Investor Relations Associate

4 weeks ago


Charlotte, North Carolina, United States Madison Capital Group Holdings, LLC Full time

Madison Capital Group Holdings, LLC is a vertically integrated real estate investment and development firm with a primary focus on the Multifamily, Self-Storage and Boat and RV Storage sectors.

We are seeking a highly skilled Investor Relations Associate to join our Charlotte team. This role is vital to supporting and maintaining our client relationship across its multiple funds.

The Investor Relations Associate will partner with investments, marketing, and asset management to prepare client materials and manage investor reporting. Responsibilities include:

  • Managing monthly and quarterly investor reporting
  • Preparing and reviewing investor capital call and distribution notices
  • Maintaining custodian relationships and requirements for fund holdings and positions
  • Developing and maintaining effective working relationships with new investors
  • Responding to ad-hoc investor requests for information and investment analysis
  • Contributing to marketing and communication projects
  • Reviewing incoming investor subscriptions agreements and working directly with advisors to resolve any trades not in good order

Requirements

  • 5+ years of experience in Investor Relations/Real Estate/Finance/Fund Administration
  • Proven exceptional communication (verbal, written and graphic) and interpersonal skills
  • Proficiency with DocuSign, Microsoft Excel, Word, and PowerPoint required
  • Experience with Juniper Square software a plus
  • Previous private equity experience a plus


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