Job Description
Job Description
Description : COMPANY
COMPANY
Westmount Realty Capital, LLC, a Dallas-based, privately held commercial real estate development and investment management company with exceptional performance specializing in value-add and opportunistic real estate investments.
With an entrepreneurial spirit and proven 40 year track record across several market cycles Westmount has steadily built up a portfolio of over 15 million square feet of industrial and office properties and nearly 4,100 multifamily units nationwide.
OPPORTUNITY
Immediate opening for an Investor Relations Analyst in our Dallas, TX office . The Investor Relations Analyst will work out of the corporate office located in Dallas, Texas, and provide comprehensive business support services to the office along with assisting the investor relations, marketing, and private capital teams as needed.
This position reports directly to the Investor Relations Manager with full benefits. Dallas area applicants only.
KEY RESPONSIBILITIES / DUTIES
The activities listed here are not all-inclusive; rather, they indicate the types of activities normally performed by this position.
The successful candidate will be able to demonstrate competence in the following areas :
- Assist in the preparation of quarterly notices, reports, and statements.
- Maintain accurate contact and investor records in Salesforce CRM.
- Assist with all aspects of maintaining the investor portal, including uploading distribution letters, investor reports, and updating investor contact information.
- Assist with special events and functions including planning, organization, and execution.
- Assist with marketing efforts and the preparation of marketing materials.
- Facilitate timely responses to investor inquiries across multiple departments.
- Additional projects and assignments as assigned.
- Pro-active, energetic, and positive attitude.
Requirements :
REQUIREMENTS / QUALIFICATIONS
To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and / or ability required.
- Bachelor’s Degree in Business Administration, Finance, Marketing, or related field
- Minimum 2-3 years of professional work experience in an office setting.
- Organized and articulate. This position requires a high level of attention to detail.
- Demonstrated proficiency with Microsoft Word, Excel, and Adobe Acrobat.
- SalesForce.com experience a plus
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