Career Opportunities

SENIOR TAX ACCOUNTANT

Location          Chicago, IL (Downtown)
Start Date        Fall 2021
Contact             Kathy Silberberg (ksilberberg@bluevistallc.com)

Position Responsibilities

• Prepares federal, state, or local tax returns for business establishments
• Examines accounts and records and computes taxes owed according to prescribed rates, laws, and regulations
• Completes forms for tax refunds
• Advises management regarding effects of business activities on taxes and on strategies for minimizing tax liability
• Ensures that organization complies taxing authority requirements
• Represents our organization before taxing associations
• Organizes and maintains tax records and conducts tax studies and special projects for the Director of Tax and the CFO

Education and Experience

• Bachelor’s degree with coursework in Finance, Real Estate, Economics or Accounting. A Master’s in Real Estate or MBA is a plus
• One to two years of relevant investment or financial services experience required

Essential Qualifications

• Strong organizational and follow-up skills including the ability to handle competing priorities and meet deadlines and commitments.
• Ability to work and develop good relationships with both external clients and internal Blue Vista personnel
• Proficiency in MS Office Suite including Outlook, Word, Excel and us of internet resources
• Strong knowledge of accounting and the ability to make tax related journal entries
• Demonstrates an understanding of the differences between GAAP and tax accounting
• Experience with at least one tax preparation software suite
• Technical proficiency in hand-on tax preparation and the assembly of related documentation
• Must have a working knowledge of tax and partnership tax law

VICE PRESIDENT – INVESTOR SOLUTIONS

Location          Chicago, IL (Downtown)
Start Date        Fall 2021
Contact             Kathy Silberberg (ksilberberg@bluevistallc.com)

Position Responsibilities

• Raise capital for Blue Vista offerings by identifying, building, maintaining, and maximizing relationships with existing and potential investors, including but not limited to pension funds, endowments/foundations, insurance companies, HNW individuals and consultants
• Develop relationships with Blue Vista clients and a thorough understanding of Blue Vista offerings to ensure effective outreach and achieve capital raising targets, while developing abilities to pro-actively cross-sell our firm’s suite of offerings as applicable
• Assist in the development and execution of effective investor outreach campaigns by conducting investor analysis, with the goal of increasing efficiency and leveraging existing team resources
• Attend virtual and in-person meetings with investors to learn about their commitments to results and what they care about most; and to articulate Blue Vista’s investment strategies; assist with preparing investment teams for investor meetings and accompany them as required
• Develop an understanding of key competitors and positioning the firm’s offerings effectively
• Promote the Blue Vista brand in a variety of capacities designed to raise the identity, attractiveness and relevance of the firm and its offerings through attendance at industry conferences/events, i.e. PREA, IREI, etc.
• Contribute to the Investor Solutions team’s efforts to improve the investor experience with Blue Vista via communications and marketing efforts, strategies, policies, and practices
• Contribute to the enhancement of the Blue Vista culture through regular contributions in recruiting, on-boarding and engagement with Blue Vista colleagues and team building activities

Education and Experience

• Bachelor’s degree. FINRA broker-dealer licenses a plus (Series 7 / 63)
•  5+ years of experience with institutional marketing and investor service
• Proven track record of raising capital from and of maintaining effective relationships with institutional investors

Essential Qualifications

• Prior success in a team oriented, highly collaborative culture
• History of developing market visibility
• Comfortable and effective at public speaking
• Reliably completing capital raising assignments
• Accomplished at setting priorities to achieve results and multi- tasking along the way
• Excellent written, verbal, and presentation skills, coupled with the ability to communicate complex financial information to others
• Ability to develop establish trust in new relationships and grow relationships from inception
• Ability to establish, execute and deliver on a marketing and sales strategy

Personal Characteristics

• Integrity. Acts in the best interests of the firm and its investors
• Self-starter with the ability to set direction and lead others
• High energy with urgency, personal responsibility, and accountability for results
• Recognized for intellectual curiosity and investor-centric listening, and verbal and written communication skills

VICE PRESIDENT / SENIOR VICE PRESIDENT – MIDDLE MARKET EQUITY

Location          Chicago, IL (Downtown)
Start Date        Fall 2021
Contact            Kathy Silberberg (ksilberberg@bluevistallc.com)

Position Description and Responsibilities

Blue Vista Capital Management is seeking to hire a full‐time Vice President or Senior Vice President of Acquisitions with historical exposure to multiple markets and multiple property types (minimum 7‐10 years of acquisitions experience with title dependent on experience level). The candidate will work as part of a team tasked with investing institutional equity into large scale middle market investments. Working alongside other team members, the candidate is expected to participate in the origination, negotiation, documentation and closing of new transactions which may include core, core plus and value add acquisitions as well as new developments. Transaction types include direct investment, joint ventures (LP and GP equity) and preferred equity. The position will have an emphasis on analytics, financial modeling, capital structuring and qualitative analysis which will be used in key investment‐making decisions for the Middle Market team. The position includes a varying and challenging set of elevated level responsibilities and an opportunity for growth in an expanding, well capitalized real estate private equity company.

The primary functions of this position are the following:

• With others on the Acquisition MME team, originate, negotiate, close, and document new middle market investments for the firm’s various fund vehicles
• Suggest acquisition, operation and disposition strategies to maximize value of each investment and returns to BV investors
• Work with the firm’s Capital Markets team to solicit, negotiate and close on debt financing for new middle market investments
• Interact with key industry figures including brokers, lenders, owners, and investors
• Develop an ability to negotiate and work with joint venture partners with a goal of creating long‐term partnerships with Sponsors
• Attend conferences and networking events representing the firm and sourcing new transactions and Sponsors
• Ability to “partner” with both the sponsor search function as well as the asset management function within the middle market equity platform
• Working with and developing junior talent (need be able to work with and develop analyst and associate level team members)

Experience and Qualifications

• Minimum 7‐10 years of commercial real estate transaction experience (title commensurate with experience level)
• Strong analytical skills with the ability to understand and adopt the BV approach to the acquisitions underwriting and analysis process
• Able to keep multiple transactions on track simultaneously
• A self‐starter with good people skills
• Ability to think critically about joint venture structures and capital structures
• Developing experience in applicable acquisition work, debt origination or brokerage experience within the real estate industry. Preferably, the candidate would have experience within principal investing and exposure across multiple markets and asset classes of real estate, with some level of experience with joint venture partnerships
• Outgoing and capable of easily relating to prospective partners, lenders and investors across a multitude of personalities, but with a “listen first” mindset
• Detail oriented with a strong understanding of Excel based real estate models and ARGUS
• Team player mindset, with ability for collaboration across acquisition, asset management and accounting teams
• Blue Vista is a “team” oriented culture, and personality and ability to mesh with the team is as important as technical skills
• Internally motivated, with the ability to self‐direct priorities and identify areas for improvement or growth for the firm. Must be able to multi‐task across multiple partners, markets, and asset classes
• Excellent written and verbal communication skills; must be able to present to the team, investment committees and investors the merits of various transactions and investment strategies
• Flexibility in schedule for travel, networking, and nights/weekend meetings also essential to success in the role
• Ability to adapt to a dynamic, growing and complex business with a growing team
• Excellent academic record with an undergraduate degree