Kairos Investment Management Company
Investor Relations Associate
Kairos Investment Management Company, California, Missouri, United States, 65018
Kairos Investment Management Company is a minority-owned real estate private equity firm founded in 2005 to focus on value-based real estate investments in the lower middle market, often with a long-term investment horizon and contrarian approach. As of March 31, 2024, the Kairos team has transacted on $4.2 billion of real estate, including over 25,000 multifamily units and 23 million square feet of commercial property nationwide, and has $2.4 billion of gross assets under management as of June 30, 2024. Kairos is headquartered in Irvine, California.Job Summary:Kairos Investment Management Company is seeking an Investor Relations Associate who will play an active role in supporting the Investor Relations Team. This role requires a smart, organized individual with a strong work ethic, ability to multi-task and willingness to learn. There will be a client facing component to this role once the Associate has proven their ability to take ownership of the following responsibilities. This role will report to the Vice President of Investor Relations.Job Responsibilities
:Serve as a point of contact for investor, advisor, and custodian inquiries regarding their current investments and related reports and statements.Maintain and develop relationships with existing private and institutional investors, and back-office personnel of custodians.Assist with review and organization of subscription documentation and investor forms.Manage CRM and Investor Portal, including client onboarding and account management.Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures.Assist with the content preparation and vision execution of marketing materials, including PowerPoint presentations.Complete Due Diligence Questionnaires (DDQ) for existing investors and update and maintain marketing materials, including PowerPoint presentations and other documents.Work with internal and external compliance teams to ensure investor communication is compliant.Assist in event coordination including event planning and management, initial outreach, follow-up, coordinating schedules.Other duties and projects as required.Qualifications & Competencies:2-4 years of relevant experience at an investment management, asset management, wealth management, investment consulting, or financial services firm.Commercial real estate background required.Juniper Square experience a plus.Holds current FINRA Series 7 and 63 licenses and/or willing to obtain within 120 days of employment.Must be adaptable, committed, and team-oriented, with flexibility to work longer hours at times.Ability to work well under pressure and respond to shifting priorities.Excellent judgment and the ability to handle confidential information with complete discretion.Self-motivated, creative problem solver, with great time management skills.Ability to work in Irvine, CA office 5 days a week.Compensation:The annual U.S. based wage range for this full-time position is $98,000 – 110,000 annually. The base pay actually offered will vary depending on job-related knowledge, skills, location and experience and will take into account internal equity. Other forms of pay may be provided as part of the compensation package, in addition to a full range of health & wellness benefits. For more information regarding Kairos Investment Management Company benefits, please visit
https://kimc.com/careers/ .Kairos Investment Management Company is an Equal Opportunity Employer and, as such, does not discriminate in employment on the basis of an applicant or employee’s race, ethnicity, ancestry, national origin, color, sex, pregnancy (or related medical conditions), childbirth, family status, gender, gender identity or gender expression, age, religion, marital status, sexual orientation, disability, medical condition, military or veteran status, reproductive health decision making, or any other protected classification or characteristic under applicable federal, state or local law. Kairos will not discriminate against an applicant or employee who has one or more protected classifications, is perceived or regarded as having one or more protected classifications, or is associated with someone who has one or more protected classifications.Kairos Investment Management Company will also provide reasonable accommodations to applicants and employees who may need such accommodations in connection with employment with Kairos on the basis of their disability, religion, status as a victim of domestic violence or pregnancy. An applicant who needs an accommodation in order to pursue employment with Kairos should contact Human Resources at
HR@KIMC.com
to request such accommodations. Kairos will engage in a good faith interactive process with the applicant to explore accommodations that will be effective, reasonable and not create an undue hardship.
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:Serve as a point of contact for investor, advisor, and custodian inquiries regarding their current investments and related reports and statements.Maintain and develop relationships with existing private and institutional investors, and back-office personnel of custodians.Assist with review and organization of subscription documentation and investor forms.Manage CRM and Investor Portal, including client onboarding and account management.Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures.Assist with the content preparation and vision execution of marketing materials, including PowerPoint presentations.Complete Due Diligence Questionnaires (DDQ) for existing investors and update and maintain marketing materials, including PowerPoint presentations and other documents.Work with internal and external compliance teams to ensure investor communication is compliant.Assist in event coordination including event planning and management, initial outreach, follow-up, coordinating schedules.Other duties and projects as required.Qualifications & Competencies:2-4 years of relevant experience at an investment management, asset management, wealth management, investment consulting, or financial services firm.Commercial real estate background required.Juniper Square experience a plus.Holds current FINRA Series 7 and 63 licenses and/or willing to obtain within 120 days of employment.Must be adaptable, committed, and team-oriented, with flexibility to work longer hours at times.Ability to work well under pressure and respond to shifting priorities.Excellent judgment and the ability to handle confidential information with complete discretion.Self-motivated, creative problem solver, with great time management skills.Ability to work in Irvine, CA office 5 days a week.Compensation:The annual U.S. based wage range for this full-time position is $98,000 – 110,000 annually. The base pay actually offered will vary depending on job-related knowledge, skills, location and experience and will take into account internal equity. Other forms of pay may be provided as part of the compensation package, in addition to a full range of health & wellness benefits. For more information regarding Kairos Investment Management Company benefits, please visit
https://kimc.com/careers/ .Kairos Investment Management Company is an Equal Opportunity Employer and, as such, does not discriminate in employment on the basis of an applicant or employee’s race, ethnicity, ancestry, national origin, color, sex, pregnancy (or related medical conditions), childbirth, family status, gender, gender identity or gender expression, age, religion, marital status, sexual orientation, disability, medical condition, military or veteran status, reproductive health decision making, or any other protected classification or characteristic under applicable federal, state or local law. Kairos will not discriminate against an applicant or employee who has one or more protected classifications, is perceived or regarded as having one or more protected classifications, or is associated with someone who has one or more protected classifications.Kairos Investment Management Company will also provide reasonable accommodations to applicants and employees who may need such accommodations in connection with employment with Kairos on the basis of their disability, religion, status as a victim of domestic violence or pregnancy. An applicant who needs an accommodation in order to pursue employment with Kairos should contact Human Resources at
HR@KIMC.com
to request such accommodations. Kairos will engage in a good faith interactive process with the applicant to explore accommodations that will be effective, reasonable and not create an undue hardship.
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