Investor Relations Operation Analyst

4 weeks ago


Atlanta, United States Peachtree Hotel Full time

The Investor Relations Operation Analyst position reports directly to the VP of Operations and Investor Relations of Peachtree PC Investors and assists in presenting and consistently applying a best-in-class investment experience to existing and potential investors as well as our selling group. Your primary responsibility will be to foster and maintain positive relationships between our organization and its investors. You will play a crucial role in ensuring effective communication, transparency, and trust between the company and its shareholders. This position requires a combination of financial acumen, communication skills, and strategic thinking to represent the company's financial performance and outlook to the investment community.

The position responsibilities include:

  • CRM/Investor Portal: maintaining and updating investor records and accurate investment positions to facilitate client service and operational functions for investors
  • Compliance: Coordination with and between investors and fund administrators for review and follow-up of onboarding documents to ensure compliance with applicable regulatory rules andcompany guidelines
  • Investor Communication: assisting in preparation of materials for investors including presentations, quarterly/annual reports, account statements, and ad hoc reports
  • Marketing: heavy use of tools to enable effective distribution of materials to investors and potentialinvestors
The ideal candidate will possess the following skills:
  • Have previous experience in broker dealer operations and investor relations
  • Strong understanding of financial markets, accounting principles, and regulatory requirements
  • Excellent organizational skills with ability to multitask
  • Have a high level of professionalism
  • Be extremely detail-oriented and have problem-solving skills
  • Excellent verbal communication skills
  • Excellent written communication skills to prepare and convey appropriate messages to investors
  • To be a flexible and proactive learner and be able to work within a team


  • Atlanta, United States Janus International Group Full time

    Overview Responsible for the preparation of earnings calls and ongoing investor communications materials, maintaining relationships with sell-side and buy-side analysts, tracking research reports on the company, analyzing the shareholder base, and helping to maintain an ongoing strategy to attract and engage potential investors. Responsibilities Support a...


  • Atlanta, United States Janus International Group Inc. Full time

    Overview Responsible for the preparation of earnings calls and ongoing investor communications materials, maintaining relationships with sell-side and buy-side analysts, tracking research reports on the company, analyzing the shareholder base, and helping to maintain an ongoing strategy to attract and engage potential investors. Responsibilities Support a...


  • Atlanta, United States Janus International Group Full time

    Overview: Responsible for the preparation of earnings calls and ongoing investor communications materials, maintaining relationships with sell-side and buy-side analysts, tracking research reports on the company, analyzing the shareholder base, and helping to maintain an ongoing strategy to attract and engage potential investors. Responsibilities: Support a...


  • Atlanta, United States The Coca-Cola Company Full time

    The Senior Director, Investor Relations serves as a liaison between senior executive management, and the investment community and its influencers ensuring fair dissemination of all financial and strategic information critical to an investment in KO stock, and ensuring management is continuously aware of potential areas of investor concerns and questions. The...


  • Atlanta, United States Gridline Full time

    What We Do:Gridline provides access to top-tier alternative investments, creating an efficient way to gain diversified exposure to non-public assets with lower capital minimums, transparent fees, and greater liquidity.While the traditional investing process is cumbersome, manual, and inefficient, we are redeveloping the entire system from the ground up,...


  • Atlanta, United States Dr. Ing. h.c. F. Porsche AG Full time

    Tasks Position overview The position manages and develops the company’s relationships with its debt investors and banking partners. This includes managing the strategy for investor outreach, assisting in development of the Porsche Financial Services, Inc. (PFS) banking group, and managing various events such as investor conferences, roadshows, and due...


  • Atlanta, United States Porsche Full time

    Tasks Position overview The position manages and develops the company's relationships with its debt investors and banking partners. This includes managing the strategy for investor outreach, assisting in development of the Porsche Financial Services, Inc. (PFS) banking group, and managing various events such as investor conferences, roadshows, and due...


  • Atlanta, United States Roots Full time

    Job DescriptionJob DescriptionWho We AreRoots is redefining real estate investing with a never before seen resident-centric model. We’re totally reshaping the tenant-landlord relationship by offering residents the chance to not just rent but partner in the property they live in. This is not rent-to-own; this is the first ever own-while-you-rent program!...


