Investor Relations Associate tags.new

About Faropoint:

Meaningful Relationships. Ownership. Curiosity. Tenacity.

These are the four pillars that have made our group among the fastest-growing industrial real estate private equity companies, and one of the 50 largest owners in the U.S.

About the Role:

As a dynamic and proactive Investor Services Associate, you play a crucial role in enhancing investors’ experience by providing premium service and ensuring alignment with the company culture.

The ideal candidate will possess excellent communication skills and a deep understanding of investment structures, processes, and monitoring. You are highly organized and passionate about structured processes, with a strong desire to scale performance through effective systems and mechanisms. You take ownership of your work and hold yourself accountable for results, working closely with various departments to ensure seamless coordination and alignment of goals.

Responsibilities:

1. Services:

Provide ongoing service to investors, answer various inquiries related to investment structure, tax matters, reporting, system support, and more.
Engage efficiently with parallel departments such as Finance, Investments, Legal, and Administration to collect the comprehensive and accurate responses to the specific inquiries.
Manage and monitor investors’ inquiries in a responsive manner, according to a defined SLA.
Respond professionally and respectfully to premium investors, including institutions, FO, and HNWI.
Onboarding:
Manage the investor onboarding process efficiently with a premium, service-orientated approach, utilizing our systems to ensure a seamless process.
Collect, verify, and maintain accurate data in the company database.
Manage investors’ onboarding records and assist in a responsive manner, according to a defined SLA.
Work with Fund Admin to process investor's onboarding, KYC & AML.
Collaborate with parallel departments such as Legal, Tax, Finance, and Compliance to support and complete inquiries/questions.
Reporting:
Collaborate with the Product and Finance Teams to collect the periodical required reports.
Distribute reports to investors via portal after carefully reviewing, monitoring, and receiving the required approval.
Execute the distribution process in the most efficient way, with quick turnaround, in accordance with the defined SLA.
Monitor reporting obligation to investors, work collaboratively with key members in the organization to obtain specific reports, and distribute in a timely manner.
Identify opportunities to improve the reporting process.
Data Monitoring and Mechanism:
Monitor Investors’ data per compliance regulation.
Keep all information up to date in accordance with AML, Finance, and reporting standards.
Business Partners (Family Office, etc) Service:
Execute quarterly payments in accordance with preset agreements.
Execute ad hoc payments in accordance with preset commercial agreements.
Ad hoc Projects:
Periodically perform ad hoc projects with administration when required.

About you:

Bachelor’s degree in business management, Economics, Real Estate, or a related field.
High proficiency in English
Proficient in applications including Excel, Powerpoint, Salesforce, and Monday.com.
2+ years of experience in administrative or investors services roles.