Offer summary

Qualifications:

Strong organizational skills and attention to detail are essential., Proficiency in Microsoft Excel, Word, and PowerPoint is required., Excellent customer service and communication skills are necessary for investor interactions., Experience in marketing or public relations, as well as design skills, are beneficial but not mandatory..

Key responsibilities:

Manage and track communications with investors via email and phone calls.

Assist in scheduling investor meetings and maintaining the firm's marketing content.

Prepare custom investor reports and develop investor-facing materials such as presentations and updates.

Support the investor relations team with administrative tasks and optimize departmental processes.

Job description

This is a remote position.

Schedule: Monday to Friday from 8 AM to 4:30 PM Pacific time with 30 mins unpaid break; 40 hours per week

Responsibilities

Assist with receiving and keeping track of emails and phone calls from investors. Assist with scheduling of investor calls and meetings.
Assist with upkeeping the firm’s website and marketing content.
Collaborate closely with the Tax, Accounting, and Legal departments on investor relations items that involve either department.
Preparation and assistance of custom investor reporting including investment summaries, reporting summaries, property summaries, etc.
Ability to take financial data from excel models or other sources and present the information clearly and effectively into presentation format.
Develop and design investor-facing materials, including pitch decks, whitepapers, quarterly updates, investor letters, and presentations.
Assist with weekly/monthly/quarterly investor reporting for institutional and non-institutional partners including gathering and aggregating existing reports from various departments and individuals. The individual in this role will need to read the reporting requirements outlined in certain partnership agreements to ensure deadlines and content are met.
This role will be tasked with supporting the team during their quarterly distribution to investors – tracking deadlines, managing checklists, and assisting with all admin processes that need to be completed.
Coordinate and produce content for investor webinars, meetings, and events, including post event follow-up materials.
Assist with all investor outreach communications – sending updates, specific requests, and general clerical inquiries.
Assist the IR team with tracking and disseminating incoming tax documents to be distributed to their network of investors.
Help the team optimize processes and organization across the department. • Support in compiling and summarizing market research/data.
Assist with administrative duties for the investor relations department and the broader acquisitions and capital markets teams.
Assist with any special tasks, projects and follow-ups that may come up.

Requirements

Extreme organizational skills are a must.
MUST HAVE A WINDOWS OS COMPUTER
Excellent customer service skills are required for this role to contribute to the white glove service provided to investors.
Strong attention to detail.
Takes direction and executes with high level of accuracy.
Strong proficiency working with Microsoft Excel, Word and PowerPoint.
Experience with reporting is helpful but not required.
Experience in marketing and/or public relations is helpful but not required.
Strong writing, editing, and design skills with experience producing marketing collateral.
Ability to work independently and collaboratively in a fast-paced, deadline-driven environment.
Proficiency in Adobe Creative Suite, and other relevant design or CRM tools is beneficial, but not a requirement. Familiarity with Yardi and Juniper Square is helpful but not required.