads and referrals (i.e. within 24 hours).
  • Prepare and manage quarterly reporting process, including crafting investor newsletters, quarterly reports, and talking points for CEO quarterly videos or announcements.
  • Develop, manage and execute an active calendar of next-level events including annual investor conferences, non-deal roadshows, and other investor and analyst events.
  • Work with Marketing & Communications to prepare marketing materials, offering memoranda, legal documents (operating agreements), and presentations to new and existing clients.
  • Strategic input to budget and budgeting process, including monthly monitoring of expenses.
  • Manage relevant third-party vendor services, including contract renewals.
  • Manage investor database.
  • Be familiar with and adhere to all rules, regulations, and investment constraints.
  • Create, develop and manage reporting, analytics, and investor documents.
  • Work with finance, investment, and legal teams to respond to ordinary course investor inquiries.

SKILLS + QUALIFICATIONS:

  • Prior experience in an investor-facing role.
  • Exceptional interpersonal and strong relationship management skills anchored by a love for creating a personalized investor experience is paramount – an ability to make every investor feel special.
  • Highly self-motivated with a proactive, entrepreneurial mindset – and an ability to thrive in a relatively unstructured, but goal-oriented professional environment.
  • Strong written and verbal communication skills with a clear ability to effectively collaborate with other departments and professionals – inside and outside the organization.
  • Extremely detail-oriented, with a desire to deliver exceptional experiences and quality work.
  • Able to thrive in a high-velocity workplace, with a demonstrated ability to prioritize workload in a fast-paced environment.
  • Working knowledge and a passion for real estate finance and equity markets preferred.

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in business or finance-related field; or equivalent prior work experience.
  • Minimum 5+ years previous investor relations experience.
  • Experience in financial services, specifically investment funds, real estate equity and debt products a plus.
  • Experience with Salesforce, Juniper Square, IntraLinks and/or FISDX preferred.
  • Advanced proficiency in Microsoft Suite: Word, PowerPoint, Excel

COMPETENCIES:

To perform this job successfully, the individual should demonstrate the following competencies.

Key Job Competencies:

  1. Customer Service: Displays courtesy and sensitivity; manages difficult or emotional customer situations; meets commitments; responds promptly to customer needs; solicits customer feedback to improve service.
  2. Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on good opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
  3. Communications: Exhibits good listening and comprehension; expresses ideas and thoughts well in written form; expresses ideas and thoughts well verbally; keeps others adequately informed; selects and uses appropriate communication methods.
  4. Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
  5. Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
  6. Judgment: Displays willingness to make decisions; exhibits sound and accurate judgment; includes appropriate people in decision-making process; makes timely decisions; supports and explains reasons for decisions.
  7. Teamwork: Balances team and individual responsibilities; Contributes to building a positive team spirit; Exhibits objectivity and openness to others' views; Gives and welcomes feedback; Puts success of team above own interests
  8. Cooperation: Displays positive outlook and pleasant manner; establishes and maintains effective relations; exhibits tact and consideration; offers assistance and support to co-workers; works actively to resolve conflicts; works cooperatively in group situations.
  9. Problem-Solving: Develops alternative solutions; gathers and analyzes information skillfully; identifies problems in a timely manner; resolves problems in early stages; works well in group problem-solving situations.
  10. Analytical: Collects and researches data; designs workflows and procedures; identifies data relationships and dependencies; synthesizes complex or diverse information; uses intuition and experience to complement data.

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum core competencies:

Company-Wide Competencies:

  • Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.
  • Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
  • Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.
  • Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.
  • Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.
  • Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right”; displays loyalty even when tough to do so.

Compensation Information: Base salary range is $120,000 to $180,250. This range is estimated for this role; actual pay may be different.

If you are interested in this role, please submit your resume and link to your portfolio.

Associate Director - Content Strategist

Associate Director - Content Strategist

POSITION SUMMARY

This role is responsible for developing impactful content and marketing collateral in support of Forum’s product, sales and business goals. As a key member of the Marketing team, this role works collaboratively with the Product Management, Compliance, Structured Finance, and Investments teams to develop compelling content that drives clear and consistent messaging  on Forum’s products and attributes. This role is both strategic and tactical in nature and requires a deep understanding commercial real estate equity structures, debt, structured finance, and commercial real estate funds, with a focus on multifamily investments. Our ideal candidate is someone who thrives in a dynamic and fast-paced culture, is accustomed to managing multiple projects to tight deadlines, and has a history of using data analytics to create compelling messaging on investment strategies and specific products/attributes. Requires the ability to take complex information and create messaging for different audience groups including high net worth, family offices, RIAs/intermediaries as well as institutional clients.

