Investor Relations Analyst

As an Investor Relations Analyst, you will play a key role in delivering an exceptional experience to our investors. We are looking for a highly motivated and detail-oriented professional to join our team. In this role, you will manage investor communications, prepare presentations, analyze financial data, and help plan our annual investor event.

You will also support key financial operations, including calculating investor distributions and capital calls, maintaining fund-level waterfalls, and generating related statements. Additionally, you’ll assist with treasury functions such as navigating banking platforms, initiating transfers, and processing wires and ACH payments.

The ideal candidate has several years of experience in a similar role, strong written and verbal communication skills, and a solid understanding of real estate and fund structures. This is a dynamic position with exposure to multiple departments across the company, including direct interaction with the executive team.

Responsibilities

Investor Communication

Create and update presentations, including annual portfolio reviews, quarterly newsletters, and property books

Create, compile, and institutionalize quarterly reporting materials

Serve as a point of contact for investor questions and concerns

Assist with the organization of investor events, including the annual investor day

Compile and provide documentation for ad hoc investor requests

Assist with capital raise efforts

Provide updates regarding fund outlook and investment strategy

Analyze and assess various forms of data and translate it into a simple and clear narrative

Seek opportunities to improve investor reporting

Maintain Fund Documents/Records (OA/SAs, tax docs, etc.), Communications, and Ensure Compliance

Maintain organized and complete repositories for all investor and fund documents (operating agreements, subscription agreements, tax documents, side-letter agreements, distribution statements, etc.)

understand standard tax documents (K-1s) and provide adequate explanations to investors

Support efforts for compliance and regulatory matters

Conduct annual audits on the investor CRM system to ensure compliance and accuracy of documentation

Maintain investor CRM system, ensuring data integrity and up-to-date records across all funds and investor entities

Waterfalls, Distributions, Capital Calls, and Treasury Support

Assist in calculating and reviewing investor distributions and capital calls

Maintain and update fund-level waterfall models

Create and distribute investor capital call and distribution statements

Support Treasury operations, including navigating banking and Treasury platforms, initiating wires, ACHs, and transfers

TeamSupport and Leadership

Cultivate and maintain relationships within your team and with key cross-functional departments within the company

Consistently execute Havenpark’s standard operating procedures and policies to achieve full operational excellence

Demonstrate Havenpark’s core values through interactions with coworkers, lenders, and other 3rd parties

Communicate with team members at all levels (i.e., field staff, home office staff, senior management, etc.) regularly to align company priorities and goals

Qualifications

Education

Minimum bachelor’s degree in a related field.(Finance, Accounting, Business Management)

Experience

1-3 years of experience in a similar role

Physical Demands

You can spend long hours sitting while using office equipment, such as computers. This position will also require walking within the office and occasional travel

Skills & Additional Requirements

Outstanding communication skills in the presence of C-Suite personnel and investors

Thorough understanding of fund structures, returns, and related concepts

Excellent writing skills

Ability to design visually appealing documents and presentations.

Experience with investment platforms (i.e., IMS, Juniper Square, etc.)

Experience with banking platforms (i.e., JPMorgan, Chase, Wells Fargo, etc.)

Excellent project management experience, juggling multiple priorities and managing people with diverse areas of expertise, including senior-level management

Highly organized, self-starter who can execute responsibilities with minimal oversight

Excellent problem-solving, quantitative, and writing skills

Skilled in Excel, Word, PowerPoint, and Outlook

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