Investor Relations Associate

Endeavor Agency; Irvine (CA); On-site; USD 60,000 - 100,000; Full time

Job summary

An established industry player is seeking a proactive Investor Relations Associate to support its dynamic Investor Relations Team. This role offers a unique opportunity to engage with clients and collaborate with various internal teams while managing essential investor communications and marketing materials. The ideal candidate will possess a strong work ethic, excellent judgment, and the ability to thrive in a fast-paced environment. If you're a self-motivated individual with experience in investor relations and a passion for commercial real estate, this full-time position in Irvine, CA, could be your next career move. Join a growing firm and make a significant impact in the world of real estate investment.

Qualifications

• 2-4 years of experience in investor relations, with commercial real estate experience required.
• Ability to work well under pressure and respond to shifting priorities.

Responsibilities

• Manage CRM and Investor Portal, including client onboarding and account management.
• Assist with content preparation and execution of marketing materials.

Skills

Investor Relations

Time Management

Problem Solving

Confidentiality Management

Education

Bachelor’s degree in business, finance, or related field

Tools

Juniper Square

CRM Software

PowerPoint

Job description

Endeavor (www.endeavorCRE.com) is a commercial real estate and PropTech talent agency providing high touch recruitment services throughout major US cities. Endeavor has partnered with a well-capitalized, growing commercial real estate private equity firm with a national portfolio of commercial and multifamily assets.

The Investor Relations Associate will play an active role in supporting the Investor Relations Team. This role requires a smart, organized individual with a strong work ethic, ability to multi-task, and willingness to learn. There will be a client-facing component to this role once the Associate has proven their ability to take ownership of the following responsibilities. This role will report to the Vice President of Investor Relations.

Job Responsibilities:

• Manage CRM and Investor Portal, including client onboarding and account management.
• Create and collaborate with accounting and investment teams to distribute capital account statements, capital calls, distribution notices, tax documents, quarterly reports, and annual disclosures.
• Assist with the content preparation and vision execution of marketing materials, including PowerPoint presentations.
• 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 to ensure investor communication is compliant.
• Assist in event coordination including event planning and management, initial outreach, follow-up, and coordinating schedules.

Qualifications & Competencies:

• Bachelor’s degree in business, finance, or related field.
• 2-4 years of experience in investor relations. Commercial real estate experience required.
• Juniper Square experience a plus.
• Holds current FINRA Series 7 and 63 licenses and/or willing to obtain within 120 days of employment.
• Ability to work well under pressure and respond to shifting priorities.
• Excellent judgment and the ability to handle confidential information with complete discretion.
• Self-motivated, creative problem solver, with great time management skills.
• Ability to work in Irvine, CA office 5 days a week.

Seniority Level:

Associate

Employment Type:

Full-time

Job Function:

Finance, General Business, and Other