Investor Relations Specialist
2 weeks ago
About Boyd Watterson Asset Management
We are a dynamic company built around integrity and collaboration, recognized as one of the top 99 employers in Northeast Ohio. Our employees are our top priority, and we strive to create an inclusive environment where everyone can thrive.
The Opportunity
We are seeking a highly organized and detail-oriented Junior Investor Relations Associate to join our team. This role will be a key contact with investors, consultants, and administrators, providing administrative support for Boyd Watterson managed real estate funds. The successful candidate will ensure that various Investor Relations team tasks are performed accurately and efficiently, providing timely and accurate information to investors and their representatives.
Key Responsibilities
- Assist the Investor Relations team in facilitating the completion and execution of Fund documents within Fund deadlines.
- Maintain records in internal and external systems, ensuring accuracy and compliance.
- Complete audit request documentation and assist with Requests for Proposals and Due Diligence Questionnaires as assigned.
- Review and distribute investor information on a regular basis, including financial statements, audited financial reports, and tax documents.
- 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 PowerPoint; intermediate level Excel preferred.
- Excellent written and verbal communication skills.
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