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Investor Relations Analyst

2 months 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 HR@vaco.com .

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.