VP of Investor Reporting & Client Services for a Leading Real Estate Investment and Operating Firm
Treehouse Partners
- Los Angeles, CA
- $175,000-200,000 per year
- Permanent
- Full-time
- Work closely with acquisitions, legal, asset management, accounting, and finance teams to convey investment performance and proposed strategies to existing high net worth investors
- Act as primary investor relations contact for existing relationships in the US and Europe
- Oversee a Investor Reporting Associate and IR Analyst’s performance, including the creation of investor relations materials and high net worth investor queries and capital raises
- Liaise with external vendors as well as internal teams to utilize the company’s external CRM database as the primary system for investor communications and data
- Oversee updates and maintenance to the CRM database in a timely manner
- Brainstorm, refine, and implement standard operating procedures to improve content and quality of quarterly reports and overall investor communications
- Work closely with the Chief Compliance Officer, ensuring all IR materials are compliant with regulatory and legal requirements
- Alongside the finance team, ensure consistent and accurate metrics for investment and fund-level investor materials
- Oversee current database of investor FAQs, to be leveraged in response to investor inquiries
- Keep track of high net worth fundraising investor interest, overseeing content and materials from due diligence to executed closing
- Serve as right hand to the Head of Investor Relations in creating a positive image and brand awareness for the firm via the company’s website and social media channels
- Assist in the preparation of information for company press releasesQualifications:
- Bachelor’s degree, required
- 7-10+ years of experience in an investor relations or reporting role, with at least 3-4 years in the private equity real estate industry
- Client-facing experience, strongly preferred – experience in such a role with high net worth investors, a big plus
- Experience overseeing junior team members
- Demonstrated track record of success in juggling multiple projects in a fast-paced environment
- Excellent work ethic, with strong attention to detail and sound judgement
- Advanced MS Office proficiency, especially in Excel
- Best-in-class written and verbal communication skills
- Strong quantitative and analytical chops