What are the responsibilities and job description for the Investment Analyst position at Robert Half?
We are seeking an experienced Investor Relations Associate to join a dynamic and reputable Real Estate Investment firm, located in the Boca Raton, FL. area. This role is a highly visible role with growth possibilities, competitive salary and amazing benefits. This role will allow the Investor Relations Associate to play a key role in the growth and strategy of the organization.If you are seeking an opportunity with a large, stable firm, with leaders who value their employees and provides a positive work environment and culture. this is the role for you!!Duties:· Cultivates client relationships through best-in-class communication with investors and intermediaries, fielding a high volume of calls and emails daily.· Day-to-day client facing engagement and client support and takes ownership of solving issues.· Resolves escalated issues by collaborating with department and team members.· Handles all facets of client account maintenance needs including facilitating requests with capital markets, finance, operations, and legal teams.· Works closely with accounting team to generate and distribute capital call and distribution notices and tracks all investor-facing capital activity events.· Liaise with custodian platform reps onboarding investors, maintaining accounts, capital calls and reporting· Facilitates investor onboarding including the investor verification process.· Administers and facilitate signing of legal documentation for stakeholders, including fund partnership agreements, amendments, transfers, and consents.· Utilization and data management of the CRM and investor portal, system testing, auditing, and document uploads.· Adheres to compliance and operational processes and procedures with the utmost integrity.· Assists with ad hoc fund-related projects and analyses.· Maintains strong working relationships with clients and internal business groups.· Ensures all work is on-time, detailed, accurate and 'audit-ready'.· Follows established processes and procedures, to continuously improve accuracy, reduce redundancy, and mitigate risk.
Salary : $90,000 - $115,000
