Responsibilities Include:
- Prepare custom qualitative and quantitative responses in Word, Excel and PowerPoint for prospective investors performing due diligence
- Complete personalized quarterly reports for specific investors; reporting includes cash flow projections, asset level performance and fund information
- Prepare Annual Investor Meeting presentations
- Creation of fund PPMs and presentations
- Integrate AI tools to enhance processes and final products
- Communicate with numerous people across all departments of the firm (Acquisitions, Asset Management, Capital Markets, Accounting, Legal, etc.)
- Assist with various additional internal and external projects and analyses as needed
Requirements Include:
- Bachelor’s Degree and strong academic record
- 6-10 years of experience in related field (e.g. investor relations, real estate accounting/finance/audit, investment banking)
- Proficient in Microsoft Excel, Word and PowerPoint
- Exceptional attention to detail
- Experience in managing, updating and analyzing large quantities of financial data
- Strong business writing and communication skills
- Highly organized with proven ability to multi-task
- Ability to develop relationships throughout the organization
- Authorization to work in the United States
Expected annual base salary: $150,000 - $185,000.
