Investor Relations Analyst

3 weeks ago

Irvine, United States Vaco Full time

Position: Investor Relations Analyst Location: Irvine - Onsite (closer to OC airport) Industry: Real estate investment Salary: 98k-110k base + strong bonus target and comprehensive benefit plan Job Summary: Real Estate Investment Management Company is seeking an Investor Relations Analyst. Job Responsibilities: Be liaison for investors, advisors, and inquiries regarding investments and reporting Manage Investor Portal, including client onboarding and account management Assist with review and organization of subscription documentation and investor forms Work with external institutional investors, and back-office personnel of custodians Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures Complete Due Diligence Questionnaires (DDQ) for existing investors and update and maintain marketing materials, including PowerPoint presentations and other documents Work with internal and external compliance teams Assist in event coordination including event planning and management, initial outreach, follow-up, coordinating schedules Qualifications & Competencies: Bachelor's degree required 2-4 years of relevant experience at an investment management, asset management, wealth management, investment consulting, or financial services firm Holds current FINRA Series 7 and 63 licenses and/or willing to obtain within 120 days of employment Mix of Multi-family & Commercial real estate background ideal Ability to work well at fast pace and respond to shifting priorities Excellent judgment and the ability to handle confidential information If you meet these requirements, please apply and/or contact Thomas Trout. If you already have met a VACO representative, let them know you are interested. Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply. EEO Notice Vaco is an Equal Opportunity Employer and does not discriminate against any employee or applicant for employment because of race (including but not limited to traits historically associated with race such as hair texture and hair style), color, sex (includes pregnancy or related conditions), religion or creed, national origin, citizenship, age, disability, status as a veteran, union membership, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, political affiliation, or any other protected characteristics as required by federal, state or local law. Vaco LLC and its parents, affiliates, and subsidiaries are committed to the full inclusion of all qualified individuals. As part of this commitment, Vaco LLC and its parents, affiliates, and subsidiaries will ensure that persons with disabilities are provided reasonable accommodations. If reasonable accommodation is needed to participate in the job application or interview process, to perform essential job functions, and/or to receive other benefits and privileges of employment, please contact . Vaco also wants all applicants to know their rights that workplace discrimination is illegal. By submitting to this position, you agree that you will be giving Vaco the exclusive right to present your as a candidate for the foregoing employment opportunity. You further agree that you have represented information about yourself accurately and have not affirmatively misrepresented your qualifications. You also agree to maintain as confidential, to the fullest extent permitted by law, any information you learn from Vaco about the position and you will limit disclosure of information about the position only to the extent necessary to perform any obligations in furtherance of your application. In exchange, Vaco agrees to exercise reasonable efforts to represent you through all solicitation, job screening and resume dispersal. Privacy Notice Vaco LLC and its parents, affiliates, and subsidiaries ("we," "our," or "Vaco") respects your privacy and are committed to providing transparent notice of our policies. California residents may access Vaco's HR Notice at Collection for California Applicants and Employees here. Virginia residents may access our state specific policies here. Residents of all other states may access our policies here. Canadian residents may access our policies in English here and in French here. Residents of countries governed by GDPR may access our policies here. Pay Transparency Notice Determining compensation for this role (and others) at Vaco depends upon a wide array of factors including but not limited to: the individual's skill sets, experience and training; licensure and certification requirements; office location and other geographic considerations; other business and organizational needs. With that said, as required by local law, Vaco believes that the following salary range referenced above reasonably estimates the base compensation for an individual hired into this position in geographies that require salary range disclosure. The individual may also be eligible for discretionary bonuses.

  • Investor Reporting Specialist

    2 weeks ago

    Irvine, California, United States Jobot Full time

    Position Overview: We are seeking a knowledgeable Investor Reporting Analyst with a minimum of 1 year of experience, possessing a solid understanding of accounting principles and practices.Compensation: $25 - $27 per hourAbout the Company: This role is primarily in-office, with hybrid options available for local candidates. We are looking for a skilled...

