Investor Relations Analyst

About the role

Waterton has grown significantly since its inception, evolving from a small operation to a nationally recognized real estate investment and management firm. Over the past 30 years, Waterton has maintained its passion for delivering an exceptional Resident Experience, driven by a commitment to service excellence for Investors, Guests, and Residents.

Responsibilities

• Collaborate on tracking firm-wide information such as assets under management, transaction activity, deal and firm level performance track record, and capital raise
• Update investor surveys and maintain performance databases for various stakeholders
• Compile and maintain increased level of information required for ongoing fundraising efforts at the firm and strategy levels, including firm and asset level information, performance measurements
• Work with SVP to improve and evaluate data collection methods and implement strategies based on this evaluation
• Collaborate on developing and maintaining compelling marketing materials (fact sheets, case studies, pitch books) to market the Company and its capabilities
• Assist with analyzing and translating internal data and market intelligence into compelling narratives to highlight the Company’s competitive advantages
• Collaborate on due diligence efforts through preparation and coordination of Due Diligence Questionnaires (DDQs), track record materials, and any bespoke data requests
• Collaborate on compilation and maintenance of previously approved DDQ responses
• Aid in the preparation of monthly, quarterly, annual, and special investor reports, including annual and mid-year investor meeting materials, ensuring accuracy and consistency
• Support management of fundraising and reporting data room to ensure proper user access and updates
• Support ongoing investor relations for existing investors and onboarding experience
• Contribute to other projects as assigned

Qualifications

• Bachelor’s degree in business, finance, economics, or equivalent preferred
• 1 to 2+ years of experience in an investor relations and/or fundraising support role at an investment management firm, preferably in real estate or private equity, or at a placement agency in a project management role
• Advanced skill set with Microsoft Office to include Word, Excel, PowerPoint, and Outlook, and familiarity with CRM systems and diligence data rooms
• Understanding of the financial/real estate market and familiarity with private funds
• Strong analytical and investigative skills and attention to detail
• Team player and resourceful, able to juggle multiple priorities efficiently and prioritize tasks correctly to meet deadlines
• Exceptional communication skills and adept at presenting complex ideas and information in a professional, concise, and well-organized manner

Benefits

• Competitive compensation and incentive program participation
• Full suite of benefits, including Medical, Dental, Life, Disability, and pet insurance
• 401(k) + match
• Generous paid time off, volunteer time off, and paid holidays
• Employee discounts and wellness initiatives, like an onsite gym
• Hybrid work environment (based on business or position needs)

The typical base salary hiring range for this role is $70,000.00-$100,000.00 per year, plus bonus program participation. The pay range is approximate and may vary depending on related work experience, certifications, education, and other job-related factors.