Carmel Management, LLC
Analyst, Investor Relations
Carmel Management, LLC, San Francisco, California, United States, 94199
Carmel Partners , one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an
Analyst, Investor Relations
in our San Francisco Corporate Office.
The Investor Relations Analyst , under the supervision of the Vice President, Head of Investor Services, will be tasked with supporting the team’s primary functions. These include the initial preparation of marketing materials, the coordination of communications, materials, and meetings with investors, tracking investor inquiries to ensure timely response, systems management and organization, and aiding in fundraising activities. Attention to detail and accuracy are critical to the success of this position.
What you’ll do
Support the daily operations including IR communications management (e.g. IR group inbox management, list administration, etc.), data reconciliation, integrity checks, and handling ad-hoc investor requests.
Support the development, production, ongoing updates, and compliance approval of all marketing materials including pitch books, PPM, DDQ, investor conference slides, and other materials. This will require coordination with several teams across the organization.
Develop graphics and produce analytics in Excel and PowerPoint.
Assist with responding to industry database questionnaires (e.g., Preqin, IREI, P&I).
Support the CRM (Juniper Square) and repository database, ensure data integrity of inputs, and manage the analytics and reporting.
Work with the IR team to respond to all investor requests (written and verbal) including managing contact information and wire instruction updates.
Work closely with all members of the IR team to support the planning of the annual AGM conference, Mid-Year Investor Call, and other IR related events.
Manage property image library.
Various administrative tasks which constitute roughly 10%+ of the duties (calendaring, scheduling, data input, etc.)
What you’ll bring
Bachelor’s degree in relevant field; finance, business, or economics.
A minimum of 1+ years’ experience in investment management and/or the real estate industry, with a focus on investor relations or business development.
Attention to detail and thoroughness is a must.
Experience with private funds, finance, and accounting is highly desirable.
Exceptional communication, presentation, and interpersonal skills.
The ability to distill complex topics into a concise, consumable format.
Strong proficiency in Microsoft Office Suite, particularly PowerPoint, Excel, and Word.
Strong project management and process-oriented skill set.
Ability to thrive in a dynamic and fast-paced environment.
Must be a team player with a commitment to excellence and a high level of integrity.
Compensation and Benefits
Compensation and Benefits play a key role in your choice of employer, and our goal is to invest in you and your experience here. You’ll find a competitive compensation and comprehensive benefits package at Carmel.
Base
compensation range
$95,000 to $100,000.
Total compensation for this role also includes a
bonus incentive
in addition to the base salary. The Company reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant’s sex or other status protected by local, state, or federal law.
Choose Carmel
At
Carmel Partners , our mission is to create exceptional multifamily communities that enrich lives and neighborhoods.
DEI Statement
We are committed to equitable hiring and promotion practices. We lead with integrity and believe in building a diverse and inclusive workplace, rooted in a culture of mutual respect. By welcoming varied backgrounds, perspectives, and ideas, we cultivate engagement and a sense of belonging that creates community within, so Carmel can build communities that thrive.
Carmel Partners is an
Equal Opportunity Employer , committed to providing employees with a work environment free of discrimination and harassment. Employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, gender, gender identity, gender expression, sexual orientation, pregnancy and reproductive decisions, family or parental status, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws.
#J-18808-Ljbffr
Analyst, Investor Relations
in our San Francisco Corporate Office.
The Investor Relations Analyst , under the supervision of the Vice President, Head of Investor Services, will be tasked with supporting the team’s primary functions. These include the initial preparation of marketing materials, the coordination of communications, materials, and meetings with investors, tracking investor inquiries to ensure timely response, systems management and organization, and aiding in fundraising activities. Attention to detail and accuracy are critical to the success of this position.
What you’ll do
Support the daily operations including IR communications management (e.g. IR group inbox management, list administration, etc.), data reconciliation, integrity checks, and handling ad-hoc investor requests.
Support the development, production, ongoing updates, and compliance approval of all marketing materials including pitch books, PPM, DDQ, investor conference slides, and other materials. This will require coordination with several teams across the organization.
Develop graphics and produce analytics in Excel and PowerPoint.
Assist with responding to industry database questionnaires (e.g., Preqin, IREI, P&I).
Support the CRM (Juniper Square) and repository database, ensure data integrity of inputs, and manage the analytics and reporting.
Work with the IR team to respond to all investor requests (written and verbal) including managing contact information and wire instruction updates.
Work closely with all members of the IR team to support the planning of the annual AGM conference, Mid-Year Investor Call, and other IR related events.
Manage property image library.
Various administrative tasks which constitute roughly 10%+ of the duties (calendaring, scheduling, data input, etc.)
What you’ll bring
Bachelor’s degree in relevant field; finance, business, or economics.
A minimum of 1+ years’ experience in investment management and/or the real estate industry, with a focus on investor relations or business development.
Attention to detail and thoroughness is a must.
Experience with private funds, finance, and accounting is highly desirable.
Exceptional communication, presentation, and interpersonal skills.
The ability to distill complex topics into a concise, consumable format.
Strong proficiency in Microsoft Office Suite, particularly PowerPoint, Excel, and Word.
Strong project management and process-oriented skill set.
Ability to thrive in a dynamic and fast-paced environment.
Must be a team player with a commitment to excellence and a high level of integrity.
Compensation and Benefits
Compensation and Benefits play a key role in your choice of employer, and our goal is to invest in you and your experience here. You’ll find a competitive compensation and comprehensive benefits package at Carmel.
Base
compensation range
$95,000 to $100,000.
Total compensation for this role also includes a
bonus incentive
in addition to the base salary. The Company reserves the right to ultimately pay more or less than the posted range and offer additional benefits and other compensation, depending on circumstances not related to an applicant’s sex or other status protected by local, state, or federal law.
Choose Carmel
At
Carmel Partners , our mission is to create exceptional multifamily communities that enrich lives and neighborhoods.
DEI Statement
We are committed to equitable hiring and promotion practices. We lead with integrity and believe in building a diverse and inclusive workplace, rooted in a culture of mutual respect. By welcoming varied backgrounds, perspectives, and ideas, we cultivate engagement and a sense of belonging that creates community within, so Carmel can build communities that thrive.
Carmel Partners is an
Equal Opportunity Employer , committed to providing employees with a work environment free of discrimination and harassment. Employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, gender, gender identity, gender expression, sexual orientation, pregnancy and reproductive decisions, family or parental status, national origin, age, disability, veteran status, or any other status protected under local, state, or federal laws.
#J-18808-Ljbffr