Investor Relations Marketing Associate

2 weeks ago


Costa Mesa, United States Located in Costa Mesa Full time
Job DescriptionJob Description

About the job

This individual will own the coordination and execution of quarterly deliverables and ongoing investor support for the firm.

Key responsibilities:

Own the coordination and preparation of investor reports, presentations and communications including:

  • Quarterly fund investor reports
  • Quarterly call presentations
  • Quarterly case studies
  • Annual meeting presentations
  • Investor meeting materials
  • Fund/transaction updates
  • Investment summary writeups
  • Marketing materials
  • Ad-hoc reports, presentations and communications
  • Ongoing support of existing investors, monitoring and responding promptly to questions and requests
  • Timely completion, review, and delivery of RFPs, DDQs, and other requests from investors and consultants
  • Vendor Management
  • Event Management

Participate in the creation, updating, and tracking of fundraising materials and ongoing fundraising support, as necessary, including:

  • Pitchbook
  • PPM
  • DDQs
  • Conference presentations
  • Educational materials for both internal and external use
  • Ad hoc, qualitative and quantitative requests

Qualifications:

  • Minimum 3 years working in private funds investor relations/fundraising, capital markets or investment banking
  • Preference for multi-family real estate experience
  • Excellent writing, analytical and communication skills
  • Creative prowess to translate complicated financial data into a simple story / message
  • Superior organization skills with great attention to detail
  • Willingness and capability to take ownership of products/deliverables
  • Comfort working independently
  • Advanced working knowledge of PowerPoint, Excel and Word
  • Preference for working knowledge of Adobe InDesign
  • Excellent understanding of financial modeling and valuation concepts/techniques used by analysts and investors
  • Broad understanding of the capital markets and ability to interpret trends
  • Ability to work in a fast-moving, collaborative, multi-tasking environment
  • Strong executive presence and ability to effectively engage senior leadership


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