Investor Relations and Client Services Analyst

Job Description

Investor Relations and Client Services professional to report to the Head of Investor Relations of a Commercial Real Estate Private Debt firm.  This person will help support and manage the relationships with the firm’s investors, which include pension funds, endowments, foundations and wealth management firms.  This position will be onsite at Calmwater’s New York City office at 250 Park Avenue.  Calmwater has a 5-day-per-week in-office work policy.  

Investor Relations

• Proactively manage investor relationships for the firm and effectively articulate the firm’s strategy to investors and other stakeholders
• Log, track and respond to inquiries with a focus on articulate and efficient communication with the Fund’s investors
• Maintain and update internal investor and consultant database and develop and manage relationships with potential investors

Marketing

• Create high-impact marketing materials, including firm and fund presentations, fact sheets, competitor analyses, case studies, and customized reports
• Prepare regular investor letters, investment and market commentaries, and presentations for the annual general meeting and advisory committee meeting
• Plan and coordinate regularly occurring investor events such as the annual general meeting and advisory board meeting as well as marketing events for other stakeholders
• Assist in building positive exposure and brand awareness for the firm and ensure best practices in communicating the firm’s strategy and core principles
• Manage and oversee content and updates to the firm’s website
• Liaise with the CCO to ensure all marketing and reporting materials are in compliance with legal and regulatory requirements

Research/Miscellaneous

• Monitor industry news, market reports, peer group activity, media coverage and compile regular reports and newsflashes for firm education as well as investor updates
• Prepare applicable information and contribute to the development and circulation of company press releases in coordination with the firm’s third-party marketing agency
• Experience in real estate investor relations is required
• Experience working with Salesforce is required
• Experience with Preqin, Dakota and eVestments is a plus but not required
• An extensive emphasis to success in this role will be a high achiever with a detailed project mindset.  Excellence is required in ambition to grow and drive firm capital raising success through detailed investor/consultant research and road show planning.
• Calmwater is headquartered in Los Angeles (Pacific time) and therefore it will be expected to work late eastern time as needed
• The Investor Relations is a team of 2.  This position will have unfettered growth potential and access to the team’s information and relationships.  This is a great opportunity for someone dedicated to the career path and seeking to learn and grow their personal relationships over time.

Qualifications

• 2-4 years of experiences
• Undergraduate degree required
• Proficiency in Microsoft Office, specifically Word, Excel and PowerPoint
• Ability to meet required deadlines, multi-task, prioritize, organize, and work calmly under pressure
• Careful attention to detail
• Ability to both follow instructions, and to think and work independently
• Excellent written and verbal communication skills
• Knowledge of commercial real estate lending

Compensation:

• Competitive and commensurate with experience