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 Opportunity
We 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
PI0dfbefa5c390-26289-35454514
Junior Investor Relations Associate
The Junior Investor Relations Associate ensures various Investor Relations team tasks are performed accurately and efficiently. We are searching for a Junior Investor Relations Associate to join our team. This person provides support to the Investor Relations team and excellent service to investors ...
Junior Investor Relations Associate
The Junior Investor Relations Associate ensures various Investor Relations team tasks are performed accurately and efficiently. This person provides support to the Investor Relations team and excellent service to investors and their representatives by providing timely and accurate information and re...
Financial Analyst
The position is responsible for supporting the financial planning cycle as well as assisting management in strategic decision making. Support sales and marketing initiatives with financial analysis and assist in strategic decision making that drives performance. Under the Financial Analysis Manager’...
Senior Financial Analyst
Senior Financial Planning & Analysis (FP&A) Analyst. Previous experience with financial modeling and proficiency with spreadsheet programs and financial modeling development. This position is responsible for developing repeatable reporting and analysis processes, collaborating with various functiona...
Analyst - Corporate Responsibility, Rating Agencies & Investor Relations
Support data requests for Corporate Responsibility website, EESG related Investor Relations material, and other public documents as requested. ...
Sales Financial Analyst II
Financial analysis / business partnering role providing financial guidance to the Americas Sales function within Farnell (Newark)/Avnet, aimed at enhancing sales and profitability. This involves comprehensive reporting, analysis, interpretation, and communication of financial and operational data to...
Financial Analyst
Prepare month end close activities including analysis of financial information in order to create journal entries which impact the financial condition of AHM / HDMA with some supervision. Use professional accounting standards to ensure appropriate reporting of actual financial data and use analytica...
Senior Financial Analyst
The Corporate Consolidations team is a critical FPA team working together to gather financial data from different business units, consolidating financials to create a comprehensive view of the company’s financial performance. We are a global leader in financial technology with unique capabilities to...
Financial Analyst
Responsibilities The Financial Analyst – FP&A will play a key role at Oberlin College, working closely with the Director of Budget and Financial Planning and business stakeholders in ensuring the accuracy of financial planning data and the development and refinement of the financial planning process...
IT Development Program Analyst
IT Development Program Analyst. Wellness support including gym membership reimbursement and Employee Assistance Program resources (work/life support, financial & legal management). ...