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Investor Relations Administrator

Investor Relations Administrator

CompanyMG Properties
LocationSan Diego, CA, USA
Salary$24 – $29
TypeFull-Time
DegreesBachelor’s
Experience LevelMid Level

Requirements

  • A minimum of 2-4 years of experience in an office administrative environment.
  • College degree or equivalent work experience is preferred.
  • Previous experience with the Yardi, Adobe, and/or DocuSign a plus.
  • Excellent interpersonal skills, oral and written communication skills, and a resourceful team player.
  • Excellent computer skills with an intermediate/expert level knowledge of Excel and advanced working knowledge of Word, and Outlook.
  • Detail oriented and self-motivated.
  • Strong time management and prioritization skills.
  • Ability to manage the stress of meeting strict transaction deadlines while handling multiple tasks/projects.
  • Ability to maintain confidentiality with investors and sensitive information.
  • Attention to detail when reviewing paperwork.

Responsibilities

  • Communicate (email and over the phone) with investors in a professional and timely manner.
  • Assist with investor requests (e.g., assignments, tax forms, IRA valuations, etc.).
  • Assist with various investor-related tasks and events (e.g., annual partner meeting).
  • Maintain CRM database and update investor information (e.g., address changes, direct deposit, etc.).
  • Act as a backup to the Investor Relations team and assist in training other team members.
  • Support equity raises, sales, and refinances by sending, reviewing, and tracking a large volume of forms via Excel, email, DocuSign, or other software.
  • Review documents for completeness and accuracy and follow up with investors as necessary.
  • Draft documents and agreements from templates.
  • Responsible for physical mailings to be sent prior to designated deadlines.
  • Work with the investor CRM and portal to upload a significant volume of documents.
  • Responsible for uploading tax forms.
  • Research and respond to investor inquiries regarding reporting.
  • Responsible for various tracking of information for IR, tax, and accounting purposes.

Preferred Qualifications

  • Previous experience with the Yardi, Adobe, and/or DocuSign a plus.