Investor Relations Associate Job Title : Associate Division : Corporate Status : Exempt FIRM OVERVIEW : Harbor Group International (HGI) is a leading global private equity real estate investment manager, with $19 billion in assets under management.
HGI's vertically integrated platform offers a broad range of both direct real estate and credit strategies across the risk / return spectrum.
Recent accolades include : - #16 in NMHC Top 50 Largest Apartment Owners (2023) - #20 in Real Estate Capital USA Real Estate Debt 40 (2023) - #35 in PERE Real Estate Debt 50 (2024) - #43 in PERE 100 : World's Largest Private Real Estate Firms (2023 JOB SUMMARY : HGI is seeking an Associate to join the Investor Relations team in its New York office.
The Investor Relations team is responsible for the firm's capital-raising activities and relationships with investors and prospective investors.
The Associate will support existing and prospective investor relationships by focusing on enhancing investor engagement, assisting in managing the capital raising process for HGI's investment vehicles and funds and interacting with investors through diligence efforts.
Successful candidates should be detail-oriented, analytical and a self-starter, and must be able to prioritize multiple tasks in a deadline-oriented collaborative environment. PRIMARY RESPONSIBILITIES :
- Assist in the development and execution of investor relations strategies to support capital raising efforts, coordinate investor meetings, and manage follow-up communications
- Respond to RFPs and DDQs from prospective LPs
- Create, develop, and maintain marketing and diligence collateral including DDQs, PPMs, pitchbooks, annual meeting materials, offering memorandums, whitepapers, annual reports, case studies, investment activity updates, etc.
- Coordinate logistics and materials for the firm's AGM, board meetings, update calls, webinars, investor days and track the IR events and conference calendar
- Analyze quantitative and qualitative information including drivers of investment performance, portfolio metrics, and investment strategy positioning
- Utilize investor prospecting databases to perform investor, competitor, and market due diligence
- Capture and maintain the firm's capital raising activity and database of contacts in CRM system
- Assist in the drafting of investor reporting and communication, including preparation of quarterly reporting, capital calls and distribution notices
- Develop and maintain a strong knowledge of HGI product offerings, industry trends, competitive landscape
- Interact closely and build relationships with the capital raisers to support their outreach efforts, business development and marketing initiatives QUALIFICATIONS :
- Minimum of 4-7 years of related professional experience, ideally within the real estate or private equity industry, and a bachelors' degree or equivalent experience
- Experience in investor relations, capital markets, capital raising, marketing, or related role desirable
- Institutional fund marketing sales and support experience strongly preferred
- Understand the LP landscape and investor types
- Strong investment and financial analytical capabilities and investment reporting experience
- Demonstrate a high degree of financial markets and real estate concepts
- Advanced Microsoft Office (including Excel and PowerPoint) skills
- Strong written, oral communication, and presentation skills coupled with strong attention to detail and accuracy
- Ability to manage time-sensitive projects through the coordination of multiple resources.
- High level of professionalism and confidentiality
- Effective communication with all levels of the organization
- Dependable, thoughtful, and motivated individual and a dedicated team player
- Ability to work independently and collaboratively in a multidisciplinary team #LI-AD
Investor Relations
We are looking for an investor relations officer to communicate with our current and prospective investors. A BA/BS degree, as well as excellent written and verbal skills, relationship-building skills in the investment community, and the ability to collaborate with the executive team. ...
Project Manager - Investor Relations
Private Equity firm is seeking a project manager with knowledge in Alternative Investments or Private Equity.Ability to draft and finalize reports ....
Executive Office, Investor Relations, Vice President - New York, NY
Investor Relations works closely with C-suite executives to shape the firm's external engagement strategy (including with equity and debt investors, research analysts, rating agencies, and ESG-focused stakeholders). Executive Office, Investor Relations, Vice President - New York, NY. Investor Relati...
Deputy Director of Investor Relations
With Intelligence are recruiting a Deputy Director of Investor Relations, supporting the Global Head of Investor Relations, this is a key contact for the allocator and investment consultant community, communicating the company's strategy, opportunities and business initiatives. The Deputy Director o...
Analyst, Product Specialist, AlpInvest Investor Relations
The AlpInvest Investor Relations ("IR") team is responsible for IR-related activities across the segment, as well as new business development and fundraising activities across both its flagship fund products, as well as multi-strategy solutions for both institutional and private wealth cli...
Associate/Senior Associate Investor Relations
In this role, the Investor Relations Associate / Senior Associate will be responsible for developing the overall investor relations strategy, including an IR operating plan, creation of the company’s story, external and internal messaging, scheduling of events, and budget. A financial institution in...
Executive Office - Investor Relations, Sr. Analyst/Associate - New York
Investor Relations works closely with C-suite executives to shape the firm's external engagement strategy (including with equity and debt investors, research analysts, rating agencies, and ESG-focused stakeholders). Develop specific expertise on multiplepetitors, closely monitoring news, performance...
Vice President - Investor Relations
They are looking to add a Vice President to lead their Investor Relations team in Dallas or New York. Investor Relations and Marketing. Serve as the primary point of contact for any investor inquiries and requests. ...
Executive Assistant to Investor Relations
Our client, a leading asset management firm renowned for their innovative investment solutions and commitment to excellence, has an opportunity for an Executive Assistant to support Senior Level Executives on their Investor Relations Team. You will be responsible for managing administrative tasks, c...
Senior Vice President, Investor Relations
Our full range of advisory services includes strategic communications, investor relations, financial transactions and restructuring, management consulting, physical and cyber risk, organizational design, board and executive search, geopolitics and government affairs, corporate governance, ESG and DE...