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:

SENIOR ANALYST / ASSOCIATE - INVESTMENTS

SENIOR ANALYST / ASSOCIATE - INVESTMENTS

POSITION SUMMARY

This position is supports the Investment Team in sourcing, evaluating, and underwriting prospective developments, financings and acquisitions of real estate - primarily multifamily and other residential property types. These investments will include mezzanine loans, preferred equity, joint-venture equity, and common equity structures.

KEY RESPONSIBILITIES:

  • Supporting a team of real estate private equity investment professionals, responsible for the origination, underwriting and closing of investments on behalf of institutional funds and separate accounts.
  • Research, analyze, and underwrite potential development, financing and/or acquisition of real estate investments - primarily multifamily and other residential property types. Financing investments may include mezzanine loans, preferred equity, whole loans, bridge loans, and joint-venture equity.
  • Evaluate new investment opportunities utilizing data from both the firm's existing portfolio and third-party providers in order to present structure recommendations to Investment Directors.
  • Manage the team's pipeline tracker for potential real estate investments throughout the country.
  • Identify, monitor and evaluate local and regional markets, asset class trends, and general economic conditions as they relate to the various investment strategies that Forum is managing or pursuing.
  • Communicate with Investment team members and external market participants to discuss investment opportunities, coordinate travel schedules, and organize property tours.
  • Help structure business plans, perform due diligence, and produce well-organized investment memos for presentation to the Investment Committee.
  • Assist in all phases of the due diligence and closing processes.
  • Aid in and coordinate the negotiation of various legal agreements including purchase and sale agreements, joint-venture documentation, and loan documentation.

SUPERVISORY RESPONSIBILITIES:

  • None

SKILLS + QUALIFICATIONS:

  • 2-5 years of related experience in an analytical role, preferably real estate focused.
  • A demonstrable enthusiasm and commitment to the real estate industry.
  • Must have strong verbal and written skills, and a demonstrable ability to construct compelling theses through keen research skills.
  • Excellent writing skills are imperative - candidates will be asked to submit a writing sample.
  • A keen attention to detail with a thorough understanding of financial applications.
  • An ambitious and positive attitude - flexible work hours are sometimes required.
  • Willingness to attend industry conferences and be involved in industry organizations with aspirations of growing into a senior leadership position.
  • Must be self-motivated, resourceful, and able to assume a high level of individual responsibility.
  • Travel may be required, as needed.

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in business, finance real estate, economics or accounting; or equivalent work experience required. MBA preferred, but not essential
  • Strong financial, analytical and modeling skills.
  • High proficiency in MS Excel a must. 


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. 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.

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 range for the position is $50,000 to $120,000. This range is estimated for this role. Actual pay may be different. We may have a need for two (2) hires.

If you are interested in this role, please submit your resume and a writing sample in one PDF and an Excel sample illustrating technical expertise, separately through the APPLY NOW button below.

SENIOR ASSOCIATE – GRAPHIC DESIGNER

SENIOR ASSOCIATE – GRAPHIC DESIGNER

POSITION SUMMARY

As a key member of the Marketing team, this role is primarily responsible for Forum’s product marketing including best-in-class real estate investment offerings, presentations, layouts, and creating a variety of graphics including illustrations, logos, and photos. You will help shape visual aspects of the company’s digital brand and work on the full suite of marketing materials: pitch decks, sales sheets, websites, brand books, brochures and more. Your designs should be compelling and capture attention, accurately reflect the Forum brand, and effectively communicate the right message. Requires creative flair and a strong ability to translate financial and graphic data into compelling designs, as well as the ability to communicate well and work methodically as part of a team. 

KEY RESPONSIBILITIES:

  • Participate in group brainstorming / concept development to understand business goals and objectives.
  • Generate creative design solutions that help solve business problems.
  • Create eye-catching offering memorandums, brochures, presentations, pitch decks, and other marketing materials that elevate the brand.
  • Support the creative team with planning and maintaining creative development of design standards and templates to support marketing and sales efforts and deliver a consistent message and look across all forms of media.
  • Work with Design Director to develop distinctive brand identity platforms for the firm’s multifamily acquisition and development assets as well as other business verticals, as appropriate.
  • Work with the Director of Product Marketing on all product marketing materials.
  • Help refine processes for briefing, timelines, file naming, sharing and organization.
  • Assist with managing external vendors and resources to ensure project integrity and delivery mandates, as needed.
  • Provide input to continually improve the overall creative process.
  • Coordinate production of printed and digital materials including packaged artwork and assembling final layouts and instructions for printers when needed (events, investor meetings, etc.)
  • Develop and deliver social media, investor communication, monthly internal newsletter, and ancillary office graphics as needed.

SUPERVISORY RESPONSIBILITIES:

  • None

SKILLS + QUALIFICATIONS:

  • Previous experience in real estate investment or financial services industry.
  • Ability to creatively translate financial data/business inputs and articulate those into an executed creative vision.
  • Ability to work on multiple projects and shift gears quickly when timelines change.
  • Strong project management, time management and organizational skills, with an ability to manage tight deadlines, unexpected delays, revisions, ad hoc requests and changing priorities.
  • Ability to receive feedback on design and content from multiple team members in a fast-paced environment.
  • Highly self-motivated with a proactive, entrepreneurial mindset – and an ability to thrive in a fast-paced, 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 meticulous, with an ability to proof material and deliver accurate and high-quality work.
  • Demonstrated ability to thrive in a high-velocity workplace, with a demonstrated ability to prioritize workload in a fast-paced environment.
  • Solid understanding of design principles such as color theory, typography, information design, etc.
  • Skilled problem-solver, able to effortlessly adapt to changing circumstances and needs.

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in graphic design or related discipline; or equivalent prior work experience.
  • Minimum 4+ years previous experience as Graphic Designer.
  • Advanced proficiency in Adobe Creative Suite: (InDesign, Photoshop, Illustrator)
  • Advanced proficiency in Microsoft Suite: Word, PowerPoint, Excel.
  • Familiarity or experience in WordPress, Elementor, Beaver Builder and/or HTML, a plus
  • Familiarity or experience with Premier Pro, After Effects or other video editing software, a plus 


COMPETENCIES:

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

  1. Design: Applies design principles; demonstrates attention to detail; generates creative solutions; translates concepts and information into images and creative assets; uses feedback to modify designs.

  2. Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.

  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. Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.

  5. 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.

  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; takes responsibility for own actions.

  7. Project Management: Communicates changes and progress; completes projects on time and on budget; coordinates projects; develops project plans; manages project team activities.

  8. 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.

  9. 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.

  10. 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:

  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. 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.
  3. 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.
  4. 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.
  5. 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 range for the position is $70,000 to $120,000. 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