Senior Associate, Investor Relations
Company: LURIN Management Services LLC
Location: Dallas
Posted on: October 3, 2024
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Job Description:
Description:Overview:We are seeking a highly motivated and
detail-oriented Investor Relations Specialist to join our
multifamily investment company. The ideal candidate will play a
crucial role in building and maintaining positive relationships
with our investors, providing transparent and timely communication
regarding investment performance and opportunities, and supporting
the overall growth and success of our real estate investment
endeavors. In addition to traditional investor relations duties of
interacting directly with investors, the candidate will oversee the
management of the investor portal, general investor reporting and
tax reporting distributions.Key Responsibilities: Investor
Relations Management: Build and nurture relationships with
investors, including high-net-worth individuals, family offices and
institutional investors. Act as a trusted advisor to investors,
addressing inquiries, providing guidance, and facilitating
discussions on current investments and future investment
opportunities. Investor Communication: Serve as the primary point
of contact for investors, providing timely and accurate information
regarding investment strategies, performance updates, and market
insights. Develop and implement communication strategies to enhance
investor engagement and satisfaction. Investor Portal Management:
Oversee the investor portal, ensuring that it remains up-to-date
with relevant information, documents, and reports. Coordinate with
internal teams, including finance, legal, and asset management, to
ensure the accuracy and completeness of data and documents
available on the portal. K-1 Distribution: Manage the distribution
of K-1 tax documents to investors in compliance with regulatory
requirements and deadlines. Coordinate with tax advisors and
accounting teams to ensure accurate preparation and timely delivery
of K-1s to investors. Investor Meetings and Presentations: Assist
in the organization of investor meetings, conference calls, and
presentations, including annual meetings, webinars, quarterly
updates, and special events. Prepare presentation materials,
agendas, and talking points to effectively communicate investment
performance and strategic initiatives. Investor Feedback and
Reporting: Gather feedback from investors to assess satisfaction
levels, identify areas for improvement, and address concerns.
Prepare regular reports and analyses on investor relations
activities, investment performance, and investor sentiment for
senior management. Direct Interaction with Investors: Proactively
engage with investors through personalized communication channels,
including phone calls, emails, and in-person meetings. Address
investor inquiries and provide updates on investment activities.
Investor Education, Transparency and Reporting: Develop materials
and resources to help investors understand investment strategies,
financial performance metrics, and tax implications through various
mediums including webinars, presentations and general reporting.
Requirements: Qualifications: Bachelor's degree in finance,
business administration, or related field required; advanced degree
or professional certifications (e.g., CFA, CAIA) preferred. Minimum
of 5-7 years of experience in investor relations, financial
services, or related field, with a focus on real estate or private
equity investments preferred. Excellent communication and
interpersonal skills, with the ability to effectively engage with
investors and build trust-based relationships. Strong understanding
of investment principles, financial markets, and regulatory
requirements governing investor relations and tax reporting.
Detail-oriented with strong organizational skills and the ability
to manage multiple priorities and deadlines effectively.
Proficiency in financial analysis, reporting, and presentation
software (e.g., Microsoft Excel, PowerPoint, CRM systems). Salary:
$100,000-$125,000 annually The expected base salary for this
position ranges from $100,000 to $125,000 annually. The actual base
salary will be determined on an individualized basis taking into
account a wide range of factors including, but not limited to,
relevant skills, experience, education, and, where applicable,
licenses or certifications held. In addition to base salary and a
competitive benefits package, this position may be eligible for
additional types of compensation including discretionary bonuses.
At LURIN, we believe in supporting our team members with a
comprehensive benefits package that promotes health, well-being,
and work-life balance. Here's what you can expect:Medical, Dental,
and Vision Insurance: Comprehensive coverage to keep you and your
family healthy.401(k) Plan: Competitive company match to help you
plan for your future.Paid Time Off (PTO): Enjoy 22 days of PTO
annually to recharge and take care of personal matters.Paid
Holidays: 14 paid holidays throughout the year to celebrate and
relax.Competitive Market Pay: We offer competitive salaries to
ensure that your compensation reflects your skills and
experience.Join us and experience a work environment that values
and invests in its people!PI642eb6616c93-25660-34217464
Keywords: LURIN Management Services LLC, Grand Prairie , Senior Associate, Investor Relations, Accounting, Auditing , Dallas, Texas
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