Investor Relations Associate

Job Description

The Investor Relations Associate will play a key role on the investor relations team, helping to establish and grow subscriptions for Jamestown Invest , an online platform offering U.S. individual investors the opportunity to participate in commercial real estate offerings sponsored by Jamestown.  The Investor Relations Associate will be responsible for serving and prospecting new investors.  

Required Education and Experience

• Between 3-5 years of experience in a related field; or
• Any combination of education, training and experience which provides the required knowledge, skills, and abilities to perform the essential functions of the job; and
• Experience with offering circulars and investor subscription agreements
• Experience in an investment advisory role with registered investment advisor or otherwise 

Essential Job Functions 

• Interact with a high volume of clients to process investments, update records, answer sophisticated inbound questions and spend time on phone educating investors
• Follow up with prospects to address questions and assist with decision to subscribe 
• Work with new signups as well as existing investors 
• Provide exceptional and timely customer service to investors; respond to investor inquiries and requests for information
• Maintain approved Q&A document to respond to frequently asked questions from investors and supervise analyst or administrative support in responding to requests via email 
• Oversee online customer relationship management database to assist potential investors in completing the online subscription document process
• Oversee and assist with the intake, processing and filing of investor documents and the ongoing posting of distribution notices, tax forms and account statements to the online investor room
• Collaborate with marketing team to maximize engagement of potential and existing investors
• Evaluate current and potential processes to improve customer retention and determine best practices
• Work with team to develop systematic methods for scaling our investments business and improving investor communication

BENEFITS OVERVIEW:    

Health and retirement benefits: Company-paid employee medical, dental, vision, life insurance, and long term disability; company-paid family memberships for One Medical, a service that provides comprehensive care focused on wellness and prevention. HSA with employer contribution and 6% 401k match with immediate vesting. Voluntary plans include accident, critical illness and pet insurance. 

Wellness and sustainability: Company-paid gym memberships; online wellness challenges; 5k/10k incentives; office snack bars; an enhanced EAP service; and clean commute incentives and subsidies.