Investor Relations Specialist

The Investor Relations Specialist is a critical link to servicing high net worth accredited investors, financial advisors and broker-dealers on private placement real estate offerings.  This position is primarily responsible for responding to inbound telephone and e-mail inquiries regarding over 150 real estate investment funds.

CORE RESPONSIBILITIES:

• Answers incoming telephone calls relating to a fund and/or property’s performance which may require research and follow-up.
• Monitors and responds to e-mail inquiries relating to a fund and/or property’s performance which may require research and follow-up.
• Conducts research and/or escalates high profile or difficult questions.
• Collaborates with multiple departments regarding the status of investment funds/properties.
• Coordinates and assists investors with paperwork regarding a sale or refinance; manages follow-up on outstanding paperwork.
• Coordinates investor webinars.
• Demonstrates highest standards of personal and professional integrity, adheres to company’s policies and procedures, and complies with applicable laws, government rules and regulations.
• Other duties as assigned. 

QUALIFICATIONS:

Education:

• This position prefers a Bachelor’s degree (B.A.) in Business from a four-year college or university or equivalent professional knowledge and/or work experience.

Experience:

• This position requires over 2 years and up to 5 years of prior professional customer service/client service experience, preferably in a real estate, finance or investment industries environment.
• Conflict resolution experience is preferred.

Skills:

• Excellent verbal and written communication skills are required for this position, as well as the ability to interact with all levels of the organization.
• Ability to work in a fast-paced environment and handle multiple tasks simultaneously.
• Ability to work both with a team and independently with minimal supervision.
• Intermediate skills in Microsoft Outlook, Word, Excel, and PowerPoint are required for this position.
• Experience with CRM software is required.
• Keyboarding skills are required for this position.

We are a drug-free workplace. Pre-employment background checks and drug screening is performed on all new hires, in accordance with applicable laws and regulations.  

We are an Equal Opportunity Employer. We consider applicants for all positions without regard to race, color, religion, sex, national origin, age, sexual orientation, familial, marital or veteran status, disability, or any other legally protected classes. 

 We are an E-Verify employer. Please click the following link to learn more.