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Investor Relations Administrator
Company | MG Properties |
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Location | San Diego, CA, USA |
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Salary | $24 – $29 |
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Type | Full-Time |
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Degrees | Bachelor’s |
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Experience Level | Mid Level |
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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.