KEY RESPONSIBILITIES:

  • A passion for content strategy and creation; someone who cares that no fact goes unchecked, no weak subject line is glossed over, and no grammatical error is shrugged off.
  • Comfortable communicating with sophisticated audiences and explaining highly technical or complicated subjects across audiences.
  • Own the development and production of messaging and marketing materials (e.g. pitch decks, sales sheets, webs copy, thought leadership/articles, conference and event materials, email campaigns, promotional materials, etc.).
  • focused on increasing the reach and impact of our messaging that differentiates and establishes Forum’s position as a boutique, multifamily-focused asset management firm.
  • Collaborate with product management and sales team to understand business objectives, selling processes, audience needs and interests in order to develop targeted messaging and marketing materials for RIA audience.
  • Conceive creative and impactful marketing collateral working with our design resources.
  • Coordinate the production and quality control of monthly and quarterly factsheets, presentations, positioning and brand marketing documents, educational material, and ad hoc collateral.
  • Prioritize workflow of material and implement automation for efficiency.
  • Think proactively and creatively about needs and contribute to idea generation.
  • Journalism background is a huge plus, especially in the economy and/or financial sector.
  • Ability to write and proofread short- and long-form copy for marketing, advertising, and social media purposes.
  • Research, check factual accuracy, and uphold editorial guidelines on all content pieces.
  • Ability to collaborate across client marketing organizations and teams to provide a creative, editorial POV on content, as needed.
  • Ensure accuracy, appropriateness and quality reviews of presentations and marketing material from a product, audience, internal best practices, and a regulatory perspective – ensuring all materials are up to date at all times.
  • Responsible for compliance and material review/update process required for all regulated fund products including working with the firms CCO and third party FINRA and SEC regulatory compliance groups.
  • Additional duties as needed.

SKILLS + QUALIFICATIONS:

  • Excellent writing and editing skills, with the ability to tailor content appropriately for institutional and retail audiences to deepen relationships with our firm and brand.
  • Strong understanding of investment strategies.
  • Must possess a strong knowledge of financial services, and experience with the retail channels (broker-dealers, wirehouses and RIAs) and FINRA advertising regulations.
  • Must be highly organized to manage multiple simultaneous projects, programs, and deliverables.
  • Excellent interpersonal, written and oral communication skills.
  • Effective team player, with strong collaboration skills and a desire to learn and grow.
  • Ability to work in a highly matrixed corporate environment across various business and functional teams.
  • Background in developing content utilized with RIA, family office, high net worth and institutions.
  • Exceptional attention to detail with experience proof-reading, fact-checking.
  • Excellent grammar and writing skills, and the ability to translate complex, technical information into compelling messaging that resonates with target audiences.
  • A personal passion to perform with uncompromising alignment with team members, clients, and partners.
  • Investment fund product knowledge and story-building/telling expertise.
  • Ability to think creatively, strategically, and independently to build a consistent story with supporting data.
  • Creative approach to problem-solving and an innovative mindset to set our products apart.
  • Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively in a fast paced, entrepreneurial environment.

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in journalism, marketing, business, finance, real estate, or relevant work experience; MBA a plus.
  • 7+ years overall marketing, communications/content experience in financial services, specifically investment funds, real estate equity, and debt products.
  • Proven experience in a content production-oriented role required. Work samples required.
  • Advanced Proficiency in Microsoft Suite: Word, PowerPoint, Excel
  • Experience in Adobe Creative Suite a plus, but not required

COMPETENCIES:

To perform this job successfully, the individual should demonstrate the following competencies.

Key Job Competencies:

  1. Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
  2. Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
  3. Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
  4. Problem-Solving: Develops alternative solutions; gathers and analyzes information skillfully; identifies problems in a timely manner; resolves problems in early stages; works well in group problem-solving situations.
  5. Dependability: Commits to doing the best job possible; follows instructions, responds to management direction; keeps commitments; meets attendance and punctuality guidelines; responds to requests for service and assistance; takes responsibility for own actions.
  6. Project Management: Communicates changes and progress; completes projects on time and on budget; coordinates projects; develops project plans; manages project team activities.
  7. Judgement: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
  8. Communications: Exhibits good listening and comprehension; expresses ideas and thoughts well in written form; expresses ideas and thoughts well verbally; keeps others adequately informed; selects and uses appropriate communication methods.
  9. Teamwork: Balances team and individual responsibilities; contributes to building a positive team spirit; exhibits objectivity and openness to others’ views; gives and welcomes feedback; puts success of team above own interests.

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum core competencies:

Company-Wide Competencies:

  1. Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.
  2. Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
  3. Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.
  4. Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.
  5. Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.
  6. Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right;” displays loyalty even when tough to do so.

Compensation Information: Base salary range is $100,000 to $154,500. This range is estimated for this role; actual pay may be different.

If you are interested in this role, please submit your resume and link to your portfolio.

Associate - Marketing

Associate - Marketing

POSITION SUMMARY

This role is responsible for helping to plan, develop and execute various marketing initiatives that support Forum’s different business lines and product offerings – acquisitions, developments, structured finance and real estate debt product offerings. As an integral member of the marketing team, you will assist with email and social marketing campaigns, website maintenance, marketing collateral production and proofreading, and overall communications support. The ideal candidate will have prior real estate industry experience and possess exceptional project management skills with excellent attention to detail. You are curious, hardworking, able to take direction well and adept at learning new things and new technologies. This role requires an ability to work independently with minimal supervision with multiple projects on tight deadlines.

