Jobs
>
Dallas

    Senior Associate, Investor Relations - Dallas, United States - LURIN Management Services LLC

    LURIN Management Services LLC
    LURIN Management Services LLC Dallas, United States

    3 weeks ago

    Default job background
    Description

    Job Type

    Full-time

    Description

    Overview:

    We are seeking a highly motivated and detail-oriented Investor Relations Specialist to join our multifamily investment company. The ideal candidate will play a crucial role in building and maintaining positive relationships with our investors, providing transparent and timely communication regarding investment performance and opportunities, and supporting the overall growth and success of our real estate investment endeavors. In addition to traditional investor relations duties of interacting directly with investors, the candidate will oversee the management of the investor portal, general investor reporting and tax reporting distributions.

    Key Responsibilities:

    • Investor Relations Management: Build and nurture relationships with investors, including high-net-worth individuals, family offices and institutional investors. Act as a trusted advisor to investors, addressing inquiries, providing guidance, and facilitating discussions on current investments and future investment opportunities.
    • Investor Communication: Serve as the primary point of contact for investors, providing timely and accurate information regarding investment strategies, performance updates, and market insights. Develop and implement communication strategies to enhance investor engagement and satisfaction.
    • Investor Portal Management: Oversee the investor portal, ensuring that it remains up-to-date with relevant information, documents, and reports. Coordinate with internal teams, including finance, legal, and asset management, to ensure the accuracy and completeness of data and documents available on the portal.
    • K-1 Distribution: Manage the distribution of K-1 tax documents to investors in compliance with regulatory requirements and deadlines. Coordinate with tax advisors and accounting teams to ensure accurate preparation and timely delivery of K-1s to investors.
    • Investor Meetings and Presentations: Assist in the organization of investor meetings, conference calls, and presentations, including annual meetings, webinars, quarterly updates, and special events. Prepare presentation materials, agendas, and talking points to effectively communicate investment performance and strategic initiatives.
    • Investor Feedback and Reporting: Gather feedback from investors to assess satisfaction levels, identify areas for improvement, and address concerns. Prepare regular reports and analyses on investor relations activities, investment performance, and investor sentiment for senior management.
    • Direct Interaction with Investors: Proactively engage with investors through personalized communication channels, including phone calls, emails, and in-person meetings. Address investor inquiries and provide updates on investment activities.
    • Investor Education, Transparency and Reporting: Develop materials and resources to help investors understand investment strategies, financial performance metrics, and tax implications through various mediums including webinars, presentations and general reporting.
    Qualifications:
    • Bachelor's degree in finance, business administration, or related field required; advanced degree or professional certifications (e.g., CFA, CAIA) preferred.
    • Minimum of 5-7 years of experience in investor relations, financial services, or related field, with a focus on real estate or private equity investments preferred.
    • Excellent communication and interpersonal skills, with the ability to effectively engage with investors and build trust-based relationships.
    • Strong understanding of investment principles, financial markets, and regulatory requirements governing investor relations and tax reporting.
    • Detail-oriented with strong organizational skills and the ability to manage multiple priorities and deadlines effectively.
    • Proficiency in financial analysis, reporting, and presentation software (e.g., Microsoft Excel, PowerPoint, CRM systems).
  • VWH Capital Management, LP

    Head of Investor Relations

    3 days ago

    VWH Capital Management, LP Dallas, United States

    Head of Business Development/Investor Relations Full-timeRecruiters: Please do not contact individuals. Please review our position on LinkedIn for further instructions.VWH Capital Management, LP (VWH) is an SEC-registered investment advisor and private equity firm with multi-bill ...

  • D.I. Management, LLC

    Investor Relations Associate

    2 weeks ago

    D.I. Management, LLC Dallas, United States

    Job Description · Job DescriptionThe Investor Relations Associate will work directly with the CIO on capital activities, business development, fundraising, investor relations, and other growth initiatives. The role will be based Dallas with periodic travel to other Dalfen offices ...

  • LURIN Management Services LLC

    Senior Associate, Investor Relations

    5 days ago

    LURIN Management Services LLC Dallas, United States

    :Overview: · We are seeking a highly motivated and detail-oriented Investor Relations Specialist to join our multifamily investment company. The ideal candidate will play a crucial role in building and maintaining positive relationships with our investors, providing transparent a ...

  • Lurin Management Services LLC

    Senior Associate, Investor Relations

    4 days ago

    Lurin Management Services LLC Dallas, United States

    Job Description · Job DescriptionDescription:Overview: · We are seeking a highly motivated and detail-oriented Investor Relations Specialist to join our multifamily investment company. The ideal candidate will play a crucial role in building and maintaining positive relationships ...

  • Investment Management Partners

    Investor Relations Specialist

    4 weeks ago

    Investment Management Partners Dallas, United States

    My Client is a distinguished private equity investment group headquartered in Dallas, specializing in acquiring non-operated working interests in long-life producing oil and gas properties. Their approach prioritizes long-term value creation through disciplined, fundamentals-base ...

