Investor Relations & Capital Raising Analyst
Jamestown Europe GmbH, Atlanta, GA, United States
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Full Time Atlanta, GA, US
6 days ago Requisition ID: 1660
Jamestown
JOB DESCRIPTION
JOB SUMMARY AND DISTINGUISHING FEATURES OF THE WORK The Investor Relations Analyst supports the Investor Relations & Capital Raising team’s work with both existing and prospective investors. In particular, the Analyst supports the team through the analysis of portfolio data and preparation of quarterly investor and consultant reporting materials including questionnaires and due diligence requests, most of which are in Excel and require collaborating across departments to gather, calculate, and explain data. The Analyst will work closely with both the investor relations and fund management teams. The Analyst must develop a thorough understanding of Jamestown, L.P.’s portfolio, strategies, services, and global institutional investor base. The Analyst will cross-train and collaborate with other departments. The ideal candidate should have a strong “can-do” attitude and must thrive in a fast-paced, team-oriented, in-office professional culture.
ESSENTIAL JOB FUNCTIONS
Produce quarterly investor and consultant reporting materials including questionnaires and due diligence requests, most of which are in Excel and require collaborating across departments to gather, calculate, and explain data
Manage investor portal, including uploading and distributing reporting documents and asset data and updating contact information and distribution lists
Monitor and respond to investor inquiries received via the investor email inbox
Maintain databases and tracking logs related to department functions and activities
Prepare written responses to ad-hoc investor requests and questionnaires
Provide exceptional and timely customer service to investors
Assist in the intake, processing, and filing of investor legal documents
Perform research and prepare reports for senior team members
Prepare materials for virtual and on-site investor meetings and asset tours, including pitch books and asset case studies
Prepare detailed meeting notes
Proofread and edit documents
Evaluate current and potential processes to improve and determine best practices
MINIMUM QUALIFICATIONS REQUIRED Education and Experience
Bachelor’s Degree in Real Estate, Finance, Business, or a related field of study from an accredited institution; and
1-2 years of experience in a related field; or
Any combination of education, training, and experience which provides the required knowledge, skills, and abilities to perform the essential functions of the job
Knowledge of:
MS Excel with a focus on organization of portfolio data using basic functions such as pivot tables, vlookup, sumif
MS Word including formatting large documents
PDF
CRM systems such as Salesforce, Juniper Square
Videoconferencing platforms, including Zoom and Teams
Skills and Abilities:
Exceptional organizational skills
Exceptional attention to detail and accuracy
Strong analytical and quantitative skills
The ability to meet deadlines, accomplish work in order of priority
High degree of self-motivation, personal accountability, teamwork and collaboration
Professionally maintain composure & effectiveness under pressure and changing conditions
Detail oriented, logical, and methodical approach to problem solving, with a demonstrated track record of delivering actionable insights and recommendations
Finalists for the Analyst role will be asked to complete an in-office Excel skills test, along with a test of detail orientation / proofreading.
HOURS
Real Estate professionals at Jamestown are generally expected to work overtime hours, to be available for evening and weekend work as needed, and to respond to requests promptly, asking, if necessary, for specific guidance on deadlines.
BENEFITS Jamestown offers a competitive benefits package.
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Full Time Atlanta, GA, US
6 days ago Requisition ID: 1660
Jamestown
JOB DESCRIPTION
JOB SUMMARY AND DISTINGUISHING FEATURES OF THE WORK The Investor Relations Analyst supports the Investor Relations & Capital Raising team’s work with both existing and prospective investors. In particular, the Analyst supports the team through the analysis of portfolio data and preparation of quarterly investor and consultant reporting materials including questionnaires and due diligence requests, most of which are in Excel and require collaborating across departments to gather, calculate, and explain data. The Analyst will work closely with both the investor relations and fund management teams. The Analyst must develop a thorough understanding of Jamestown, L.P.’s portfolio, strategies, services, and global institutional investor base. The Analyst will cross-train and collaborate with other departments. The ideal candidate should have a strong “can-do” attitude and must thrive in a fast-paced, team-oriented, in-office professional culture.
ESSENTIAL JOB FUNCTIONS
Produce quarterly investor and consultant reporting materials including questionnaires and due diligence requests, most of which are in Excel and require collaborating across departments to gather, calculate, and explain data
Manage investor portal, including uploading and distributing reporting documents and asset data and updating contact information and distribution lists
Monitor and respond to investor inquiries received via the investor email inbox
Maintain databases and tracking logs related to department functions and activities
Prepare written responses to ad-hoc investor requests and questionnaires
Provide exceptional and timely customer service to investors
Assist in the intake, processing, and filing of investor legal documents
Perform research and prepare reports for senior team members
Prepare materials for virtual and on-site investor meetings and asset tours, including pitch books and asset case studies
Prepare detailed meeting notes
Proofread and edit documents
Evaluate current and potential processes to improve and determine best practices
MINIMUM QUALIFICATIONS REQUIRED Education and Experience
Bachelor’s Degree in Real Estate, Finance, Business, or a related field of study from an accredited institution; and
1-2 years of experience in a related field; or
Any combination of education, training, and experience which provides the required knowledge, skills, and abilities to perform the essential functions of the job
Knowledge of:
MS Excel with a focus on organization of portfolio data using basic functions such as pivot tables, vlookup, sumif
MS Word including formatting large documents
CRM systems such as Salesforce, Juniper Square
Videoconferencing platforms, including Zoom and Teams
Skills and Abilities:
Exceptional organizational skills
Exceptional attention to detail and accuracy
Strong analytical and quantitative skills
The ability to meet deadlines, accomplish work in order of priority
High degree of self-motivation, personal accountability, teamwork and collaboration
Professionally maintain composure & effectiveness under pressure and changing conditions
Detail oriented, logical, and methodical approach to problem solving, with a demonstrated track record of delivering actionable insights and recommendations
Finalists for the Analyst role will be asked to complete an in-office Excel skills test, along with a test of detail orientation / proofreading.
HOURS
Real Estate professionals at Jamestown are generally expected to work overtime hours, to be available for evening and weekend work as needed, and to respond to requests promptly, asking, if necessary, for specific guidance on deadlines.
BENEFITS Jamestown offers a competitive benefits package.
#J-18808-Ljbffr