Job Title: Investor Relations Specialist
Posted by: Harbor Group Management on Mar 25, 2019
Location:
Virginia Beach , VA 23510Job Description:
The Role.
As our Investor Relations Specialist you will be expected to assist and interact with money managers, company executives and co-workers. You will work directly with the Director Investor Relations to ensure expectations are met for all deliverables.
The Purpose.
This role is responsible for understanding and communicating Harbor Group investment processes, procedures and compliance requirements.
The Key Responsibilities.
• Maintaining raise spreadsheets in conjunction with direction from the NY Office
o tracking investors coming into deals and commitment amounts
o sending, tracking, reviewing for compliance and follow-up on documents
o Creating and maintaining database investor information
o tracking payments due and paid by investors
o finalization of the raise to turn over to Partnership accounting
• Completing reports on past due investors for corporate meetings
• Compiling investor information kits
• Providing various correspondence and information to investors
• Assisting others in Investor Relations and Business Development executives by providing
o requested information and/or materials,
o providing phone and email support to executives
• Assisting in the preparation for fund presentation events
• Recordkeeping, organization, import and export of tax documents and correspondence
• Other duties, as assigned
The Basics.
• 3 -5 years of experience assisting and interacting in a business development, investment, legal services or similar environment
• Bachelor’s degree preferred
• Proficiency in Microsoft Office (Word, Excel and PowerPoint)
• Must be detail oriented, highly organized, comfortable working with senior executives by phone/email/in person
• Comfortable working independently
The Perks.
• A comprehensive benefits package that includes competitive salaries and incentive plans, as well as an extensive list of health and retirement options
• An environment that supports learning and development through our in-house education program, HGKey, along with providing tuition reimbursement and external training with industry leaders
• Volunteer and community service opportunities through our HG Cares Employee Volunteer Program
• Recognition and awards, a generous employee referral program, and an employee apartment discount at a Harbor Group community
• Beautiful downtown office building that offers amenities such as free, covered parking, a fitness facility, on-site dining, car washing service, dry cleaning pick-u and delivery, and outside green space with views of the Elizabeth River
• Access to beach cruisers for a quick bike ride at lunch
As our Investor Relations Specialist you will be expected to assist and interact with money managers, company executives and co-workers. You will work directly with the Director Investor Relations to ensure expectations are met for all deliverables.
The Purpose.
This role is responsible for understanding and communicating Harbor Group investment processes, procedures and compliance requirements.
The Key Responsibilities.
• Maintaining raise spreadsheets in conjunction with direction from the NY Office
o tracking investors coming into deals and commitment amounts
o sending, tracking, reviewing for compliance and follow-up on documents
o Creating and maintaining database investor information
o tracking payments due and paid by investors
o finalization of the raise to turn over to Partnership accounting
• Completing reports on past due investors for corporate meetings
• Compiling investor information kits
• Providing various correspondence and information to investors
• Assisting others in Investor Relations and Business Development executives by providing
o requested information and/or materials,
o providing phone and email support to executives
• Assisting in the preparation for fund presentation events
• Recordkeeping, organization, import and export of tax documents and correspondence
• Other duties, as assigned
The Basics.
• 3 -5 years of experience assisting and interacting in a business development, investment, legal services or similar environment
• Bachelor’s degree preferred
• Proficiency in Microsoft Office (Word, Excel and PowerPoint)
• Must be detail oriented, highly organized, comfortable working with senior executives by phone/email/in person
• Comfortable working independently
The Perks.
• A comprehensive benefits package that includes competitive salaries and incentive plans, as well as an extensive list of health and retirement options
• An environment that supports learning and development through our in-house education program, HGKey, along with providing tuition reimbursement and external training with industry leaders
• Volunteer and community service opportunities through our HG Cares Employee Volunteer Program
• Recognition and awards, a generous employee referral program, and an employee apartment discount at a Harbor Group community
• Beautiful downtown office building that offers amenities such as free, covered parking, a fitness facility, on-site dining, car washing service, dry cleaning pick-u and delivery, and outside green space with views of the Elizabeth River
• Access to beach cruisers for a quick bike ride at lunch
Education Level:
High school or ged
Pay Rate:
Commensurate with experience
Security Clearance:
None
Travel Requirements:
None
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About Harbor Group Management
Harbor Group Management Company and Harbor Group International are privately held sister companies who together are a full-service real estate investment and management platform. HGI has a portfolio of over 7.8 billion dollars of apartment communities, office buildings, medical office buildings and retail throughout the United States and United Kingdom. HGI was ranked the 30th largest apartment owner in 2018, with properties in 20 states.
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