Senior Investment Manager

3 days ago


Roswell, Georgia, United States True North Companies Full time
Senior Investment Manager

This is a pivotal role in spearheading investment strategies for True North Companies and its affiliated entities on behalf of clients. The Senior Investment Manager assumes a key position in providing strategic direction, conducting thorough market trend analyses, and making sound investment decisions to optimize returns while mitigating risks.

Key Responsibilities:
  • Maintain consistent communication with investors, offering regular updates on investment performance and addressing any inquiries or concerns promptly.
  • Cultivate and nurture strong investor relationships to bolster confidence and satisfaction levels.
  • Formulate and execute effective fundraising strategies aimed at attracting new investors and expanding the investor base.
  • Develop persuasive marketing materials and presentations to showcase investment opportunities and secure investment commitments.
  • Identify and evaluate potential investment opportunities, conducting meticulous due diligence, and negotiating favorable terms.
  • Ensure all acquisitions align with the company's investment strategy and risk-return profile.
  • Implement strategies geared towards maximizing returns and minimizing risks for existing investments.
  • Monitor market conditions and property performance to make informed decisions aimed at enhancing asset value.
  • Collaborate with property management teams to develop and review operating budgets, ensuring alignment with investment objectives and financial projections.
  • Conduct regular financial analysis and forecasting to monitor investment performance.
  • Prepare comprehensive reports for internal and external stakeholders, highlighting key metrics and performance indicators.
  • Compile and analyze financial and operational data to prepare monthly and quarterly investor reports.
  • Ensure timely and accurate reporting to lenders, maintaining positive relationships and addressing any concerns promptly.
  • Coordinate and facilitate lender inspections of properties as required, providing necessary documentation and information to support the inspection process and ensure compliance with lender requirements.
  • Ensure accurate and timely setup of new investment opportunities in the investor portal.
  • Provide training and support to investors on utilizing the portal effectively.
  • Work closely with finance, legal, and operations teams to ensure alignment and successful execution of investment strategies.
  • Coordinate efforts to achieve investment objectives and address any cross-functional challenges.
  • Monitor real estate market trends, economic indicators, and regulatory changes to identify new investment opportunities and potential risks.
  • Utilize market insights to inform investment decisions and strategies.
  • Stay up-to-date with regulatory requirements and ensure all investments and operations comply with applicable laws and regulations.
  • Develop and implement policies and procedures to ensure compliance across the organization.
Qualifications:
  • Bachelor's degree in Finance, Economics, Business Administration, or related field; Master's degree preferred.
  • CFA, CPA, or Series 7 certification is a plus.
  • 7+ years of financial analysis and modeling experience.
  • Commercial & Residential Real Estate experience REQUIRED.
  • Strong analytical skills and ability to interpret complex financial data.
  • Excellent communication and presentation skills.
  • Ability to thrive in a fast-paced, dynamic environment and manage multiple priorities effectively.
  • Strong leadership capabilities and ability to collaborate cross-functionally.
  • Proficiency in relevant software and tools (e.g., Microsoft Office Suite, investment management platforms).
Benefits:
  • Fully Paid Health Care Premium - Employees Only.
  • Health, Dental, and Vision Insurance: Your well-being matters, and we've got you covered with top-notch insurance options.
  • Life Insurance: We've got your back and your loved ones with life insurance coverage.
  • 401(k) retirement plan with a guaranteed match: Start building your future with a generous 401(k) plan and a guaranteed match.
  • Paid time off: Everyone needs a break, and we make sure you have plenty of time to recharge and enjoy life outside of work.
  • Holiday pay: Celebrate special moments with the peace of mind that you'll be rewarded for your holiday dedication.
  • Company provided laptop.


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