  • Investor Reporting Specialist

    2 weeks ago

    Irvine, California, United States Jobot Full time

    Position Overview: We are seeking a knowledgeable Investor Reporting Analyst with over 1 year of experience in accounting principles and practices.Compensation: $25 - $27 per hourAbout Us: This role is primarily in-office, with hybrid options available for local candidates.We are looking for a qualified Investor Reporting Analyst with a strong preference for...

  • Investor Reporting Specialist

    2 weeks ago

    Irvine, California, United States Jobot Full time

    Position Overview: We are seeking a skilled Investor Reporting Specialist with a minimum of 1 year of experience in accounting principles and practices. This role is essential for ensuring accurate and comprehensive reporting for our investors. About Us: We are a leading Wholesale Non-Prime Lender, recognized for our responsible lending practices and...

  • Junior Mortgage Data Analyst

    3 months ago

    Irvine, United States RMS Asset Management LLC Full time

    Job DescriptionJob DescriptionJob Summary:RMS is seeking a highly motivated Junior Mortgage Data Analyst to join our dynamic team. This role is ideal for an individual who is looking to grow their career in data analysis and project management. The successful candidate will assist with data analysis tasks, support project management activities, and assist...

  • Senior Fund Financial Analyst

    2 weeks ago

    Irvine, California, United States Vaco Full time

    Job Overview (Senior Fund Financial Analyst)Vaco, a dynamic real estate investment firm, is on the lookout for a motivated and detail-oriented individual who is keen to enhance accounting operations. The Senior Fund Financial Analyst role is a pivotal position responsible for overseeing all aspects of financial reporting and accounting for investment funds...

  • Financial Reporting Analyst

    2 weeks ago

    Irvine, California, United States Jobot Full time

    Position Overview: We are seeking a knowledgeable Financial Reporting Analyst with over a year of experience in accounting principles and practices.About the Role: This role is based in-office, with hybrid options available for local candidates. The ideal candidate will have a strong background in mortgage reporting.Compensation: The hourly wage ranges from...

  • Lead Mortgage Risk Analyst

    2 weeks ago

    Irvine, California, United States American Heritage Lending Inc Full time

    Company Overview:American Heritage Lending, LLC is a distinguished entity in the lending sector, established to redefine the experience of mortgage services. With licenses across various states in the United States, our mission is to provide a compassionate and supportive experience for the families we serve nationwide.Position Summary:The Lead Mortgage Risk...

  • Chief Financial Officer

    3 weeks ago

    Irvine, United States A&C Tech, Inc Full time

    Title: Chief Financial Officer (CFO)Job DescriptionA&C Technology Inc. is a well-funded, next-generation blockchain technology company with a mission to develop innovative products that enable broader engagement in the Web 3.0 world. Our goal is to restore autonomy and freedom to individual users, echoing the original vision of the Internet. By leveraging...

  • Sr. FP&A Analyst

    3 months ago

    Irvine, United States TCWGlobal Full time

    Job DescriptionJob DescriptionSr. FP&A Analyst-Technology Business PartnerPayrate Range: $50-$55/hr:6 month AssignmentStart Mid June, 2024Remote and open to talent throughout the United StatesOur leading SaaS client is hiring a temporary Sr. FP&A Analyst, to cover a leave of absence.As a Senior FP&A Analyst, you will play a pivotal role in their Finance...

  • Sr. FP&A Analyst

    3 months ago

    Irvine, United States TCWGlobal Full time

    Job DescriptionJob DescriptionSr. FP&A Analyst-Technology Business PartnerPayrate Range: $50-$55/hr:6 month AssignmentStart Mid June, 2024Remote and open to talent throughout the United StatesOur leading SaaS client is hiring a temporary Sr. FP&A Analyst, to cover a leave of absence.As a Senior FP&A Analyst, you will play a pivotal role in their Finance...

  • Sr. FP&A Analyst

    3 months ago

    Irvine, United States TCWGlobal Full time

    Job DescriptionJob DescriptionSr. FP&A Analyst-Technology Business PartnerPayrate Range: $50-$55/hr:6 month AssignmentStart Mid June, 2024Remote and open to talent throughout the United StatesOur leading SaaS client is hiring a temporary Sr. FP&A Analyst, to cover a leave of absence.As a Senior FP&A Analyst, you will play a pivotal role in their Finance...

