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:

Assistant Portfolio Manager

Assistant Portfolio Manager

POSITION SUMMARY
Assistant Portfolio Manager will assist the Senior Portfolio Managers in the management of Forum Capital Advisors’ Real Estate Funds, specifically Forum Commercial Real Estate Investment Fund (FCREIF), the result of a conversion of Forum Integrated Income Fund I, L.P., a $50M closed end debt fund focused on acquiring CRE Debt and Securities; mezzanine/pref equity opportunities in multifamily properties; and opportunistic investments in commercial real estate debt/securities/direct real estate.

Forum Capital Advisors is the registered investment advisor for all of Forum Investment Group’s (FIG’s) investment strategies and is responsible for all capital raising, investment product development and investor relations.

KEY RESPONSIBILITIES:

  • Research, analyze and underwrite potential investment opportunities in real estate debt and equity markets (both public and private).
  • Assist with portfolio construction and investment strategy.
  • Review performance, conduct attribution analysis, and maintain portfolio statistics.
  • Monitor cash balances, distributions and subscriptions/redemptions.
  • Construct risk management models and stress tests.
  • Help design and optimize investment strategies, communicate buy/sell thesis, and compile Investment Committee memos.
  • Maintain, and service relationships with Fund Administrator and key strategic partners/vendors.
  • Partner with Marketing & Communications to assist in developing marketing materials for the funds.
  • Ensure compliance with portfolio-level, legal entity and enterprise guidelines and risk limits.


SUPERVISORY RESPONSIBILITIES:

  • None

SKILLS + QUALIFICATIONS:

  • Fixed-income and/or real estate portfolio management experience
  • A personal passion to perform with uncompromising alignment with team members, clients and partners
  • Proven track record of performance with extreme accountability – doing what you say you will do
  • Demonstrated attention to detail and the proven ability to meet stringent time constraints
  • Adherence to the highest levels of professional standards and ethics
  • Demonstrated entrepreneurial, business management and general financial management skills.
  • Demonstrated initiative, a broad perspective, creativity, and good quantitative intuition
  • Client-oriented approach, with ability to think creatively, strategically, and analytically
  • Must have excellent interpersonal and relationship-building skills
  • Highly motivated, proactive self-starter with the ability to work both independently as well as collaboratively at all levels of the org, in a fast paced, entrepreneurial environment

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s Degree in Finance or Economics or equivalent work experience is required; MBA and or CFA preferred.
  • 5+ years relevant experience.
  • Advanced Proficiency in Microsoft Suite: Word, PowerPoint, Excel
  • Expert user of Excel. Demonstrated ability to illustrate data visually using appropriate charts, graphs, and tables.
  • Knowledge of current events/trends impacting business issues (i.e. macro-economic, socio-political, industry, etc.)

 

 

 

 

 


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. Adaptability: Accepts criticism and feedback; Adapts to changes in the work environment; Changes approach or method to best fit the situation
  4. Judgement: Displays willingness to make decisions; Exhibits sound and accurate judgment; Includes appropriate people in decision making process; Makes timely decisions; Supports and explains reasoning for decisions
  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. Business Ethics: Inspires trust of others; keeps commitments; treats people with respect; upholds organizational values; works with integrity and ethically.
  7. Quality: Applies feedback to improve performance; Demonstrates accuracy and thoroughness; Displays commitment to excellence; Looks for ways to improve and promote quality; Monitors own work to ensure quality
  8. 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
  9. 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
  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:

  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 this position is $100,000 - $150,000. This range is estimated for this role. Actual pay may be different.

If you are interested in this role, please submit the following:

Resume

ASSOCIATE DIRECTOR – PRODUCT ANALYST

ASSOCIATE DIRECTOR – PRODUCT ANALYST

POSITION SUMMARY
Responsible for financial analysis and diligence of Forum's products and its competitive set.

KEY RESPONSIBILITIES:

  • Oversee the analysis and performance of Forum's funds.
  • Identify, monitor, and evaluate competitive market trends and general economic conditions as they relate to the Forum investment strategy.
  • Create external communications to investors for potential investment opportunities and investment updates.
  • Research and analyze the current state of Forum, it’s products, and its competitive set to help determine Forum’s next steps in the marketplace.
  • Communicate with the Product Development Committee (“PDC) and the Business Development and Investor Relations (“BD/IR”) teams on applicability of competitive products and industry trends to Forum’s markets, products, and strategy.
  • Help to structure and create new product plans and recommendations, including target markets, objectives, features, sales and financial plans.
  • Prepare financial models and forecasts for Forum’s product set and proficiently communicate their meaning and implications to company executives.
  • Assist the Senior Managing Director of Product Strategy on the vetting of new product ideas and market channels.
  • Monitor the risks inherent in Forum’s products, sales of the products and product portfolio and manage within acceptable tolerances.
  • Assist in the preparation of product data rooms, due diligence questionnaires and other requests for information on all Forum products lines.
  • Prepare summaries and analysis of Forum’s products for investment committee, PDC, and/or BD/IR review.


