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Aureate

Develops properties and arranges investment capital

EB-5 Account Executive

Account ExecutiveConfirmed live in the last 24 hours
Full-timeTampa, FL, USARemote

About the Job

Requirements

  • A bachelor's degree is required.
  • Familiarity with the EB-5 Program is required.
  • Strong investor relations skills, including relationship management and investor communication, are required.
  • Professionalism, a positive attitude, perseverance, mental toughness, and initiative in the face of challenges are required.

Responsibilities

  • Manage relationships with prospective EB-5 investors, respond to inquiries, and provide clear updates on project status and immigration milestones.
  • Prepare investor communications, market the company's services, and coordinate investment documentation.
  • Liaise with internal teams and external partners, including immigration attorneys and project sponsors.
  • Address investor concerns promptly and maintain accurate records in CRM and reporting systems.

Desired Qualifications

  • Solid finance and investments knowledge, including the ability to explain EB-5 structures and project economics.
  • Extensive knowledge of the EB-5 space, including regional center compliance, targeted economic areas (TEAs), and I-526E/I-829 filings.
  • Bilingual ability in Hindi, Chinese, or Vietnamese.
  • Series 7, 63, or 65 licensing.
  • Analytical skills and financial modeling capabilities to assess project feasibility and investment performance.
  • Excellent written and verbal communication, presentation, and interpersonal skills.
  • A bachelor's degree in Finance, Business, or Economics, or a related field; an advanced degree or relevant certifications are a plus.
  • Experience in immigration-related investments, private equity, or real estate development.

About the Company

Aureate

Develops properties and arranges investment capital

Aureate develops and invests in real estate for residents, businesses and institutional partners, with projects spanning housing, commercial space and mixed-use districts. Its teams coordinate acquisitions, planning, construction and long-term asset management, aligning project design with financing and operating needs. The group also arranges mortgage financing and investment capital, while an insurance business helps customers compare personal, property and commercial coverage. It earns income through its property investments, development activities and related financial services, working with investors, owners and project partners across the real estate lifecycle. Aureate is headquartered in Tampa, Florida.

Company size
11-50
Company stage
Not listed
Total funding
Not listed
Headquarters
Tampa, FL
Founded
Not listed

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