Forum for All.

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

Together we can achieve everything.

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

CURRENT CAREER OPPORTUNITIES:

MANAGING DIRECTOR - BUSINESS DEVELOPMENT, PRIVATE CLIENT GROUP

MANAGING DIRECTOR - BUSINESS DEVELOPMENT, PRIVATE CLIENT GROUP

POSITION SUMMARY

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

KEY RESPONSIBILITIES:

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

Supervisory Responsibilities: None, at this time.

SKILLS, QUALIFICATIONS, EDUCATION & TECHNICAL REQUIREMENTS:

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


COMPETENCIES:

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

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

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

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

SENIOR ASSOCIATE - PRODUCT SPECIALIST

SENIOR ASSOCIATE - PRODUCT SPECIALIST

POSITION SUMMARY

The Senior Associate –Product Specialist is responsible for research, analytics, competitive intelligence, and assisting with the proactive development of sales and marketing materials (e.g. offering memorandums, pitch decks, presentations, email communications, etc.) to support Forum’s direct real estate, finance, and fund business lines. This position works in a highly collaborative environment, interacting closely across all aspects of the firm – e.g. product development, marketing, sales/distribution, business intelligence, legal/compliance, acquisitions, investments, development, and portfolio management. This role requires a deep understanding of commercial real estate, CRE debt, structured finance, private and public funds, and equity structures with a focus on multifamily investments. The ideal candidate thrives in a dynamic and fast-paced environment, is accustomed to managing multiple projects to tight deadlines, and has a history of translating market data and transaction information into investor friendly marketing materials, thought leadership, and compelling messaging on investment strategies tailored for distinct audience groups including high net worth, family offices, RIAs/intermediaries as well as institutional clients.

KEY RESPONSIBILITIES:

  • Responsible for gathering, organizing, and analyzing commercial real estate and asset management market research and competitive intelligence data.
  • Responsible for market intelligence that supports the firm’s multifamily commercial real estate business and fund business lines for use in product marketing materials, investor messaging, and thought leadership.
  • Works directly with product management and collaboratively with the development, acquisitions, marketing, business intelligence, and investments teams to create best-in-class investment offering memorandum content and supplemental investment materials in support of the firm’s direct syndication and fund investments as needed.
  • Utilize market intelligence with an economist’s mindset to assist with creating materials, articles/whitepapers, thought leadership, webinars, and other supporting content to further position Forum as a leader in multifamily commercial real estate and the investment management industry.
  • Collaborate with product management, product development, portfolio management, and marketing to develop compelling fund pitch decks, fact sheets, supplemental investment materials, as well as monthly and quarterly investor reporting and accompanying email communications.
  • Responsible for accuracy of information across multiple documents and systems.
  • Assist with industry and investor events and trade shows including production of event materials, ensuring that the content and materials provided are current, accurate, and compliance approved.
  • Collaborate with product management, finance/accounting, and marketing on development and updating firmwide marketing materials.
  • Proactively crafts initial investor communications and material messaging in support of the company’s acquisitions, dispositions, developments, and fund activities as needed.
  • Assist with the organization and management of departmental shared file system, third party content and market data bases, as needed.

SKILLS + QUALIFICATIONS:

  • Analytical skills and an economist’s mindset with experience in spreadsheets and data analysis – able to interpret data and market intelligence to run competitive analysis.
  • Ability to translate complex investment into investor friendly marketing materials – i.e.: storytelling.
  • Detail oriented with exceptional grammar, written, and verbal communication skills.
  • Solid working knowledge of real estate dynamics including macro trends and historic perspective.
  • Strong proactivity, project management, time management, and organizational skills, with an ability to manage tight deadlines, unexpected delays, multiple revisions, ad hoc requests, and shifting priorities.
  • Demonstrated ability to succeed in a fast-paced, collaborative environment.
  • Professional demeanor with an ability to effectively collaborate and build strong cross-functional relationships.
  • Experience in financial services preferred - investment funds, real estate equity, or debt products.
  • Background in developing content utilized with RIA, family office, high net worth, and institutions.
  • Ability to efficiently multi-task, prioritize, and manage work in a dynamic environment.
  • Keen editorial eye, with experience proof-reading and fact-checking.
  • Highly motivated, proactive self-starter with the ability to work both independently as well as part of a collaborative team in a fast paced, entrepreneurial environment.
  • Never ending curiosity to improve process, knowledge, and delivery.

EDUCATION + TECHNICAL SKILLS:

  • Bachelor’s degree in business, real estate, economics, marketing, related field, or equivalent work experience
  • Minimum 3+ years in commercial real estate or financial industry, preferred
  • Proven experience in a research and/or content production-oriented role. 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:

  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:

  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 $70,000-$123,600. This range is estimated for this role; actual pay may be different.

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

Director – Investments – Land Acquisitions

Director – Investments – Land Acquisitions

POSITION SUMMARY

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

KEY RESPONSIBILITIES:

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

SKILLS + QUALIFICATIONS:

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

EDUCATION + TECHNICAL SKILLS:

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

COMPETENCIES:

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

Key Job Competencies:

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

Company-Wide Competencies:

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

Forum Values:

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

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

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

Director – TAX

Director – TAX

POSITION SUMMARY

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

KEY RESPONSIBILITIES:

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

SKILLS + QUALIFICATIONS:

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

EDUCATION + TECHNICAL SKILLS:

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

COMPETENCIES:

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

Key Job Competencies:

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

Company-Wide Competencies:

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

Forum Values:

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

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

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

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.

icon-hands

Stay open:

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

icon-handshake

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.

icon-arrow-bullseye

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