Associate, Capital Markets

Do you thrive under pressure?

Do you love to surround yourself with overachievers to push you past your limits?

Do you constantly strive to do the right thing even though it may not be the easiest?

Do you value integrity and long-term relationships over short-term gain?

Do you love to project your ideas and persuade others?

Are you an A-player, can prove it, and love to take teams to the next level?

If you feel the above describe you, we look forward to chatting more! Pay range depends on skill range and ability to effectively meet team goals and maintain relationships.

Company Summary

The BAM Companies (BAM) began in 2010 in the heart of Indianapolis and is affectionately

referred to as the “BAMFAM” by its employees. BAM Capital, one of the three brands under The

BAM Companies umbrella, is a team that knows how to succeed! This small, talented group of

individuals knows what it takes to close the deal. No one is afraid to hear new ideas, change,

adapt, or constantly evolve. BAM Capital is also a place where mutual respect and

understanding are paramount, and everyone on the team is genuinely cared for.

Position Description

The Associate, Capital Markets position is a key role that collaborates with and supports the

Director, Investor Relations, and the rest of the team. The candidate will meet with high net

worth investors to educate, guide, and help them understand BAM Capital’s unique and best in

class strategy. They will work through a sales pipeline ensuring existing and new investors are

communicated with, the relationship is supported and ultimately secure new investment with

BAM Capital.

Essential Job Functions:

Build trust and establish relationships by regularly meeting (in-person, via zoom, and by phone)

with new and existing investors.

Guide and educate new and existing investors through a pipeline process that ultimately leads

to investment in BAM Real Estate investment offerings.

Adhere to the SEC regulations, maintain confidentiality, work with IR and CRM systems.

Assists in the data collection, analysis, writing and editing, and production of publications and

electronic media used in the IR program

Assists with annual, general, and special investor meetings and coordinates and manages

investor events

Other duties as assigned

Core Competencies

Ability to build trust, establish new relationships, and relate to others quickly

Interest in investments, and in particular, real estate

Ability to work through a sales pipeline in an efficient and effective manner

Ability to listen well, handle rejection, and overcome objections

Grit, determination to win, meet goals, and deliver on commitments

Confidence to take initiative and be resourceful.

Outstanding analysis skills, oral and written communication skills, and presentation ability.

Proactive in foreseeing problems or assignments.

Ability to adapt and multi-task daily.

Extremely high level of discretion, confidentiality, and ethical conduct.

Ability to prioritize taste based on deadline, size, and audience.

Strong interpersonal skills, superior intellect, and an outstanding ability to communicate using

these qualities and skills.

An energetic, efficient, and resourceful team player and individual contributor.

Experience, Skills, and Knowledge:

2 years of experience in investor relations, finance, marketing, planning and development,

account management, or communication positions

Bachelor’s degree in Finance, Communications, PR, or Real Estate highly preferred; high

school diploma or GED required

4 years of experience in a direct, retail sales environment where rejection was common.

Literate in the real estate investment industry and have a hunger to know more.

Benefits

BAM offers a comprehensive benefits package that includes some out-of-the-box choices, but

things being different and that challenge conventional wisdom is how we always operate.

Paid Time Off - Upon starting each employee already will be able to enjoy all 14-and-a-

half paid holidays that BAM observes! On top of that, when each employee hits their

90th day, we drop 88 hours of PTO into each person’s account. That only goes up on

the employee’s first BAM-iversary when we add another 120 hours into each person’s

bank.

Traditional Medical and Health Benefits - We all need them, and BAM provides them

at a bargain! Each year the company chooses to contribute a larger portion of the total

benefits cost in an effort to not raise the employee’s contribution and lower it if possible.

This package includes: medical, dental, vision, voluntary life, short-term disability, long-

term disability, and a small pet benefit option.

Company Culture - BAM strives to have and succeeds in always having the small

company feel. You will never be a number, and will always be valued. We live out our

values: (1) When People Grow, BAM Grows, (2) Loyal, Loving Family, (3) Fun, Quirky

Spirit, and (4) Work Hard, Play Hard, WIN!

Free Life Insurance - The company pays for $25,000 in life insurance free of change to

each and every employee.

Personal & Professional Development - BAM pays for unlimited access to MytrueU

which is a site that aggregates incredible community leaders and asks them to share

their lessons learned, in order to enrich others.

Events - BAM spares no expense in order to plan events for the entire company. No

matter where the employee is working, we ensure that everyone can get together and

live out our Core Values.

Work Environment:

This job operates in a professional office environment, in person. This role routinely uses

standard office equipment such as computers, phones, photocopiers, and filing cabinets.

Physical Demands

The physical demands described here are representative of those that must be met by an

employee to perform the essential functions of this job successfully. While performing the

duties of this job, the employee is regularly required to talk and/or hear. The employee

frequently is required to stand, walk, use hands and fingers to handle or feel, and reach with

hands and arms. The employee must occasionally lift or move office products and supplies, up

to 20 pounds.

Travel

Occasional travel may be required for investor events.

Work Authorization

Authorized to work in the United States of America.

AAP/EEO Statement

The BAM Companies provides equal employment opportunities (EEO) to all employees and

applicants for employment without regard to race, color, religion, sex, national origin, age,

disability, or genetics. In addition to federal law requirements, The BAM Companies complies

with applicable state and local laws governing nondiscrimination in employment in every

location in which the company has facilities. This policy applies to all terms and conditions of

employment, including recruiting, hiring, placement, promotion, termination, layoff, recall,

transfer, leaves of absence, compensation, and training.