Position: Investor Relations Analyst
Location: Irvine - Onsite (closer to OC airport)
Industry: Real estate investment
Salary: 98k-110k base + strong bonus target and comprehensive benefit plan
Job Summary:
Real Estate Investment Management Company is seeking an Investor Relations Analyst.
Job Responsibilities:
- Be liaison for investors, advisors, and inquiries regarding investments and reporting.
- Manage Investor Portal, including client onboarding and account management.
- Assist with review and organization of subscription documentation and investor forms.
- Work with external institutional investors, and back-office personnel of custodians.
- Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports and annual disclosures.
- 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.
- Assist in event coordination including event planning and management, initial outreach, follow-up, coordinating schedules.
Qualifications & Competencies:
- Bachelor's degree required.
- 2-4 years of relevant experience at an investment management, asset management, wealth management, investment consulting, or financial services firm.
- Holds current FINRA Series 7 and 63 licenses and/or willing to obtain within 120 days of employment.
- Mix of Multi-family & Commercial real estate background ideal.
- Ability to work well at fast pace and respond to shifting priorities.
- Excellent judgment and the ability to handle confidential information.
If you meet these requirements, please apply and/or contact Thomas Trout.
Vaco values a diverse workplace and strongly encourages women, people of color, LGBTQ+ individuals, people with disabilities, members of ethnic minorities, foreign-born residents, and veterans to apply.
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