Investor Relations Associate
1 week ago
Salary$85,000 - $115,000 per annum, depending on experience.
Job Description
We are seeking an experienced Investor Relations Administrator to join our investor relations team. As an integral part of our team, you will be responsible for:
- Lead Management:
- Manage daily communications with Marketing Qualified Leads (MQLs), including texting, emailing, and phone calls to drive conversions.
- Focus on setting appointments for Relationship Managers (RMs).
- Investor Communication:
- Serve as the primary point of contact for investors, addressing inquiries, providing updates, and ensuring high investor satisfaction.
- Regularly communicate fund performance, investment strategies, and updates to investors.
- Documentation Management:
- Oversee the efficient management of investor documentation, including subscription agreements, investor updates, and regulatory compliance documents.
- Maintain accuracy and completeness of investor records while ensuring confidentiality and security.
- Reporting and Analysis:
- Generate and distribute periodic reports to investors, summarizing fund performance, financial metrics, and other relevant information.
- Collaborate with internal teams to gather necessary data for reporting purposes.
- Investor Onboarding and Accreditation:
- Facilitate the onboarding process for new investors, guiding them through required documentation and accreditation procedures.
- Work closely with legal and compliance teams to ensure adherence to regulatory standards.
- Meeting Coordination:
- Assist in organizing and coordinating investor meetings, including annual meetings, conference calls, and special presentations.
- Prepare materials and presentations for investor meetings.
- Database Management:
- Maintain accurate and up-to-date investor information using CRM tools and databases.
- Collaborate with IT and data management teams to enhance database functionality.
- Relationship Building:
- Cultivate and nurture positive relationships with investors, addressing their needs and concerns in a professional and timely manner.
- Collaborate with the broader team to enhance the overall investor experience.
- Bachelor's degree in finance, business, or a related field.
- Proven experience in investor relations within the private equity real estate sector.
- Strong understanding of real estate investment principles and financial concepts.
- Experience with phone sales and handling a high volume of inbound and outbound calls.
- Excellent verbal and written communication skills.
- Proficiency in Microsoft Office Suite and CRM tools.
- Detail-oriented with a high level of organizational skills.
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