KEY RESPONSIBILITIES:

  • Help manage multiple email marketing campaigns in HubSpot, including building and sending emails, list management and KPI/metrics reporting.
  • Manage team’s marketing and project pipeline utilizing Microsoft Teams, HubSpot CRM and MeisterTask project management software tools.
  • Create and manage project trackers and lists, following up with team members and other stakeholders, as required to ensure all deliverables are completed in an accurate and timely fashion.
  • Assist in the development and production of marketing materials including proofreading marketing materials such as offering memorandums, fact sheets, digital and social media content, newsletters, whitepapers, and more.
  • Assist with coordination and execution of investor events and supporting materials, including investor and/or employee swag inventory management, as needed.
  • Manage website creation, content, SEO and analytics to ensure all content is up to date and relevant.
  • Update all LinkedIn, Facebook, Twitter, Instagram, and other social media posts and respond to followers, adhering to company compliance rules, policies & procedures.
  • Analyze campaign metrics and identify KPIs on an ongoing basis to determine campaign success and provide insights based on data and feedback on how to improve future campaigns.
  • Maintain highly organized electronic filing system.
  • Assist with compliance needs for regulated products.
  • Manage substantiation files for regulated products.
  • Additional duties as needed and assigned.

SKILLS + QUALIFICATIONS:

  • Excellent organizational and marketing campaign management skills.
  • Highly organized, with exceptional project and time management skills and an ability to coordinate with others to complete work to schedule.
  • Excellent grammar, verbal and written communication skills.
  • High attention to detail with ability to proofread and error check.
  • Must possess excellent communication skills and have a positive, upbeat attitude.
  • Self-starter, with hunger and curiosity to learn and grow.
  • Ability to produce high-quality detailed work in a timely fashion with little supervision.
  • Professional, motivated, and investor-service oriented.

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in marketing, journalism, business or related experience.
  • 3+ years of experience in marketing, digital marketing or communications.
  • Proficiency in HubSpot CRM and Marketing Automation.
  • Advanced proficiency in Microsoft Suite: Word, PowerPoint, Excel
  • Experience in Adobe Creative Suite a plus, but not required.
  • Experience in WordPress, HTML and/or CSS a plus, but not required.
  • Real estate experience a plus
  • Asset management experience a plus, but not required

COMPETENCIES:

To perform this job successfully, the individual should demonstrate the following competencies.

Key Job Competencies:

  1. Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
  2. Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
  3. Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
  4. Problem-Solving: Develops alternative solutions; gathers and analyzes information skillfully; identifies problems in a timely manner; resolves problems in early stages; works well in group problem-solving situations.
  5. Dependability: Commits to doing the best job possible; follows instructions, responds to management direction; keeps commitments; meets attendance and punctuality guidelines; responds to requests for service and assistance; takes responsibility for own actions.
  6. Project Management: Communicates changes and progress; completes projects on time and on budget; coordinates projects; develops project plans; manages project team activities.
  7. Judgement: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.
  8. Communications: Exhibits good listening and comprehension; expresses ideas and thoughts well in written form; expresses ideas and thoughts well verbally; keeps others adequately informed; selects and uses appropriate communication methods.
  9. Teamwork: Balances team and individual responsibilities; contributes to building a positive team spirit; exhibits objectivity and openness to others’ views; gives and welcomes feedback; puts success of team above own interests.

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum core competencies:

Company-Wide Competencies

  1. Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.
  2. Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
  3. Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.
  4. Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.
  5. Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.
  6. Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right;” displays loyalty even when tough to do so.

Compensation Information: Base salary range is $50,000 to $87,550. This range is estimated for this role; actual pay may be different.

If you are interested in this role, please submit your resume and link to your portfolio.

Our Core Values:

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Blaze the future:

Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks and always challenge the status quo.

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Stay open:

Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.

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Make it better together:

Go all in. Get messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.

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Dare to be clear:

Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.

Our Mission:

Push what’s possible using a risk-first approach to create long-term value for our investors and employees throughout any real estate cycle.

Our Vision:

To be recognized as the most trusted, innovative and creative boutique alternative investment firm in the U.S.

TOP 10 TRAITS OF A FORUM TEAM MEMBER:

PERKS + BENEFITS:

Life Moves Fast at Forum.

We believe in a healthy work/life balance and offer a hybrid work schedule among other perks. Explore how we do our part to make sure our people are happy, healthy, well-rounded and well-supported.

  • Comprehensive Medical, Dental and Vision
  • Basic Life & Personal Accident Insurance
  • Basic Long- and Short-Term Disability Insurance
  • Employee Assistance Program
  • Hybrid (work-from-home/remote) Work Schedule
  • Dedicated Focus Hours
  • Stocked Kitchen
  • Health & Wellness Allowance
  • Peer-to-Peer "Thrive" Program