Talent HQ

Direct Report: Head of Investor Relations

The Investor Relations Senior Associate will provide the Investor Relations team with client services, operations management, and administrative support. This role is highly client services focused, with the primary responsibility of working with high-net-worth individuals, Registered Investment Advisors, and internal stakeholders to ensure an exceptional investor experience. Timely, accurate and professional communications are critical to the success of this role. The ideal candidate has a genuine aptitude to assist and interest in building long-standing relationships.

Responsibilities:

Client Services & Investor Reporting

• Respond to investor communications in a timely and professional manner
• Maintain intimate familiarity of investor preferences, commitments, and relationships
• Actively and proactively contribute to overall enhancement of investor experience
• Manage investor statements and letter review
• Lead raise schedule management
• Investor onboarding and follow up
• Assist in investor portfolio review
• Manage state tax withholding for new investments
• Liaise between accounting, internal stakeholders and external third parties

New Investments

• Review operating and subscription agreements
• Assist in the preparation and review of marketing decks
• Assist in structuring new investments
• Aid primary fundraisers in the follow up of investor prospecting

Investor Portal

• Build and maintain accurate investment reporting and investor profiles
• Run weekly distributions
• Manage portal notifications

Internal Reporting

• Update quarterly marketing book
• Maintain and analyze internal data spreadsheets
• Prepare and facilitate investment transfers
• Assist with year-end tax preparation
• Provide compliance reporting for SEC filings and lenders

Required Experience & Skills:

• Bachelor’s Degree from a four-year college or university required, focus in real estate, business, finance or other relevant subject matter preferred
• Critical thinking and ability to troubleshoot issues creatively
• Familiarity with investor management portals, IMS experience preferred
• Minimum of three years’ experience in client services required
• Proficiency in Microsoft Office, advanced excel skills required
• Excellent organizational, attention to detail and administrative skills
• Exceptional interpersonal skills including comfortability in speaking with HNW investors, written and verbal
• Ability to be prompt and punctual in responses and all assigned tasks
• Ability to adapt to a fast-paced environment and perform with professionalism, accuracy, and integrity

About Poline Search Partners

Poline Search Partners is an international executive search firm specializing in the shopping center industry. We serve property owners, developers, retailers and service providers who are seeking remarkable talent and work to align them with candidates who are eager for new growth opportunities. Since 1979, our team has been connecting companies and candidates with a commitment to integrity and client satisfaction—making us the industry’s most trusted leader in recruitment.

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