Blackstone Private Wealth - Product Specialist (1031 Exchange Fund), Vice President (Private Real Estate)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Location: San Francisco, United States. Travel is required as needed for client engagement, due diligence meetings, and industry events.
Expected annual base salary: $175,000–$200,000, plus potential bonuses, equity, and other incentive compensation.
Company
is an alternative asset manager providing institutional and individual investors with investment strategies across real estate, private equity, credit, infrastructure, life sciences, growth equity, secondaries, and hedge funds.
What you will do
- Serve as the primary product specialist for 1031 exchange-eligible private real estate strategies, including Delaware Statutory Trust offerings and potential 721 UPREIT structures.
- Advise on 1031 exchange eligibility, execution mechanics, tax considerations, portfolio construction, regulations, inventory, and processes.
- Prepare and deliver presentations for investors, financial advisors, and wealth management partners.
- Provide investment, performance, and market updates and respond to bespoke advisor and client questions.
- Partner with Real Estate investment teams, Sales, Marketing, Product Strategy, Investor Services, Compliance, Tax, Legal, Risk, and Business Development on product positioning and platform initiatives.
- Coordinate due diligence questionnaires, monitor competitive dynamics, and mentor junior team members.
Requirements
- 7+ years of experience in asset management, investment banking, consulting, or wealth management, focused on private real estate.
- Demonstrated experience with 1031 exchanges and tax-deferred real estate investment structures for high-net-worth investors.
- FINRA Series 7 and Series 63, 65, or 66 licenses are required.
- Deep understanding of private real estate markets, investment structures, return drivers, risks, wealth management distribution models, and regulatory frameworks.
- Exceptional written and verbal communication, analytical, organizational, and problem-solving skills.
- Collaborative working style with strong ownership and accountability.
Nice to have
- MBA and/or CFA.
Culture & Benefits
- Full-time employment with medical, dental, vision, and FSA benefits.
- Paid time off and life insurance.
- 401(k) plan and discretionary bonuses.
- Potential eligibility for equity and other incentive compensation.
- Collaboration across global Private Wealth financial centers and investment teams.
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