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Associate, Investor Relations

Venterra

Richmond Hill

Hybrid

CAD 60,000 - 100,000

Full time

13 days ago

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Job summary

An established industry player is seeking a motivated Associate of Investor Relations to join their dynamic team. This role is pivotal in enhancing investor communication, managing onboarding and inquiries, and ensuring compliance with SEC regulations. The ideal candidate will possess exceptional organizational and communication skills, thriving in a fast-paced environment. This opportunity offers a chance to contribute to a company recognized for its commitment to excellence and employee satisfaction. Join a team where your efforts will directly impact investor relations and the overall success of the organization.

Qualifications

  • 4+ years in finance or investor relations with strong communication skills.
  • Detail-oriented with mastery in Excel and PowerPoint.

Responsibilities

  • Manage investor onboarding and capital calls for a seamless experience.
  • Provide timely investor deliverables and manage data using Dynamo CRM.

Skills

Verbal Communication
Written Communication
Problem Solving
Organizational Skills

Education

Bachelor's Degree in Finance
Bachelor's Degree in Accounting
Bachelor's Degree in Economics

Tools

Microsoft Excel
Microsoft PowerPoint
Dynamo CRM
DocuSign
Adobe Sign

Job description

ROLE: Associate, Investor Relations

REPORTS TO: Manager of Investor Relations

LOCATION:Corporate Office in Richmond Hill / Remote (Hybrid)

COMPANY OVERVIEW

Venterra Realty is a growing developer, owner, and operator of multifamily apartments with approximately 90 mixed-use and multifamily communities across 21 major US cities. Over 42,000 people and more than 18,000 pets call Venterra "home"! We are committed to improving the lives of our residents by delivering an industry-leading customer experience. Through the exceptional commitment and dedication of our approximately 900 team members, we’ve enjoyed tremendous growth and financial success over our 23-year history.
We’re thrilled to be recognized as a leading workplace withnumerous prestigious awardsyear after year! In 2024 alone,Great Place to Work’sannual employee survey led to various workplace recognitions including being named one of the2024 FORTUNE Best Medium Workplaces,ranking #1 in our size category on the2024 Best Workplaces in Real Estatelist, and celebrated as one ofPeople Magazine's 2024 PEOPLE Companies that Care.AnonymousVenterra Glassdoor reviewshave also resulted in our becominga five-timeGlassdoor Best Places to Work winner.
Explore our communities atVenterraLiving.com, and visitVenterra.comto learn more about how we’re out-caring the competition by staying true to our value proposition: “We care more about renter experiences, which drives superior results.”

THE OPPORTUNITY

We are seeking a highly motivated Associate of Investor Relations to join our dynamic team. This individual, reporting to the Manager of Investor Relations, will play a key role in the Investor Relations function, drive effective communication with investors through the onboarding, capital call and investor inquiry processes, and take an active role in the SEC compliance program and investor marketing. The successful candidate will possess strong organizational and communication skills, coupled with the ability to problem solve and think critically. This is a great opportunity for a professional who thrives as a team player in a fast-paced, high growth environment.

KEY JOB RESPONSIBILITIES
  • Manage investor onboarding, capital calls, and ad-hoc inquiries, ensuring a seamless and engaging investor experience
  • Manage investor data using Dynamo CRM
  • Provide regular and ad-hoc investor deliverables in a timely and accurate manner; manage investor deliverables tracker
  • Work closely with Investor Reporting team to ensure smooth quarterly investor reporting and distribution process
  • Assist with updating, tracking, and revamping investor reporting packages and marketing materials
  • Comply with all policies and standards
  • Perform other duties as assigned
CANDIDATE PROFILE
  • Bachelor's Degree in finance, accounting, economics, or relevant field.
  • 4+ years progressive responsibilities within finance, capital markets, or private equity in a customer service or investor relations function.
  • Outstanding verbal and written communication skills.
  • Mastery of Microsoft Excel and PowerPoint.
  • Knowledge of DocuSign/Adobe Sign.
  • Knowledge in Dynamo or other CRM tools an asset.
  • Detail-oriented, highly organized and able to manage multiple priorities, meet deadlines and adjust to changing priorities.

Venterra Realty is an equal opportunity employer. Accessibility accommodations are available on request for candidates taking part in all stages of the selection process.

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