SUPERVISORY RESPONSIBILITIES:

  • None

SKILLS + QUALIFICATIONS:

  • 8+ years of related experience in an analytical role, preferably private equity, finance, or real estate focused.
  • A demonstrable enthusiasm and commitment to the industry.
  • Must have strong verbal and written skills, and a demonstrable ability to construct compelling theses through meticulous research skills and data.
  • Excellent modeling and analytical skills are imperative - candidates will be asked to submit a financial model.
  • 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.

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in business, finance, real estate, economics or accounting or equivalent experience required.
  • MBA and/or CFA preferred.
  • Expert financial, analytical and modeling skills - 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 this position is $100,000 - $150,000. This range is estimated for this role. Actual pay may be different.

If you are interested in this role, please submit the following:

Resume and writing sample in one pdf document / Excel sample illustrating technical expertise 

MARKETING PROJECT COORDINATOR

MARKETING PROJECT COORDINATOR

POSITION SUMMARY
The Marketing Project Coordinator responsible for the planning, production, coordination and distribution of marketing communications projects and materials and coordinates the workflow and project timelines of the department’s creative projects. This role also helps manage the company’s social media strategy and provides general administrative and design support to the marketing team. Candidates must be dependable, organized, detail oriented, flexible, creative, and able to work independently. The ideal candidate will have experience with the Adobe Creative Suite and must possess exceptional follow-through and written/verbal communication skills. The ability to multitask under pressure and in a fast-paced environment is a must.

KEY RESPONSIBILITIES:

  • Traffics a variety of collateral material and projects including, but not limited to, brochures, flyers, handbooks, forms, letters, posters, community reports, newsletters, presentations, and monthly reports.
  • Responsible for development of creative briefs, project kick-offs, coordinating resources (internal/external) and securing necessary reviews / approvals to bring projects to fruition.
  • Performs editing and proofreading of all materials.
  • Develops and manages project timelines, ensuring accurate and on time delivery.
  • Manages multiple projects and deadlines, coordinating the work of others to meet delivery, quality, and cost objectives. Regularly reviews projects, exploring new and innovative procedures to improve final product and delivery.
  • Makes minor editorial or layout changes and assists with preparation and updating marketing materials – utilizing Microsoft Office and Adobe Creative Suite.
  • Assists with development and execution of Forum’s social media strategy and content.
  • Tracks marketing budget expenditures, gathers and reconciles invoices, and purchases marketing promotional items within allocated budget.
  • Maintains records of previous projects, including art and photography assets, for efficient reuse and retrieval in future marketing projects.
  • Administrative tasks include, but are not limited to, maintaining project filles and collateral numbering system, maintaining editorial calendars, trafficking drafts/proofs, and initiating development of company presentation materials (e.g. Board meetings, etc.).
  • Conduct regular reviews of collateral (print, video, and website content) to ensure accurate and up-to-date information with content that is consistent among mediums. Maintain materials inventories.
  • Excellent written and oral English grammar skills.
  • Must be able to author, edit, and proof content to established style guides for a variety of audiences. Ability to edit copy written by various writes into a single voice.


SUPERVISORY RESPONSIBILITIES:

  • None

SKILLS + QUALIFICATIONS:

  • Exceptional organizational, time management and project management skills
  • Extremely detail oriented, with the ability to manage and meet deadlines
  • Editing skills with strong attention to detail
  • Strong oral and written communication skills
  • Ability to prioritize and balance multiple projects, simultaneously
  • Proficient critical thinking skills to work autonomously, when necessary, with clear outcomes and objectives
  • A personal passion to perform with uncompromising alignment with team members, clients, and partners.
  • 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 preferred, with specialization in marketing, communications, business, or related field
  • 2+ years of relevant work experience
  • Proficiency in Microsoft Suite: Word, PowerPoint, Excel
  • Prior experience in a production-oriented role
  • Prior experience with HubSpot and Salesforce strongly desired
  • Familiarity with Adobe Creative Suite: InDesign, Photoshop, Illustrator strongly desired

 

 

 

 

 


COMPETENCIES:

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

  1. Project Management: Communicates changes and progress; completes projects on time and on budget; coordinates projects; develops project plans; manages project team activities.
  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. 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.
  4. 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.
  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. Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
  7. Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
  8. 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.
  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
  10. 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

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 this position is $45,000 - $85,000. This range is estimated for this role. Actual pay may be different.

