Investor Relations Analyst

Lion Real Estate Group, established in 2007 by Jeff Weller and Mory Barak, is a US-based investment firm with a niche focus on acquiring B/C multifamily assets in the Sun Belt states. The co-founders have completed $2.5 billion of real estate transactions and have office locations in Dallas, TX (headquarters), Los Angeles, CA and Nashville, TN.

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Lion Real Estate Group - BENEFITS OFFERED:

• Medical Insurance (77% of employee/dependent premium paid by Lion)
• Dental Insurance (99% of employee premium paid by Lion)
• Vision Insurance (99% of employee premium paid by Lion)
• Voluntary Plans, including Life/AD&D, Accident, Critical Illness, Disability, Hospital Indemnity, and Pet Insurance
• Third-Party Dedicated Benefits Concierge (TouchCare)
• 401(k) Retirement Savings Plan (6% Company Match)
• Paid Time Off Policies:
• Vacation
• Sick Leave
• Bereavement Leave
• Holidays (New Years Day, MLK Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Christmas Day)
• Paid Parental Leave (6-weeks at 100% pay)
• Employee Assistance Program
• Volunteering Program including VTO
• Perks andRewards Program

Investor Relations Analyst - JOB PURPOSE:

Administers and analyzes policies and programs associated with investor relations for the company and provides support to the CEO/Owner and the Director of Investor Relations.

Investor Relations Analyst - ESSENTIAL FUNCTIONS:

• Tracks all investor correspondence (meetings, legal, tax updates)
• Tracks and charts each individual investors’ deals
• Reviews legal documents and distributes to select parties for signature
• Helps to schedule marketing and conference events and provides calendar reminders to the Director and the CEO
• Inputs all investor data into IMS
• Uploads all KYC and legal documents to IMS and assists with tracking archive items from Fund II.
• Assists with populating DDQ’s.
• Runs searches on potential investors from Preqin
• Assists the placement agent with high-volume requests from investors before they fund.
• Assists with preparing side letters, legal review of subscription documents (foreign and domestic).
• Assists with updating all websites such as Pitchbook, PREA, Preqin with Lion updates and cash flows.
• Assists with Investor Relations marketing. Makes edits to multiple decks and presentations for one-off investors. Creates bindings for meetings
• Executes all swag mailings and prep for conferences.
• Creates and distributes holiday cards for investors
• Works closely with accounting to track and update banking information and annual updates for all investors
• Saves/archives above-mentioned documents across company shared drives
• Works with the Investor Reporting Associate to produce IMS reports as needed.
• Maintains regular and consistent attendance according to required work schedule decided by the Company
• Provides exemplary customer service to investors, customers, and guests and represents the Company in a professional manner at all times
  
  

Investor Relations Analyst - REQUIRED SKILLS/ABILITIES:

• Excellent verbal and written communication skills. (English)
• Excellent interpersonal and customer service skills
• Excellent organizational skills and attention to detail
• Excellent time management skills with a proven ability to meet deadlines
• Strong analytical and problem-solving skills
• Team player with excellent leadership skills
• Ability to work independently, prioritize duties, manage time efficiently, and multi-task
• Ability to function well in a high-paced and at times stressful environment
• Ability to maintain sensitive and confidential information
• Advanced proficiency with Microsoft Office Suite, particularly Excel and PowerPoint
• Proficiency with IMS or similar investor database software
  
  

Investor Relations Analyst - EDUCATION AND EXPERIENCE:

• Bachelor’s degree in business, marketing, real estate, or related field of study
• 1-2 years prior work experience in similar or related position
  
  

Base Salary Range: $85,000-$95,000 (negotiable)

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