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Investor Relations Analyst

Havenpark CommunitiesOrem, UT
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Job Description

As an Investor Relations Analyst, you will play a key role in delivering an exceptional experience to our investors. We are looking for a highly motivated and detail-oriented professional to join our team. In this role, you will manage investor communications, prepare presentations, analyze financial data, and help plan our annual investor event.

You will also support key financial operations, including calculating investor distributions and capital calls, maintaining fund-level waterfalls, and generating related statements. Additionally, you’ll assist with treasury functions such as navigating banking platforms, initiating transfers, and processing wires and ACH payments.

The ideal candidate has several years of experience in a similar role, strong written and verbal communication skills, and a solid understanding of real estate and fund structures. This is a dynamic position with exposure to multiple departments across the company, including direct interaction with the executive team.

Responsibilities

  • Investor Communication 
  • Create and update presentations, including annual portfolio reviews, quarterly newsletters, and property books 
  • Create, compile, and institutionalize quarterly reporting materials 
  • Serve as a point of contact for investor questions and concerns 
  • Assist with the organization of investor events, including the annual investor day 
  • Compile and provide documentation for ad hoc investor requests 
  • Assist with capital raise efforts 
  • Provide updates regarding fund outlook and investment strategy 
  • Analyze and assess various forms of data and translate it into a simple and clear narrative 
  • Seek opportunities to improve investor reporting 
  • Maintain Fund Documents/Records (OA/SAs, tax docs, etc.), Communications, and Ensure Compliance 
  • Maintain organized and complete repositories for all investor and fund documents (operating agreements, subscription agreements, tax documents, side-letter agreements, distribution statements, etc.) 
  • understand standard tax documents (K-1s) and provide adequate explanations to investors 
  • Support efforts for compliance and regulatory matters 
  • Conduct annual audits on the investor CRM system to ensure compliance and accuracy of documentation 
  • Maintain investor CRM system, ensuring data integrity and up-to-date records across all funds and investor entities 
  • Waterfalls, Distributions, Capital Calls, and Treasury Support 
  • Assist in calculating and reviewing investor distributions and capital calls  
  • Maintain and update fund-level waterfall models  
  • Create and distribute investor capital call and distribution statements  
  • Support Treasury operations, including navigating banking and Treasury platforms, initiating wires, ACHs, and transfers 
  • TeamSupport and Leadership  
  • Cultivate and maintain relationships within your team and with key cross-functional departments within the company 
  • Consistently execute Havenpark’s standard operating procedures and policies to achieve full operational excellence 
  • Demonstrate Havenpark’s core values through interactions with coworkers, lenders, and other 3rd parties 
  • Communicate with team members at all levels (i.e., field staff, home office staff, senior management, etc.) regularly to align company priorities and goals 

Qualifications

  • Education 
  • Minimum bachelor’s degree in a related field.(Finance, Accounting, Business Management) 
  • Experience 
  • 1-3 years of experience in a similar role 
  • Physical Demands 
  • You can spend long hours sitting while using office equipment, such as computers. This position will also require walking within the office and occasional travel 
  • Skills & Additional Requirements 
  • Outstanding communication skills in the presence of C-Suite personnel and investors 
  • Thorough understanding of fund structures, returns, and related concepts 
  • Excellent writing skills 
  • Ability to design visually appealing documents and presentations. 
  • Experience with investment platforms (i.e., IMS, Juniper Square, etc.) 
  • Experience with banking platforms (i.e., JPMorgan, Chase, Wells Fargo, etc.) 
  • Excellent project management experience, juggling multiple priorities and managing people with diverse areas of expertise, including senior-level management 
  • Highly organized, self-starter who can execute responsibilities with minimal oversight 
  • Excellent problem-solving, quantitative, and writing skills 
  • Skilled in Excel, Word, PowerPoint, and Outlook