Peachtree Hotel
Investor Relations Operation Analyst
Peachtree Hotel, Atlanta, Georgia, United States, 30383
The Investor Relations Operation Analyst position reports directly to the VP of Operations and Investor Relations of Peachtree PC Investors and assists in presenting and consistently applying a best-in-class investment experience to existing and potential investors as well as our selling group. Your primary responsibility will be to foster and maintain positive relationships between our organization and its investors. You will play a crucial role in ensuring effective communication, transparency, and trust between the company and its shareholders. This position requires a combination of financial acumen, communication skills, and strategic thinking to represent the company's financial performance and outlook to the investment community.
The position responsibilities include:
CRM/Investor Portal: maintaining and updating investor records and accurate investment positions to facilitate client service and operational functions for investorsCompliance: Coordination with and between investors and fund administrators for review and follow-up of onboarding documents to ensure compliance with applicable regulatory rules and company guidelinesInvestor Communication: assisting in preparation of materials for investors including presentations, quarterly/annual reports, account statements, and ad hoc reportsMarketing: heavy use of tools to enable effective distribution of materials to investors and potential investorsThe ideal candidate will possess the following skills:
Have previous experience in broker dealer operations and investor relationsStrong understanding of financial markets, accounting principles, and regulatory requirementsExcellent organizational skills with ability to multitaskHave a high level of professionalismBe extremely detail-oriented and have problem-solving skillsExcellent verbal communication skillsExcellent written communication skills to prepare and convey appropriate messages to investorsTo be a flexible and proactive learner and be able to work within a team
The position responsibilities include:
CRM/Investor Portal: maintaining and updating investor records and accurate investment positions to facilitate client service and operational functions for investorsCompliance: Coordination with and between investors and fund administrators for review and follow-up of onboarding documents to ensure compliance with applicable regulatory rules and company guidelinesInvestor Communication: assisting in preparation of materials for investors including presentations, quarterly/annual reports, account statements, and ad hoc reportsMarketing: heavy use of tools to enable effective distribution of materials to investors and potential investorsThe ideal candidate will possess the following skills:
Have previous experience in broker dealer operations and investor relationsStrong understanding of financial markets, accounting principles, and regulatory requirementsExcellent organizational skills with ability to multitaskHave a high level of professionalismBe extremely detail-oriented and have problem-solving skillsExcellent verbal communication skillsExcellent written communication skills to prepare and convey appropriate messages to investorsTo be a flexible and proactive learner and be able to work within a team