Investor Relations Associate

Equity Commercial Real Estate Solutions; Columbus (OH); On-site; USD 55,000 - 75,000; Full time

Benefits offered by this job

Full benefits package

Paid Time Off

8 paid Company holidays

Job summary

A commercial real estate firm in Columbus is seeking an Investor Relations Associate to manage the investor lifecycle. The ideal candidate will have a Bachelor’s Degree in finance or accounting, along with 2+ years of experience in real estate investment. Responsibilities include maintaining investor relationships, managing documentation, and delivering investor reports. A comprehensive benefits package is offered, alongside opportunities for professional growth.

Qualifications

• Bachelor’s Degree in relevant field.
• 2+ years in real estate investment or asset management.
• Proficient in financial analysis and Excel.

Responsibilities

• Connect with investors using various communication methods.
• Maintain investor relations lifecycle core processes.
• Facilitate investor committee meetings and document distribution.

Skills

Financial analysis

Investor relationship management

Cold calling

Networking

Microsoft Excel

CRM management

Education

Bachelor’s Degree in accounting, finance or real estate

2+ years of real estate investment, asset management or financing

Tools

YARDI

SharePoint

Job description

Equity ECS is a full service commercial real estate firm. Our comprehensive platform includes development, construction, brokerage, and property management services that are tailored to provide solutions to each client’s needs. As Investor Relations Associate, responsible for the investor lifecycle and experience. Keep current investors informed of investment performance while assisting in the solicitation of additional investments, along with new investors. In this role, you will represent Equity and will do so with a high degree of confidentiality, professionalism, and customer service.

Responsibilities

• Proactively connect with and form relationships with investors through various means including, but not limited to cold calling, industry groups and associations, social media, in-person networking, email, and promotional marketing. Set individual meetings for the Director of Capital Markets with 3-5 new investors each week
• Maintain investor relations lifecycle core processes and ensure they are followed by all.
• Maintain Yardi Investor Manager module for investor portal and reporting. Maintain and update investor CRM.
• Facilitate distribution of investor documents as needed. Coordinate investor committee meetings. Execute investor capital calls.
• Deliver investor reports in alignment with the asset operating agreement.
• Create and communicate Fund level reports, as needed
• Assist with the distribution process. Communicate distribution information to investors.
• Assist with onboarding acquisitions and development assets related to investor documentation and capital calls.
• Coordinate and maintain investor documentation. Lead documentation management with assistance from internal team. Assist with lender requirements of investor documentation. Assist with annual distribution of K-1s to investors.

Education & Certifications

• Bachelor’s Degree in accounting, finance or real Estate
• 2+ years of real estate investment, asset management or financing
• Proven ability to perform financial analysis
• Proficient with Microsoft Office Suites, skilled level using Excel
• YARDI and SharePoint experience, preferred

What’s In It For YOU

The confidence that comes in working for a well-established, privately held national company.

A work environment that allows and encourages individuals to use their skills and talents to advance in their role and profession.

A full benefits package with costs that don’t break the bank.

Paid Time Off in addition to 8 paid Company holidays.

…And a lot more that we are excited to share with you

Seniority level

Associate

Employment type

Full-time

Job function

Finance, Customer Service, and Analyst

Equity | ECS is an EQUAL OPPORTUNITY EMPLOYER