Investor Relations Reporting Analyst - Dallas - Keller Augusta

    Keller Augusta
    Keller Augusta Dallas

    5 hours ago

    Real Estate
    Description

    Position Overview:

    The IR Reporting Analyst will support Prescott Group's investor relations and reporting functions, focusing on compiling, analyzing, and presenting financial and operational data for investors. This individual will play a key role in ensuring the accuracy, clarity, and timeliness of investor communications, reports, and performance metrics, serving as a bridge between accounting, asset management, and leadership teams.

    Responsibilities:

    • Prepare and distribute quarterly and annual investor reports, including financial statements, performance metrics, and portfolio updates.
    • Collaborate with accounting, asset management, and acquisitions teams to ensure data integrity and consistency across reports.
    • Maintain and update investor data within internal databases and CRM systems.
    • Assist in the preparation of presentations and investor communications for meetings, webinars, and marketing initiatives.
    • Respond to investor inquiries by providing accurate and timely information, ensuring a high level of professionalism and responsiveness.
    • Monitor key performance indicators across portfolios and assist in preparing ad hoc analyses for management and investors.
    • Support the standardization and automation of reporting processes to improve efficiency and reduce errors.
    • Ensure compliance with internal controls, policies, and relevant reporting standards.
    • Assist in preparing due diligence materials for new fund offerings, capital raises, and investor onboarding.

    Qualifications:

    • Bachelor's degree in Finance, Accounting, Economics, or a related field.
    • 2–5 years of experience in investor relations, financial reporting, fund administration, or private equity real estate.
    • Strong proficiency in Microsoft Excel, PowerPoint, and database management tools; experience with CRM systems (e.g., Juniper Square) a plus.
    • Exceptional attention to detail and strong analytical skills, with the ability to distill complex data into clear, concise insights.
    • Excellent written and verbal communication skills, capable of producing investor-ready materials.
    • Comfort operating in a fast-paced, team-oriented environment with shifting priorities and deadlines.
    • High degree of professionalism and ability to engage effectively with senior leadership and external stakeholders.
    • Experience with automation or data visualization tools preferred (e.g., Power BI, Tableau).

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