Client Coordinator, Capital Strategies & Formation

Founded in 1993, DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, with offices in Los Angeles, Menlo Park, Cambridge, Washington DC, Austin, and New York City. Known for our long-standing relationships and track record of success in innovation markets, DivcoWest combines entrepreneurial spirit with an institutional approach.

DivcoWest aims to create environments that inspire ingenuity, promote growth, and enhance the health, happiness, and well-being of all people. A disciplined code of ethics is at the core of all that we do. We believe that the collective energy of a diverse team is what drives our creative ideas and solutions.

Summary

The Capital Strategies & Formation (“CSF”) team at DivcoWest is responsible for all institutional fundraising activity, management of existing institutional partnerships, and development of new strategic capital initiatives. The team also engages across the firm’s programmatic separate accounts, co-investments, and deal-specific capital opportunities, working closely with the Investment and Portfolio Management teams. As the Client Coordinator, you’ll help the CSF team by ensuring investors receive exceptional service. In order to do so, you will be the ‘air traffic controller’ of your team, responsible for a variety of administrative, operational, and project management activities. You will help project manage multiple initiatives, coordinate directly with clients / prospects and internal stakeholders, be a first point of contact for investor requests, and plan investor-related meetings, and events. 

The Client Coordinator must be highly organized, detail-oriented, calm under pressure, and great at time management. They must communicate professionally, enjoy problem solving, and thrive in a dynamic, relationship-driven environment. 

This role requires 5 days in office at our San Francisco, CA location.

Responsibilities

• Serve as a primary contact for client and prospect inquiries, ensuring high-quality, responsive, and professional service
• Collaborate with relationship managers to execute investor-related meetings and events, translating relationship managers’ visions into organized, actionable plans
• Prepare necessary materials for investor meetings and events such as agendas, background information, and biographies for various formats including calls, onsite visits, and roadshows
• Synthesize meeting takeaways and track progress to drive efficient task management
• Maintain and update internal databases housed within Teams, Juniper Square, and Salesforce to support team and departmental efficiency
• Drive execution of team’s objectives by ensuring the team has, receives, or shares clear project timelines and expectations
• Engage in cross-functional projects aimed at enhancing departmental effectiveness

Opportunity

• Serve as a key point of contact and be at the forefront of client interaction with the world’s largest, most sophisticated investors
• Play a pivotal role in the seamless execution of operational and capital formation strategies
• Contribute to and learn from high-stakes projects with a direct impact on business growth
• Collaborate with a diverse group of professionals dedicated to continuous improvement and excellence

Qualifications

• 5-8 years of experience preferred
• Excellent leadership and client service skills with the ability to work both independently and as part of a team within a dynamic environment
• Enjoy problem solving using logic and common sense to develop practical solutions
• Willing and able to anticipate the needs of others
• Demonstrate an innate curiosity and tendency to thrive on learning
• Familiar with Microsoft Office suite or similar systems experience preferred
• Knowledge of general accounting and building / property operations
• Ability to multi-task, work effectively under pressure, and prioritize and manage time and workload to meet client needs
• A desire to work within a diverse, collaborative, and professional environment

The person in this position must be able to:

• Remain in a stationary position for 75% of the time working on a computer and attending virtual meetings
• Occasionally move about the office to access file cabinets, office technology, and attend meetings, etc.

Compensation

• $115,000-$135,000
• Annual bonus opportunity
• Full benefits 
• 401(k)
• Flexible vacation policy
• Weekly lunch stipend

Divco West Services, LLC (“Company”), an equal opportunity employer, is committed to equal opportunity for all employees and applicants.  The Company recruits, hires, trains, promotes, pays, and administers all personnel actions without regard to race, color, religion, sex (including pregnancy, childbirth, and medical conditions related to pregnancy, childbirth, or breastfeeding), sex stereotyping (including assumptions about a person’s appearance or behavior, gender roles, gender expression, or gender identity), gender, gender identity, gender expression, national origin, age, mental or physical disability, ancestry, medical condition, marital status, military or veteran status, citizenship status, sexual orientation, genetic information, or any other status protected by applicable law.  We interpret these protected statuses broadly to include both the actual status and also any perceptions and assumptions made regarding these statuses. Pursuant to the San Francisco Fair Chance Ordinance, we will consider for employment qualified applicants with arrest and conviction records. Please review our company Privacy Policy regarding the use of any personal information you provide us at: https://www.divcowest.com/privacy-policy/

This policy applies to all areas of employment, including recruitment, testing, screening, hiring, selection for training, upgrading, transfer, demotion, layoff, discipline, termination, compensation, benefits, and all other privileges, terms, and conditions of employment.  This policy and the law prohibit employment discrimination against any employee or applicant on the basis of any legally protected status outlined above.