Professional Equity Management

Compensation

Full Description

The Investor Relations Specialist position requires coordination with various teams within the company as well as investors to ensure the seamless execution of strategic initiatives. The role is cross-functional and demands exceptional communication and organizational skills. • Investor Relations and Fund Management: • Maintain regular communication with existing and potential investors to ensure engagement and satisfaction. • Prepare and deliver updates (both written and verbal) to investors, ensuring clarity and consistency in messaging. • Assist in managing investor satisfaction, addressing inquiries and concerns promptly and effectively. • Business Development: • Nurture existing relationships to enhance the firm’s investor network. • Work closely with the CEO and In-House Counsel to support business development initiatives. • Event Coordination: • Schedule and coordinate investor events, ensuring all logistics are handled effectively. • Prepare conference materials for meetings and presentations, ensuring all content is relevant and professionally presented. • Administrative Support: • Provide administrative assistance to the CEO and In-House Counsel, managing schedules and tasks as needed. • Maintain the company’s CRM, ensuring accuracy and up-to-date information regarding investor relations. • Reporting and Documentation: • Facilitate the collection of investment information to support the preparation of quarterly and yearly reports for shareholders. • Manage communications with IRA Custodians regarding investor-related inquiries and documentation. • Legal and Compliance Support: • Work with In-House Counsel on any investor, syndication, and fund-related activities, including document preparation and setup. • Assist with the management of the investor email lists, ensuring accuracy and compliance with regulations. • Portal Management: • Assist with the investor PEM Portal in Yardi, ensuring information is accurate and accessible to stakeholders. • Additional Duties: • Perform other related duties as assigned. • Driving continuous improvement through enhanced standardization of processes and practices.