If you are interested in this role, please submit the following:

Resume and cover note detailing why you are the right candidate for this dynamic role.

MULTIFAMILY ACQUISITIONS ANALYST

MULTIFAMILY ACQUISITIONS ANALYST

POSITION SUMMARY
Responsible for underwriting prospective multifamily apartment acquisitions and financial analysis of Forum's portfolio.

KEY RESPONSIBILITIES:

  • Research, analyze and underwrite potential multifamily investments properties.
  • Manage pipeline of potential multifamily 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 Forum investment strategy.
  • Communicate with acquisitions team members and market participants to discuss investment opportunities, coordinate travel schedules, and organize property tours.
  • Prepare summaries and analysis of potential acquisitions for investment committee review,
  • Assist in the coordination and review of the due diligence process.
  • Prepare offering memorandums of new acquisitions for potential investors
  • Assist with the management of the company’s existing multifamily portfolio to include but not be limited to weekly calls, monthly asset management reports, and reports for quarterly investor newsletters necessary to effectively manage the portfolio


S
KILLS + QUALIFICATIONS:

  • 0 to 3+ 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 skills, and a demonstrable ability to construct compelling theses through meticulous research skills.
  • Excellent writing skills is 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.

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in business, finance real estate, economics or accounting; or equivalent career experience
  • 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.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision.

Travel may be required.

Work Environment 

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

 

 

Compensation Information: The base salary range for this position is $45,000 - $85,000. This range is estimated for this role. Actual pay may be different.

If you are interested in this role, please submit the following:

Resume and writing sample in one pdf document / Excel sample illustrating technical expertise 

PRODUCT MARKETING MANAGER

PRODUCT MARKETING MANAGER

POSITION SUMMARY
The Product Marketing Manager is responsible for developing sales and marketing materials (e.g. presentations, brochures, profiles) to support Forum’s direct real estate, credit, and fund business lines. This role is both strategic and tactical in nature and works in a highly collaborative environment, interacting closely with Marketing, Sales/Distribution, Acquisition, Development and Product Development team members. Requires a deep understanding of commercial real estate debt, mezzanine, fund, and equity structures, 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 compelling messaging for different audience groups including high net worth, family offices, RIAs/intermediaries as well as institutional clients.

KEY RESPONSIBILITIES:

  • Utilize Forum and industry resources to create messaging and content to support our investment strategies in real estate equity and debt.
  • Lead the development of appropriate product marketing collateral (with a primary emphasis on product presentations) in a timely and accurate manner.
  • Be responsible for gathering information, including data and copy, and deciphering how the information will show in the produced materials.
  • Ensure accuracy, appropriateness and quality reviews of presentations and other marketing material from a product, audience, internal best practices, and a regulatory perspective.
  • Utilize knowledge of industry and company product information to determine which data is most appropriate for usage.
  • Participate in Product Development Committee to collaborate on firm and product messaging.
  • Work closely with Business Development and Marketing to deliver and track content.
  • Track and manage content through salesforce.com and marketing production software.
  • Possess strong interpersonal skills to work closely with the founder, senior officers, and investment teams to coordinate one voice for the firm.
  • Provide periodic market commentaries and portfolio reviews in both written and verbal form.
  • Develop materials and position papers to establish Forum as a leader in the industry as a successful real estate operator, manager and investor.
  • Oversee market data research and competitive analysis.


SUPERVISORY RESPONSIBILITIES:

  • None

SKILLS + QUALIFICATIONS:

  • Investment product knowledge and story-building/telling expertise.
  • Strong understand of real estate acquisition/development process, financial marketplace, and distribution process.
  • Proven history of synthesizing complex investment concepts into concise straight forward product messaging.
  • Ability to think creatively, strategically, and independently to build a consistent story with supporting data.
  • Experience in financial services, specifically investment funds, real estate equity and debt products.
  • Background in developing content utilized with RIA, family office, high net worth and institutions.
  • Strong analytical skills with ability to interpret data to build a compelling investment case.
  • Creative approach to problem-solving and an innovative mindset to set our products apart.
  • Experience proof-reading, fact-checking, and an editorial eye.
  • Superb verbal and written communication skills with an ability to work across all levels of the organization and write clearly and concisely in both internal and external/client communications.
  • Highly organized with exceptional ability to manage and prioritize multiple projects simultaneously.
  • A personal passion to perform with uncompromising alignment with team members, clients, and partners.

