What are the responsibilities and job description for the Analyst, Investor Services position at TA Realty LLC?
Job Type
Full-time
Description
TITLE : Analyst, Investor Services
REPORTS TO : Director, Investor Services
GROUP : Investor Relations
- Respond to consultant and investor inquiries, correspondence, and information and data requests in a timely manner across multiple product lines, coordinating with multiple teams.
- Work directly with senior portfolio management and business development teams to update presentations and other marketing materials for current investor updates and potential investors.
- Coordinate quarterly and annual investor reporting and deliverables for the Firm's products, working across teams.
- Manage the coordination of investor closings into Firm products, including working closely with external legal counsel and third-party administrators (if applicable) to coordinate investor subscription documents and limited partnership agreements.
- Work closely with the Compliance team to ensure marketing materials comply with SEC and other regulatory requirements.
- Track, monitor and respond to questions sent to the Investor Services mailbox; assist with various communications to investors when needed.
- Maintain tracking spreadsheets and ensure deadlines are met.
- Consistently record all key information regarding investor activities in the Firm CRM.
- Various ad-hoc and special projects as requested.
Requirements