The Investor Relations Associate will help manage relationships with investors, maintain the investor relations data base, collect and administer investor documents, assist with creation of and send investor reports, handle investor phone calls, participate in department meetings, and assist with other ad-hoc projects as assigned. They will demonstrate strong communication skills, attention to detail, organization, and the ability to manage multiple tasks under tight deadlines.
• Assist with subscription processing
o Send offering documents as requested
o Maintain Interest List
o Track investor processing pipeline
o Verify investor deposit dates with bank records
• Report Investor processing activity and capital raise progress for each active offering
• Develop & report workflow
o Daily/weekly schedule to complete daily workflow
o Action items/meet with team to coordinate
• Maintain Juniper Square
o Adding contacts/prospects
o Managing email lists
o Upload investor documents
o Investor troubleshooting
• Develop and implement audits
o Juniper Square (JS)
o Subscription Agreement (SA)
o Membership Schedule (MS)
• Assist Investor Relations & Operations team with ad hoc requests
• Assist with Quarterly Reporting
o Gather data for the reports
o Assist with maintaining overall schedule
o Assist with setting up webinars
o Assist with setting up notifications to execs
o Report to Senior IR
• Experience in real estate.
• Medium to advanced Excel knowledge
• Medium to advanced Power point
• Medium to advanced Adobe Pro
Strong customer service, problem-solving and collaboration skills.
Exceptional interpersonal, communication, organizational, presentation and follow-up skills.
Bachelor’s degree in a relevant field; finance, economics, communications, business administration or equivalent years of experience.
Competitive compensation with annual incentive potential
Comprehensive benefit package: Medical, Vision, Gap, Dental and a selection of ancillary choices
Flexible Spending Account Options
Life Insurance, Long Term Disability and HealthiestYou - *100% employer paid for employee*
401(k) Retirement Savings Plan
10 Vacation days, 10 Paid Holidays, Sick Days
Company gives stipend for Gym Membership
Individual and Leadership Development
About Virtua Partners:
Virtua Partners is a global real estate services and private equity firm. We sponsor a variety of investment funds and commercial real estate projects across the United States. We are comprised of (9) nine operating subsidiaries; each has a specialized focus in the real estate services space. We focus on key areas such as land entitlement, development, acquisition, debt restructuring, structured finance, property management, hotel management, asset management, capital raising and fund management.
At Virtua Partners, we foster a highly competitive environment where personal growth, mutual respect, a consistent feedback loop and flawless execution are the cornerstones of our culture.