Job Description
Insight Global is seeking an Investor Relations Coordinator for a client sitting in Aliso Viego, California. This person will sit onsite Monday- Friday from 8:30AM to 5:30PM and will be responsible for answering inbound calls from new and existing investors. They will need to answer, screen, and respond to incoming calls and correspondence with the highest level of customer service, as they will be working with and reporting to the Executive Vice President of Investor Relations.
Other duties include:
- Manage investor communication, specifically, mass communications, quarterly reports, and ad hoc investor inquiries.
- Co-develop investor presentations & data visualizations
- Act as liaison between investors, working with other departments as needed to address investor inquiries
- Report trends in investor inquiries to management
- Effectively manage a team in an agile work environment and must be comfortable with training new associates
- Comfortable developing operational processes as needed
- Resolving escalated scenarios
- Ability to collaborate with other departments, such as finance, asset management, capital markets, and marketing
Required Skills & Experience
3-7+ years of experience in an investor relations coordinator role
Strong phone presence- experience with inbound/outbound phone calls with a high sense of customer service
Proficient with Microsoft Office Suite (Excel, Word, PowerPoint)
Excellent written, verbal, and interpersonal communications skills
Strong proactive mindset, taking the initiative where appropriate, and looking beyond the immediate ask to anticipate a future need or requirement
Bachelor's Degree
Nice to Have Skills & Experience
Prior experience working in Private Equity, Real Estate, or Finance
Experience managing a team and having direct reports
AppFolio Property Management Software
Benefit packages for this role will start on the 31st day of employment and include medical, dental, and vision insurance, as well as HSA, FSA, and DCFSA account options, and 401k retirement account access with employer matching. Employees in this role are also entitled to paid sick leave and/or other paid time off as provided by applicable law.