Investor Relations Associate

Overview

Manage investor relationships, reporting, and capital calls for real estate funds.

Key Responsibilities

• investor reporting
• capital calls
• documentation management
• crm maintenance
• yardi module
• investor onboarding

Tasks

-Deliver investor reports in alignment with the asset operating agreement. -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 -Create and communicate Fund level reports, as needed -Facilitate distribution of investor documents as needed. Coordinate investor committee meetings. Execute investor capital calls. -Assist with onboarding acquisitions and development assets related to investor documentation and capital calls. -Maintain investor relations lifecycle core processes and ensure they are followed by all. -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. -Assist with the distribution process. Communicate distribution information to investors. -Maintain Yardi Investor Manager module for investor portal and reporting. Maintain and update investor CRM.

Requirements

• financial analysis
• yardi
• sharepoint
• excel
• real estate
• bachelor’s

What You Bring

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

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Benefits

A full benefits package with costs that don’t break the bank. Paid Time Off in addition to 8 paid Company holidays. A work environment that allows and encourages individuals to use their skills and talents to advance in their role and profession.

About Equity Commercial Real Estate Solutions

-Combining brokerage, development, construction, and property/asset management under one roof, they streamline the entire real estate lifecycle. -Their national footprint spans nine U.S. markets and projects in over 40 states, supported by regional offices from Atlanta to Tampa. -Typical engagements span healthcare clinics, retail centers, office buildings, multi-family, and industrial developments. -They assemble interdisciplinary teams—entitlement specialists, architects, engineers, estimators—to execute complex ground-up and renovation projects. -Equity’s brokerage arm handles tenant & landlord representation, leasing, site assemblage, market analysis, and valuation. -Their development pipeline includes mixed-use retail anchors, medical office projects, self-storage facilities, hospitality assets, and multi-family builds. -Supported by an affiliate construction company, they deliver pre-construction, general contracting, and program management in-house.

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