  • Atlanta, United States Roots Full time

    Job DescriptionJob DescriptionWho We AreRoots is redefining real estate investing with a never before seen resident-centric model. We’re totally reshaping the tenant-landlord relationship by offering residents the chance to not just rent but partner in the property they live in. This is not rent-to-own; this is the first ever own-while-you-rent program!...


  • Atlanta, United States Invest with Roots Full time

    Who We AreRoots is redefining real estate investing with a never before seen resident-centric model. We’re totally reshaping the tenant-landlord relationship by offering residents the chance to not just rent but partner in the property they live in. This is not rent-to-own; this is the first ever own-while-you-rent program! Our innovative “Live In It...


  • Atlanta, United States Invest with Roots Full time

    Who We AreRoots is redefining real estate investing with a never before seen resident-centric model. We’re totally reshaping the tenant-landlord relationship by offering residents the chance to not just rent but partner in the property they live in. This is not rent-to-own; this is the first ever own-while-you-rent program! Our innovative “Live In It...


  • Atlanta, United States Rainbook Holdings, Inc. Full time

    Rainbook provides investors with an unbiased review of their financial advisor. After clients connect their account and answer a few questions, Rainbook's Advisor Analyzer generates the Advisor Score. Looking at six factors, clients are now able to understand the strengths and weaknesses of their advisor relationship. Investors can use this information to...

  • Financial Analyst

    3 weeks ago


    Atlanta, United States Creative Financial Staffing Full time

    Creative Financial Staffing has partnered with a regional real estate development company to identify a Financial Analyst to join their growing team. Highlights of the Financial Analyst Opportunity: Niche real estate development company with a strong growth trajectory High-visibility role reporting directly to the VP of Asset Management Strong benefit...


  • Atlanta, United States Upgrade Inc. Full time

    Upgrade is a fintech company that provides affordable and responsible credit, mobile banking, and payment products to everyday consumers. We were the fastest growing company in the Americas last year according to the Financial Times and Upgrade Card was the fastest growing credit card in America two years in a row. We have delivered over $25 billion in...


  • Atlanta, United States The Intersect Group Full time

    The Intersect Group is seeking an HR Operations Analyst for a great opportunity in the Atlanta area. This role is a hybrid, with 3 days in the office. Job Responsibilities for the HR Operations Analyst: Create and maintain HR dashboards. Manage compensation operations. Maintain the HR budget. Conduct forecasting and budgeting. Handle compensation surveys,...


  • Atlanta, United States Cobb Chamber of Commerce Full time

    Senior Manager or Director of Investor Development Job Description ABOUT US: We are one of most influential business advocacy organizations in Georgia and one of the top three chambers in the nation. We are dedicated to bringing the community and its leaders together to create jobs, strengthen the economy, and improve our business climate so businesses and...


  • Atlanta, United States Salesforce Full time

    About Salesforce. Were Salesforce, the Customer Company, inspiring the future of business with AI Data CRM. Leading with our core values, we help companies across every industry blaze new trails and connect with customers in a whole new way. And, we Relations, Analyst, Strategy, Manager, Product Management, Salesforce, Business Services


  • Atlanta, United States Sisecam Full time

    This position will provide critical financial analysis and strategic planning support to the Finance Director, Chief Financial Officer, and the management team. The Sr. Financial Analyst will be responsible for developing accurate, timely, and comprehensive financial reports and models for facilitating management decisions as well as providing...


  • Atlanta, United States Norfolk Southern Full time

    Operates regularly within the HRIS (SuccessFactors) executing various personnel and organizational changes Provides technical support, troubleshooting, training, and guidance to HRIS users. Compiles and analyzes HR metrics and data from a variety of Operations Analyst, Operations, Technical Support, HRIS, Analyst, Microsoft, Manufacturing, Transportation


  • Atlanta, United States Mather Economics, LLC Full time

    Job Summary Mather Economics is seeking an ENTRY-LEVEL Operations Analyst to join our talented team of Economics and Data Science professionals. A successful Operations Analyst works autonomously, is proactive, and takes initiative. They exercise excellent judgment, are problem solvers, possess strong communication skills, and collaborate effectively with...