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Investor Relations Coordinator

2 months ago


Dallas, Texas, United States LURIN Full time

We are looking for a dedicated and detail-oriented Investor Relations Associate to become an integral part of our multifamily investment firm, LURIN. The successful candidate will be essential in fostering and maintaining strong relationships with our investors, ensuring clear and timely communication about investment performance and opportunities, and contributing to the overall growth and success of our real estate investment initiatives.

Key Responsibilities:

  • Investor Relationship Development: Cultivate and maintain relationships with investors, including high-net-worth individuals, family offices, and institutional clients. Serve as a trusted advisor, addressing inquiries, providing insights, and facilitating discussions on current and future investment opportunities.
  • Effective Investor Communication: Act as the primary liaison for investors, delivering timely and accurate information regarding investment strategies, performance updates, and market trends. Develop and implement communication strategies to enhance investor engagement and satisfaction.
  • Management of Investor Portal: Oversee the investor portal, ensuring it is current with relevant information, documents, and reports. Collaborate with internal teams, including finance, legal, and asset management, to guarantee the accuracy and completeness of data and documents available on the portal.
  • K-1 Tax Document Distribution: Manage the distribution of K-1 tax documents to investors, ensuring compliance with regulatory requirements and deadlines. Work closely with tax advisors and accounting teams to ensure accurate preparation and timely delivery of K-1s.
  • Organization of Investor Meetings: Assist in organizing investor meetings, conference calls, and presentations, including annual meetings, webinars, quarterly updates, and special events. Prepare presentation materials, agendas, and talking points to effectively communicate investment performance and strategic initiatives.
  • Investor Feedback and Reporting: Collect feedback from investors to evaluate satisfaction levels, identify areas for improvement, and address concerns. Prepare regular reports and analyses on investor relations activities, investment performance, and investor sentiment for senior management review.
  • Direct Investor Engagement: Proactively engage with investors through personalized communication channels, including phone calls, emails, and in-person meetings. Address investor inquiries and provide updates on investment activities.
  • Investor Education and Transparency: Develop materials and resources to assist investors in understanding investment strategies, financial performance metrics, and tax implications through various mediums, including webinars, presentations, and general reporting.

Qualifications:

  • Bachelor's degree in finance, business administration, or a related field is required; advanced degrees or professional certifications (e.g., CFA, CAIA) are preferred.
  • A minimum of 3-5 years of experience in investor relations, financial services, or a related field, with a focus on real estate or private equity investments is preferred.
  • Exceptional communication and interpersonal skills, with the ability to effectively engage with investors and build trust-based relationships.
  • Strong understanding of investment principles, financial markets, and regulatory requirements governing investor relations and tax reporting.
  • Detail-oriented with excellent organizational skills and the ability to manage multiple priorities and deadlines effectively.
  • Proficiency in financial analysis, reporting, and presentation software (e.g., Microsoft Excel, PowerPoint, CRM systems).