Baker Tilly

EB5 Investment Sales Representative

US-FL-Miami
Job ID
10340
Category
Finance

Overview

Baker Tilly Virchow Krause, LLP (Baker Tilly) is a nationally recognized, full-service accounting and advisory firm whose specialized professionals connect with clients and their businesses through refreshing candor and clear industry insight. With approximately 2,700 employees across the United States, Baker Tilly is ranked as one of the 15 largest accounting and advisory firms in the country. Headquartered in Chicago, Baker Tilly is an independent member of Baker Tilly International, a worldwide network of independent accounting and business advisory firms in 147 countries, with 30,000 professionals. The combined worldwide revenue of independent member firms is $3.2 billion.

EB

EB-5 Investment Sales Representatives support our growing EB-5 financing team by sourcing EB-5 investors that invest capital into qualified projects approved by Baker Tilly Capital.   The EB-5 Investment Sales Representative will play an integral role on the EB-5 financing team, serving as a point of contact to source prospective investors directly and/or through foreign finders. The Sales Representative provides prospective investors and/or foreign associates with offering memoranda, answer questions, and assists with processing investor subscription documents. 

 

It’s an exciting time to join Baker Tilly!

 

 

 

Baker Tilly Annual Report 2017

Responsibilities

  • Work with immigration council and investors to strategize and prepare EB-5 compliant Source of Funds documentation
  • Support deal teams in the execution of project finance transactions by coordinating with high net worth individuals that are seeking immigration to the US through an EB-5 investment. Make educational presentations on the EB-5 program to support our network and foreign associates.
  • Interact directly with prospective investors, firm staff and local professionals on matters related to processing paperwork to assist prospective investors with making their EB-5 investment.
  • Travel overnight frequently domestically and internationally within assigned markets to achieve production goals.
  • Be able to effectively communicate industry and market trends across all industries.
  • Network with appropriate associations and organizations and attend appropriate conferences.

Qualifications

  • Undergraduate or graduate degree in Finance, Accounting, Communications, Immigration Law or direct relevant EB-5 experience
  • Strong technical writing skills
  • Previous EB-5 experience desirable, but will train the right individual
  • Ability to self-manage and take ownership of projects to complete them on time
  • Willingness to be held accountable
  • Possess strong analytical skills and be a driven problem solver
  • Comfort talking to business professionals and high net worth persons
  • Excellent public speaking/presentation skills
  • Ability to travel extensively domestically and internationally
  • Foreign language skills are a plus (Vietnamese, Indian, Portuguese and Spanish preferred)

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Baker Tilly Virchow Krause, LLP is an equal opportunity/affirmative action employer.