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree required with specialization in marketing, communications, English, journalism, business, analytics, or related field
  • Minimum 4 -6 years of marketing experience, preferably within the real estate investment firm or financial services industry required.
  • Proven experience in a content generation role required.
  • Experience with Salesforce.
  • Advanced Proficiency in Microsoft Suite: Word, PowerPoint, Excel
  • Understanding of SEC or NASD compliance guidelines and CIMA or CFA designation, a plus.

 

 

 

 

 


COMPETENCIES:

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

  1. Project Management: Communicates changes and progress; completes projects on time and on budget; coordinates projects; develops project plans; manages project team activities.
  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. 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.
  4. 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
  5. 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.
  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. Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
  8. Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
  9. 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.
  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. 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 this position is $45,000 - $85,000. This range is estimated for this role. Actual pay may be different.

If you are interested in this role, please submit the following:

A resume as well as representative samples of content created and/or programs/campaigns developed.

ANALYST – PORTFOLIO MANAGEMENT

ANALYST – PORTFOLIO MANAGEMENT

POSITION SUMMARY
Responsible for financial reporting and analysis of Forum's portfolio.

KEY RESPONSIBILITIES:

  • Assist with the management of the company’s existing multifamily portfolio to include but not be limited to weekly calls, monthly asset management reports, and reports for quarterly investor newsletters necessary to effectively manage the portfolio.
  • Prepare portfolio reports relative to daily collections, Watchlist assets, monthly financials, quarterly investor distributions, and annual property valuations.
  • Oversee the operations and property management of Forum's assets across the country.
  • Assist Asset Managers with the preparation of annual property budgets.
  • Identify, monitor, and evaluate local and regional markets, asset class trends, and general economic conditions as they relate to the Forum disposition strategy.
  • Support Asset Managers in the sale of properties, including the preparation of sale vs. hold analysis, Investment Committee presentations, due diligence requests, property prorations, and settlement statement preparations.
  • Provide financial reporting to properties’ lenders.
  • Interface and coordinate with the Acquisition team to ensure smooth transition of ownership.
  • Prepare ad hoc reporting and analysis at the property and portfolio level.


SUPERVISORY RESPONSIBILITIES:

  • None


SKILLS + QUALIFICATIONS:

  • 2+ 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 meticulous research skills
  • Excellent writing skills is 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

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in business, finance real estate, economics, accounting or equivalent experience required
  • Strong financial, analytical and modeling skills - 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.

PHYSICAL DEMANDS:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision.

Travel may be required.

WORK ENVIRONMENT:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

The above job description is not intended to be an all-inclusive list of duties and standards of the position. Incumbents will follow any other instructions, and perform any other related duties, as assigned by their supervisor.

 

 

 

Compensation Information: The base salary range for this position is $45,000 - $85,000. This range is estimated for this role. Actual pay may be different.

PLEASE SUBMIT YOUR RESUME/CV ALONG WITH A COVER LETTER.

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. Here’s how we do our part to make sure our people are happy, healthy, well-rounded and well-supported.

Health & Wellness:

  • Comprehensive Medical, Dental and Vision
  • Basic Life & Personal Accident Insurance
  • Basic Long- and Short-Term Disability Insurance
  • Employee Assistance Program
  • Onsite Yoga Classes
  • Fully-Stocked Kitchen
  • Massages & Acupuncture
  • Health & Wellness Allowance
  • Peer Thrive Program
Community & Development:

  • Mentorship Program and Peer Support
  • Careerpath Development & Planning
  • Ongoing Career Training & Development
  • Regular Team-Building Events
  • Individual and Group Volunteer Days
Work/Life:

  • 10 Paid Company Holidays
  • Self-Managed Vacation and PTO Policy
  • Work-From-Home Flexibility
  • Employee Memberships & Discounts
  • Anniversary Milestone Program
  • Multiple Work Lounges
Financial:

  • 401K
  • Flexible Spending Account
  • Tuition Reimbursement
  • Gift Matching Program