Investment Analyst
Robert Half Finance & Accounting
Description
We are seeking an experienced Investor Relations Associate to join a dynamic and reputable Real Estate Investment firm, located in the Boca Raton, FL. area. This role is a highly visible role with growth possibilities, competitive salary and amazing benefits. This role will allow the Investor Relations Associate to play a key role in the growth and strategy of the organization.
If you are seeking an opportunity with a large, stable firm, with leaders who value their employees and provides a positive work environment and culture. this is the role for you!!
Duties:
· Cultivates client relationships through best-in-class communication with investors and intermediaries, fielding a high volume of calls and emails daily.
· Day-to-day client facing engagement and client support and takes ownership of solving issues.
· Resolves escalated issues by collaborating with department and team members.
· Handles all facets of client account maintenance needs including facilitating requests with capital markets, finance, operations, and legal teams.
· Works closely with accounting team to generate and distribute capital call and distribution notices and tracks all investor-facing capital activity events.
· Liaise with custodian platform reps onboarding investors, maintaining accounts, capital calls and reporting
· Facilitates investor onboarding including the investor verification process.
· Administers and facilitate signing of legal documentation for stakeholders, including fund partnership agreements, amendments, transfers, and consents.
· Utilization and data management of the CRM and investor portal, system testing, auditing, and document uploads.
· Adheres to compliance and operational processes and procedures with the utmost integrity.
· Assists with ad hoc fund-related projects and analyses.
· Maintains strong working relationships with clients and internal business groups.
· Ensures all work is on-time, detailed, accurate and “audit-ready”.
· Follows established processes and procedures, to continuously improve accuracy, reduce redundancy, and mitigate risk.
Requirements
Requirements:
· Bachelor’s degree in economics, finance, accounting, or real estate.
· Excellent verbal and written communication skills.
· Sincere interest in real estate, capital markets, and the overall economy.
· Minimum of 2+ years of investor relations or capital markets experience in real estate, investment banking, investment management, or economic research.
· Strong administrative skills, including confidentiality and organization.
· Strong skills in Excel and PowerPoint.
· Expertise with Juniper Square, or similar CRM software a plus.
· Excellent analytical, financial, and quantitative skills with the highest level of attention to detail.
· Demonstratable experience reading and interpreting legal documents.
Robert Half is the world’s first and largest specialized talent solutions firm that connects highly qualified job seekers to opportunities at great companies. We offer contract, temporary and permanent placement solutions for finance and accounting, technology, marketing and creative, legal, and administrative and customer support roles.
Robert Half works to put you in the best position to succeed. We provide access to top jobs, competitive compensation and benefits, and free online training. Stay on top of every opportunity - whenever you choose - even on the go. Download the Robert Half app (https://www.roberthalf.com/us/en/mobile-app) and get 1-tap apply, notifications of AI-matched jobs, and much more.
All applicants applying for U.S. job openings must be legally authorized to work in the United States. Benefits are available to contract/temporary professionals, including medical, vision, dental, and life and disability insurance. Hired contract/temporary professionals are also eligible to enroll in our company 401(k) plan. Visit roberthalf.gobenefits.net for more information.
© 2025 Robert Half. An Equal Opportunity Employer. M/F/Disability/Veterans. By clicking “Apply Now,” you’re agreeing to Robert Half’s Terms of Use (https://www.roberthalf.com/us/en/terms) .
Confirm your E-mail: Send Email
All Jobs from Robert Half Finance & Accounting