Investor Relations Analyst

Key Responsibilities:

Investor Relations & Support Services

• Serve as a point of contact for investors and potential investors addressing inquiries and guiding them on their investments.
• Manage and maintain the investor database/Customer Relationship Management (CRM) systems including AppFolio and IMS.
• Respond to investor requests regarding property performance distribution history legal documentation banking details and valuations.
• Assist with the onboarding process for new investors ensuring all records are accurate and uptodate.
• Provide potential investors with company insights including philosophy track record and available investment opportunities.

• Investor Relations & Support Services:

  Track key performance indicators related to investor engagement onboarding efficiency CRM data quality and distribution accuracy. Assist in compiling internal performance dashboards to help the team monitor investor communications document compliance and report delivery timelines

Administrative & Accounting Support:

• Collaborate with the accounting team to prepare investor distributions and relevant documentation.
• Verify the accuracy of investor transactions and ensure compliance with internal controls.
• Maintain accurate records of investor contributions distributions and agreements.
• Assist in internal reporting by collecting analyzing and organizing financial data.
• Complete general administrative tasks to support the Investor Relations team as needed.

Core Competencies:

To perform the job successfully an individual should demonstrate the following competencies:

• Analytical: Collects and researches data.
• Problem Solving: Identifies and resolves problems in a timely manner; Gathers and analyzes information skillfully.
• Written Communication: Writes clearly and informatively; edits work for spelling and grammar; varies writing style to meet needs; presents numerical data effectively; is able to read and interpret written information.
• Organizational Support: Follows policies and procedures; completes administrative tasks correctly and on time; supports the organizations goals and values.
• Adaptability: Adapts to changes in the work environment; Manages competing demands; Changes approach or method to best fit the situation; Able to deal with frequent change delays or unexpected events.
• Attendance/Punctuality: Is consistently at work and on time; Ensures work responsibilities are covered when absent; Arrives at meetings and appointments on time.

Education

• Undergraduate Business degree or equivalent experience.

Preferred Skills

• 13 years of experience in investor relations finance accounting real estate or a related industry.
• Experience with real estate syndications asset management or financial services is highly desirable.
• Knowledge of private equity capital markets or multifamily investments is a plus.
• CRM & Database Management: Proficient in using investor portals such as AppFolio IMS and HubSpot.
• Strong interpersonal skills with the ability to communicate effectively and professionally with investors.
• Analytical & ProblemSolving: Ability to analyze data identify issues and develop appropriate solutions.
• Excellent written and verbal communication skills including the ability to present financial data clearly.
• Strong attention to detail with the ability to manage multiple projects and meet deadlines.
• Flexible in managing shifting priorities and adjusting to changes in a fastpaced environment.
• Skilled in Microsoft Office Suite particularly Excel and PowerPoint and familiar with financial reporting tools.

Physical Requirements:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

• Ability to work in a standard office environment with flexibility for hybrid work arrangements.
• Frequently required to sit use hands to type and handle documents.
• Occasionally required to stand walk and lift up to 15 pounds.
• Must be able to communicate effectively in person over the phone and via electronic means.

Ability to work extended hours as needed particularly during investor reporting periods or special

Required Experience:

IC