Junior Investor Relations Associate

Company: Boyd Watterson Asset Management
Location: Cleveland
Posted on: November 7, 2024

Job Description:

Description:Description A winner of the prestigious Northcoast 99 award, Boyd is recognized as one of the top 99 employers in Northeast Ohio. This means we put our employees first. Boyd Watterson is a dynamic company built around integrity and collaboration. We value the insights and perspectives of a broad, diverse group of individuals and believe that our collective success is dependent on an inclusive environment. We are seeking talented individuals to join our team.
The OpportunityWe are searching for a Junior Investor Relations Associate to join our team. This role is a key contact with investors, consultants, and administrators for administrative duties for Boyd Watterson managed real estate funds. This person provides support to the Investor Relations team and excellent service to investors and their representatives by providing timely and accurate information and resolving issues. The Junior Investor Relations Associate ensures various Investor Relations team tasks are performed accurately and efficiently.Requirements:Major Duties and Responsibilities:

• Assist the Investor Relations team in facilitating the accurate completion and final execution of Fund documents in a timely manner and within Fund deadlines.
• Ensure that final documents for each investor are maintained within the Digital File System and/or by Fund Administrators.
• Fulfill internal and external fund document requests.
• Maintain records in internal and external systems.
• Complete audit request documentation and assist with the completion of Requests for Proposals and Due Diligence Questionnaires as assigned.
• Assist with the review and distribution of investor information on a regular basis, including Investor Statements, capital distribution notices, financial statements, audited financial reports and tax documents according to established deadlines and contact lists.
• Conduct internal audits of systems and records as assigned.Education, Skills, Personal Characteristics and Work Experience Requirements:
  • Associate's degree or higher in business, finance, or accounting preferred or comparable experience
  • 1-3 years of investor relations or customer service experience.
  • Excellent organizational and time management skills
  • Ability to prioritize and multi-task
  • Proficiency in Microsoft Word, Excel and Power Point; intermediate level Excel preferred
  • Excellent written and verbal communication skills
    
    
    
    
    PIa240a5c57368-37248-35454514

Keywords: Boyd Watterson Asset Management, Cleveland Heights , Junior Investor Relations Associate, Accounting, Auditing , Cleveland, Ohio