We are seeking an experienced Investor Relations Associate to join a dynamic, growing, reputable Real Estate Investment firm, located in the Boca Raton, FL. area. This role is a highly visible role with growth possibilities, competitive salary and amazing benefits. This role will allow the Investor Relations Associate to play a key role in the growth and strategy of the organization.
If you are seeking an opportunity with a large, stable firm, with leaders who value their employees and provides a positive work environment and culture. this is the role for you!!
Duties:
· Cultivates client relationships through best-in-class communication with investors and intermediaries, fielding a high volume of calls and emails daily.
· Day-to-day client facing engagement and client support and takes ownership of solving issues.
· Resolves escalated issues by collaborating with department and team members.
· Handles all facets of client account maintenance needs including facilitating requests with capital markets, finance, operations, and legal teams.
· Works closely with accounting team to generate and distribute capital call and distribution notices and tracks all investor-facing capital activity events.
· Liaise with custodian platform reps onboarding investors, maintaining accounts, capital calls and reporting
· Facilitates investor onboarding including the investor verification process.
· Administers and facilitate signing of legal documentation for stakeholders, including fund partnership agreements, amendments, transfers, and consents.
· Utilization and data management of the CRM and investor portal, system testing, auditing, and document uploads.
· Adheres to compliance and operational processes and procedures with the utmost integrity.
· Assists with ad hoc fund-related projects and analyses.
· Maintains strong working relationships with clients and internal business groups.
· Ensures all work is on-time, detailed, accurate and “audit-ready”.
· Follows established processes and procedures, to continuously improve accuracy, reduce redundancy, and mitigate risk.
Requirements:
· Bachelor’s degree in economics, finance, accounting, or real estate.
· Excellent verbal and written communication skills.
· Sincere interest in real estate, capital markets, and the overall economy.
· Minimum of 2+ years of investor relations or capital markets experience in real estate, investment banking, investment management, or economic research.
· Strong administrative skills, including confidentiality and organization.
· Strong skills in Excel and PowerPoint.
· Expertise with Juniper Square, or similar CRM software a plus.
· Excellent analytical, financial, and quantitative skills with the highest level of attention to detail.
- · Demonstratable experience reading and interpreting legal documents.