  • Sr. FP&A Analyst

    3 months ago

    Irvine, United States TCWGlobal Full time

    Job DescriptionJob DescriptionSr. FP&A Analyst-Technology Business PartnerPayrate Range: $50-$55/hr:6 month AssignmentStart Mid June, 2024Remote and open to talent throughout the United StatesOur leading SaaS client is hiring a temporary Sr. FP&A Analyst, to cover a leave of absence.As a Senior FP&A Analyst, you will play a pivotal role in their Finance...

  • Mortgage Surveillance Asset Manager

    2 months ago

    Irvine, United States RMS Asset Management LLC Full time

    Job DescriptionJob DescriptionRMS is a leader in the Mortgage Industry. RMS provides administration and surveillance solutions to many of the leading Residential Mortgage organizations. RMS offers attractive working conditions, health care and 401K opportunity. We are seeking a Mortgage Asset Manager to become a part of our team in early May 2024.We...

  • Partner Management Analyst

    2 months ago

    Irvine, California, United States Endpoint Full time

    Endpoint is a digital title and settlement company built from the ground up to make home closing easy for all. For many, buying or selling a home is one of life's biggest transactions. At Endpoint, we help our customers close every deal so they can start their next chapter with confidence. Whether it's a first-time homebuyer choosing a place to start a...

  • IT Systems Analyst

    9 hours ago

    Irvine, California, United States Insight Global Full time

    Job Summary:We are seeking a highly skilled IT Analyst to join our team at Insight Global. As an IT Analyst, you will be responsible for troubleshooting complex technical issues, providing technical support, and administering Microsoft Teams.Key Responsibilities:Provide technical support to end-users, resolving issues related to hardware, software, and...

  • Data Analyst

    5 days ago

    Irvine, California, United States Epsilon Full time

    Job OverviewEpsilon is seeking a highly skilled Data Analyst to join our team. As a Data Analyst, you will play a critical role in driving business growth by leveraging data insights to inform strategic decisions.Key ResponsibilitiesData Analysis: Conduct in-depth data analyses using SQL and other tools to identify trends, patterns, and correlations that...

  • Treasury Analyst

    2 months ago

    Irvine, United States Vivant Talent (Old) Full time

    Job DescriptionJob DescriptionTreasury Analyst We are seeking a motivated Treasury Analyst to join our dynamic team!Responsibilities:Compile cash position reportPost entries and reconcile general ledger accounts associated with wire transfer, cash receipts, and foreign exchange deposits & fees.Research and resolve payment discrepancies.Evaluate bank services...

  • Cash Management Analyst

    1 week ago

    Irvine, California, United States Vivant Talent (Old) Full time

    Job OverviewPosition: Cash Management AnalystWe are looking for a dedicated Cash Management Analyst to enhance our financial operations.Key Responsibilities:Prepare and maintain cash position reports.Record transactions and reconcile general ledger accounts related to wire transfers, cash receipts, and foreign exchange transactions.Investigate and resolve...

  • Treasury Analyst

    3 weeks ago

    Irvine, United States Vivant Talent Full time $90,000 - $115,000

    Job DescriptionJob DescriptionJob Title: Treasury Analyst We are seeking a motivated Treasury Analyst to join our dynamic team!Responsibilities:Compile cash position reportPost entries and reconcile general ledger accounts associated with wire transfer, cash receipts, and foreign exchange deposits & fees.Research and resolve payment discrepancies.Evaluate...

  • Mortgage Data Entry Specialist

    3 weeks ago

    Irvine, United States RMS Asset Management LLC Full time $41,600 - $45,000

    Job DescriptionJob DescriptionRMS is a leader in the Mortgage Industry. RMS provides administration and surveillance solutions to many of the leading Residential Mortgage organizations. RMS offers attractive working conditions, health care and 401K opportunity.We currently have an exciting opportunity for an experienced Mortgage Data Entry Specialist located...