Senior Investment Manager

1 month ago


Roswell, United States True North Companies Full time

This Opportunity


Job Title: Senior Investment Manager 

Company: True North Companies 

Location: Roswell, GA & Valdosta, GA (Every two weeks travel for 2-3 days)

Position Type: Full-time, Incentive Compensation 

Reporting To: Senior Vice President of Operations and Asset Management & Chief Investment Officer


The Senior Investment Manager at True North Companies assumes a pivotal role in spearheading investment strategies for the company and its affiliated entities on behalf of clients. Reporting directly to the Senior Vice President of Operations and Asset Management, this position entails providing strategic direction, conducting thorough market trend analyses, and making sound investment decisions to optimize returns while mitigating risks. Collaboration with other administrative team members is paramount for success in this role. 


Responsibilities Include:

  • Maintain consistent communication with investors, offering regular updates on investment performance and addressing any inquiries or concerns promptly. 
  • Cultivate and nurture strong investor relationships to bolster confidence and satisfaction levels. 
  • Formulate and execute effective fundraising strategies aimed at attracting new investors and expanding the investor base. 
  • Develop persuasive marketing materials and presentations to showcase investment opportunities and secure investment commitments. 
  • Identify and evaluate potential investment opportunities, conducting meticulous due diligence, and negotiating favorable terms. 
  • Ensure all acquisitions align with the company's investment strategy and risk-return profile. 
  • Implement strategies geared towards maximizing returns and minimizing risks for existing investments. 
  • Monitor market conditions and property performance to make informed decisions aimed at enhancing asset value. 
  • Collaborate with property management teams to develop and review operating budgets, ensuring alignment with investment objectives and financial projections
  • Conduct regular financial analysis and forecasting to monitor investment performance. 
  • Prepare comprehensive reports for internal and external stakeholders, highlighting key metrics and performance indicators. 
  • Compile and analyze financial and operational data to prepare monthly and quarterly investor reports. 
  • Ensure timely and accurate reporting to lenders, maintaining positive relationships and addressing any concerns promptly. 
  • Coordinate and facilitate lender inspections of properties as required, providing necessary documentation and information to support the inspection process and ensure compliance with lender requirements. Ensure accurate and timely setup of new investment opportunities in the investor portal. 
  • Provide training and support to investors on utilizing the portal effectively. 
  • Work closely with finance, legal, and operations teams to ensure alignment and successful execution of investment strategies. 
  • Coordinate efforts to achieve investment objectives and address any cross-functional challenges. 
  • Monitor real estate market trends, economic indicators, and regulatory changes to identify new investment opportunities and potential risks. 
  • Utilize market insights to inform investment decisions and strategies. 
  • Stay up-to-date with regulatory requirements and ensure all investments and operations comply with applicable laws and regulations. 
  • Develop and implement policies and procedures to ensure compliance across the organization. 


Qualifications: 

  • Bachelor's degree in Finance, Economics, Business Administration, or related field; Master's degree preferred. 
  • CFA, CPA, or Series 7 certification is a plus
  • 7+ years of financial analysis and modeling experience
  • Commercial & Residential Real Estate experience REQUIRED
  • Strong analytical skills and ability to interpret complex financial data. 
  • Excellent communication and presentation skills. 
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively. 
  • Strong leadership capabilities and ability to collaborate cross-functionally. 
  • Proficiency in relevant software and tools (e.g., Microsoft Office Suite, investment management platforms). 


Benefits:

  • Fully Paid Health Care Premium - Employees Only
  • Health, Dental, and Vision Insurance: Your well-being matters, and we’ve got you covered with top-notch insurance options.
  • Life Insurance: We’ve got your back and your loved ones with life insurance coverage.
  • 401(k) retirement plan with a guaranteed match: Start building your future with a generous 401(k) plan and a guaranteed match.
  • Paid time off: Everyone needs a break, and we make sure you have plenty of time to recharge and enjoy life outside of work.
  • Holiday pay: Celebrate special moments with the peace of mind that you’ll be rewarded for your holiday dedication.
  • Company provided laptop


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