Investor Relations Associate

Description

• Assist with onboarding acquisitions and development assets related to investor documentation and capital calls.
• Coordinate and maintain investor documentation. Lead documentation management with assistance from internal team. Assist with lender requirements of investor documentation. Assist with annual distribution of K-1s to investors.
• Maintain investor relations lifecycle core processes and ensure they are followed by all.
• Proactively connect with and form relationships with investors through various means including, but not limited to cold calling, industry groups and associations, social media, in-person networking, email, and promotional marketing. Set individual meetings for the Director of Capital Markets with 3-5 new investors each week
• Maintain Yardi Investor Manager module for investor portal and reporting. Maintain and update investor CRM.
• Create and communicate Fund level reports, as needed
• Facilitate distribution of investor documents as needed. Coordinate investor committee meetings. Execute investor capital calls.
• Deliver investor reports in alignment with the asset operating agreement.
• Assist with the distribution process. Communicate distribution information to investors.

Requirements

• Bachelor’s Degree in accounting, finance or real Estate
• Proven ability to perform financial analysis
• Proficient with Microsoft Office Suites, skilled level using Excel
• 2+ years of real estate investment, asset management or financing
• YARDI and SharePoint experience, preferred

Benefits

A work environment that allows and encourages individuals to use their skills and talents to advance in their role and profession.

A full benefits package with costs that don’t break the bank.

Paid Time Off in addition to 8 paid Company holidays.

Training + Development

Interview process

Visa Sponsorship

Security clearance