Investor Reporting Senior Associate
Top Stack, Conshohocken, PA, United States
A highly prestigious real estate investment management firm is seeking an Investor Reporting Senior that will oversee and enhance relationships with partners, deliver detailed investor reporting, and support the evaluation and performance monitoring of investment portfolios.
RESPONSIBILITIES/COMPANY HIGHLIGHTS Manage the quarterly preparation, review, and dissemination of quarterly and annual investor reports and investor capital account statements Respond to recurring and ad-hoc supplemental requests for operational and financial information by investors, the consulting community, and other interested external parties Coordinate and review capital call, distribution, and redemption communications with investors Coordinate investment portfolio and valuation reviews with team members Firm is growing exponentially offering exceptional room for learning and growth Generous compensation and benefits package
QUALIFICATIONS BS from an accredited university in a business-related field 3+ years of experience within real estate or investment management
RESPONSIBILITIES/COMPANY HIGHLIGHTS Manage the quarterly preparation, review, and dissemination of quarterly and annual investor reports and investor capital account statements Respond to recurring and ad-hoc supplemental requests for operational and financial information by investors, the consulting community, and other interested external parties Coordinate and review capital call, distribution, and redemption communications with investors Coordinate investment portfolio and valuation reviews with team members Firm is growing exponentially offering exceptional room for learning and growth Generous compensation and benefits package
QUALIFICATIONS BS from an accredited university in a business-related field 3+ years of experience within real estate or investment management