  • Selby Jennings

    Vice President of Investor Relations

    3 weeks ago

    Selby Jennings Dallas, United States

    Director of Capital Formation · A leading real estate debt/equity investment firm is seeking a Vice President of Investor Relations to join their Team. As a pivotal player in the industry, our firm specializes in identifying, acquiring, and managing high-potential properties, del ...

  • Entrada Partners

    Managing Director, Investor Relations

    1 week ago

    Entrada Partners Dallas, United States

    Entrada Partners is a real estate private equity firm focused on value-add multifamily, industrial, and flex investments in large MSAs across the Western US. The firm is headquartered in Dallas and has regional offices in Los Angeles and San Antonio. Entrada's mission is to gener ...

  • Nada Inc.

    Investor Relations Manager

    2 weeks ago

    Nada Inc. Dallas, United States

    Role Summary · The Investor Relations [Manager] role is critical for the Nada team, as you will be an expert in and advocate of our unique real estate investment products. In this role, you will engage directly with our online real estate investors we source through digital marke ...

  • nada

    Investor Relations Manager

    2 weeks ago

    nada Dallas, United States

    Role Summary · The Investor Relations [Manager] role is critical for the Nada team, as you will be an expert in and advocate of our unique real estate investment products. In this role, you will engage directly with our online real estate investors we source through digital mark ...

  • Entrada Partners

    Managing Director, Investor Relations

    3 weeks ago

    Entrada Partners Dallas, United States

    Entrada Partners is a real estate private equity firm focused on value-add multifamily, industrial, and flex investments in large MSAs across the Western US. The firm is headquartered in Dallas and has regional offices in Los Angeles and San Antonio. Entrada's mission is to gener ...

  • Spencer Ogden

    Investor Relations Manager

    3 weeks ago

    Spencer Ogden Dallas, United States

    Our client seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making. · They were founded in ...

  • Entrada Partners

    Managing Director, Investor Relations

    3 weeks ago

    Entrada Partners Dallas, United States

    Entrada Partners is a real estate private equity firm focused on value-add multifamily, industrial, and flex investments in large MSAs across the Western US. The firm is headquartered in Dallas and has regional offices in Los Angeles and San Antonio. Entradas mission is to genera ...

  • Lurin Management Services LLC

    Senior Associate, Investor Relations

    1 day ago

    Lurin Management Services LLC Dallas, United States

    : Overview: · We are seeking a highly motivated and detail-oriented Investor Relations Specialist to join our multifamily investment company. The ideal candidate will play a crucial role in building and maintaining positive relationships with our investors, providing transparent ...

  • Spencer Ogden

    Investor Relations Manager

    4 weeks ago

    Spencer Ogden Dallas, United States

    Our client seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making. · They were founded in ...

  • Invesco

    Associate, Investor Relations

    1 week ago

    Invesco Dallas, United States

    Job Description · As one of the world's leading asset managers, Invesco is dedicated to helping investors worldwide achieve their financial objectives. By delivering the combined power of our distinctive investment management capabilities, we provide a wide range of investment st ...

  • Web City Properties

    Investor Relations Associate

    4 weeks ago

    Web City Properties Dallas, United States

    Job Title: Investor Relations Associate · Location: Dallas, Texas (Hybrid Work Environment) · Salary: $60,000 - $80,000 base with bonus opportunities · About Web City Properties: · Web City Properties is a seasoned, small-scale residential real estate firm with a deep-rooted pres ...

  • Spencer Ogden

    Investor Relations Manager

    1 week ago

    Spencer Ogden Dallas, United States

    Our client seeks to deliver best-in-class risk-adjusted returns through an investment framework that features comparatively rapid transaction velocity, deep technical expertise, creative financial structuring, and objective and algorithmic decision making. · They were founded in ...

  • Stronghold Investment Management

    Investor Relations Manager

    5 days ago

    Stronghold Investment Management Dallas, United States

    About Us · Stronghold Investment Management ("Stronghold," "SIM," or "the Firm") is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an invest ...

  • Stronghold Investment Management

    Investor Relations Manager

    3 weeks ago

    Stronghold Investment Management Dallas, United States

    About Us · Stronghold Investment Management ("Stronghold," "SIM," or "the Firm") is a technology-driven, vertically integrated investment manager focused on real-assets and related private markets. Stronghold seeks to deliver best-in-class risk-adjusted returns through an invest ...

  • VWH Capital Management, LP

    Head of Business Development/Investor Relations

    23 hours ago

    VWH Capital Management, LP Dallas, United States

    Company Description · Recruiters: Please do not contact individuals. Please review our position on LinkedIn for further instructions. · VWH Capital Management, LP ("VWH") is an SEC-registered investment advisor and private equity firm with multi-billion dollars in assets under ...