Sr Analyst/Associate

2 weeks ago

Scottsdale, United States The Wolff Company Full time

Job TypeFull-time Description The Investment Management team is seeking a dynamic Senior Analyst or Associate in Investor Relations to strengthen our investor communication and fundraising efforts. The successful candidate will be responsible for accurate and timely reporting to investors and joint venture partners, leveraging a deep understanding of fund and real estate investment activities to deliver exceptional service. Success in this role requires strong attention to detail time management, and analytical skills. Key Responsibilities: Investor Reporting: Lead preparation and delivery of quarterly, annual, and ad-hoc investor reports, ensuring accuracy, timeliness, and consistency across all materials. Clearly communicate investment activity, portfolio performance, market trends, and the firm's outlook. Coordinate closely with Accounting, Portfolio Analytics, Legal, Tax, and Asset Management teams to compile and verify data. Maintain reporting calendars, track deliverables, and proactively manage deadlines to meet all investor and partner expectations. Support report distribution and document posting through the investor portal, including financial statements and tax forms. Review all data and narrative content with exceptional attention to detail, ensuring clarity, accuracy, and alignment with firm standards. Investor Portal & Records: Maintain complete and current investor records, including capital activity, ownership data, and contact information, within the firm's investor portal and interna registries. Coordinate investor transfers and ownership changes, ensuring proper documentation. Fundraising & Due Diligence Support: Support fundraising activities by keeping due diligence materials and data rooms current, completing investor questionnaires, and preparing presentations and performance summaries. Collaborate with internal teams to ensure all materials are accurate, consistent, and compliant. Requirements Honesty, integrity, and a strong work ethic Exceptional organizational, planning, and multitasking abilities Excellent written and verbal communication skills Advanced proficiency in Microsoft Word, PowerPoint, and Excel (including understanding of financial modeling) Qualifications: Bachelor's degree required (finance, accounting, business preferred) 2+ years of experience in a client-facing or analytical role Background in finance, accounting, or real estate is strongly preferred Demonstrated accountability for quality and accuracy in prior roles WHY WOLFF? Competitive compensation + performance bonuses Medical, dental, vision, and 401(k) match PTO plus volunteer time People-first culture built on innovation, stewardship, execution, and continuous learning COMPANY OVERVIEW The Wolff Company is a real estate investment firm that is focused on the multifamily and senior living sectors throughout the United States. The firm has over $3.5 billion in assets under management across five active funds, numerous joint ventures, and legacy partnerships. Wolff's investor base includes institutions, family offices, public and private pension plans, and high-net-worth individuals. Wolff's investment activity primarily occurs through two closed-end fund series-Wolff Real Estate Partners and Wolff Credit Partners.

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