Investor Relations Specialist
1 month ago
Harbor Group Management Company is a multi-billion dollar real estate investment and property management firm. We are seeking a highly motivated and detail-oriented Investor Relations Specialist to join our team.
Key Responsibilities:
Engage with new and existing investors to provide support and guidance on tracking, reporting, and recordkeeping.
Manage investor information for compliance purposes, including sending, tracking, and reviewing documentation.
Maintain and update investor information in a Customer Relationship Management (CRM) database.
Monitor and track payments from investors, including following up on overdue payments and subscription materials.
Prepare and finalize entity raise sheets to provide to the in-house accounting department.
Generate accurate reports on overdue investors and related documents.
Assemble investor information kits.
Handle various correspondence and information requests from investors via email and mail.
Support Investor Relations and Business Development executives by providing requested information and/or materials.
Assist in organizing and preparing for investor fund presentation events.
Requirements:
Three to five years of experience assisting and interacting in a business development, investment, legal services, or similar environment.
Proficiency in Microsoft Office (Word, Excel, and PowerPoint) and Adobe.
Must be detail-oriented, highly organized, comfortable working with senior executives and high net worth individuals by phone, email, and investors.
Must have excellent phone skills and be comfortable working independently and cross-departmentally.
Former experience with a CRM platform is a plus.
Experience working with institutional investors is a plus.
What We Offer:
Competitive Salaries & Bonuses
Medical, Dental & Vision Plans
401(k) Plan with Employer Matching Contributions
Paid Personal Time & Holidays
Flexible Spending Accounts
Free Long-Term Disability
Free Life Insurance
Short Term Disability
Health Savings Account with Employer Contributions
Wellness Perks
FinFit Health Finance Program
Employee Apartment Discount
Employee Referral Program
Employee Recognition & Awards
Employee Assistance Program
Volunteer & Community Service Opportunities
Tuition Reimbursement
Harbor Group Management Company is proudly an Equal Opportunity Employer EOE/M/F/D/V.
All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability, or protected veteran status.
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