Investor Relations Associate

1 week ago


Cleveland, Ohio, United States Boyd Watterson Asset Management Full time
About Boyd Watterson Asset Management

We are a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment.

The Opportunity

We are seeking a highly skilled Investor Relations Associate to join our team. This role is a key contact with investors, consultants, and administrators for administrative duties for our managed real estate funds. This person provides support to the Investor Relations team and excellent service to investors and their representatives by providing timely and accurate information and resolving issues.

Key Responsibilities
  • Assist the Investor Relations team in facilitating the accurate completion and final execution of Fund documents in a timely manner and within Fund deadlines.
  • Ensure that final documents for each investor are maintained within the Digital File System and/or by Fund Administrators.
  • Fulfill internal and external fund document requests.
  • Maintain records in internal and external systems.
  • Complete audit request documentation and assist with the completion of Requests for Proposals and Due Diligence Questionnaires as assigned.
  • Assist with the review and distribution of investor information on a regular basis, including Investor Statements, capital distribution notices, financial statements, audited financial reports and tax documents according to established deadlines and contact lists.
  • Conduct internal audits of systems and records as assigned.
Requirements
  • Associate's degree or higher in business, finance, or accounting preferred or comparable experience.
  • 1-3 years of investor relations or customer service experience.
  • Excellent organizational and time management skills.
  • Ability to prioritize and multi-task.
  • Proficiency in Microsoft Word, Excel and Power Point; intermediate level Excel preferred.
  • Excellent written and verbal communication skills.


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