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.

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum core 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: 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 – Financial Planning & Analysis

Director – Financial Planning & Analysis

POSITION SUMMARY

The Director – Financial Planning & Analysis (FP&A) is responsible for financial analysis, modeling, budgeting, forecasting, and analytics for Forum real estate related investment vehicles and Forum Corporate.  In addition, the Director – FP&A will be involved in both internal and external reporting activities and provide oversight on Forum’s NAV process.  This position reports directly to the Managing Director – Finance & Accounting and also supports the CFO.

KEY RESPONSIBILITIES:

  • Budgeting and Forecasting
    • Responsible for quarterbacking Forum’s annual budget process, including engagement and interaction with operating department leadership as well as overall corporate rollup and analysis with executive management
    • Managing and updating Forum forecasts on a monthly basis or as needed to reflect actual results as well as resulting changes in the forecasts
    • Engaging with departments to better understand and integrate their feedback into Forum forecasts
  • Financial Analysis
    • Financial reporting and analysis for executive management on a monthly, quarterly, and annual basis, and otherwise as needed
    • Departmental reporting, analysis, and support on a similar schedule
    • Developing and/or improving KPIs to help manage and improve performance at the company and department level
  • Modeling
    • Ownership of Forum’s corporate financial models
    • Maintaining and improving the financial model to better represent Forum’s operations, financial position, and cash flow, both corporately and by department
    • Creating models as needed to support the evaluation of new business opportunities or challenges
  • Reporting
    • Providing assistance with external reporting to lenders and other entities based on contractual agreements
    • Providing assistance with the annual audit process as needed
  • NAV Oversight
    • Responsible for overseeing the Net Asset Value determination on a monthly basis
    • Coordinating with 3rd party valuation experts
    • Maintaining Valuation Policies and Procedures as adopted by the Board
  • Leadership
    • Must be able to interact with other departments including capital markets, investments, development, asset management and others in support of position responsibilities
    • Must be able to build relationships both within and outside of Forum
  • Supporting the Managing Director – Finance and Accounting and CFO for other ad hoc projects and analysis as needed
  • Working within Finance and other departments to improve processes and systems in support of long-term growth

SUPERVISORY RESPONSIBILITIES:

  • May hire and train new employees in areas related to financial planning and analysis in the future

SKILLS + QUALIFICATIONS:

  • Experience in budgeting, forecasting & FP&A
  • Proven strong interpersonal and communication skills, both verbal and written
  • Proven strong analytical and organization skills
  • Process oriented with the ability to lead and help foster innovation, collaborate with others, solve problems creatively and demonstrate the highest level of integrity
  • Demonstrated leadership and presentation capabilities including board level communications
  • Public Accounting experience is a plus
  • Accounting experience is a plus, especially related to cash flow statements and analysis
  • Experience in Real Estate, Real Estate Finance, or REITs required
  • Experience with Fund Accounting is a plus

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in Finance or Accounting or equivalent work experience required
  • CPA, CFA or other finance/accounting designation is a plus
  • 10+ years of prior Finance experience
  • Strong skills in Microsoft Office products, including Microsoft Excel, Word, and PowerPoint, and Outlook
  • Prior capital market and/or real estate industry experience required

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. 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. Cost-Consciousness: Conserves organizational resources; Contributes to profits and revenue; Develops and implements cost-saving measures; Works within approved
  8. 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.
  9. Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.

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