Investor Relations Analyst

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TITLE: Investor Relations Analyst
LOCATION: New York, New York
DEPARTMENT Investor Relations

Position Summary
Seeking a motivated, organized individual to assist with the coordination and execution of all investor relations functions for BPG’s private real estate funds, reporting to the Vice President of Investor Relations.
Assist with the coordination and preparation of all investor reports, presentations and communications including:

  • Quarterly fund investor reports
  • Quarterly call presentations
  • Quarterly case studies
  • Annual meeting presentations
  • General fund update email communications
  • Investment summary writeups for capital call and distribution notices
  • Welcome packs for new investors
  • Marketing and branding materials
  • Ad-hoc reports, presentations and communications
  • Share ownership of IR inbox with one other analyst, monitoring and responding promptly to investor questions and requests
  • Maintain investor contact lists including processing changes
  • Assist with administering investor data room (i.e. contact changes, access and uploading and downloading documents)
  • Assist with preparing internal fund performance reporting documents

Qualifications & Requirements

  •  Minimum 2-3 years working in private funds management or investment banking
  • Preference for working knowledge of real estate fundamentals
  • Excellent writing and communication skills
  • Creative prowess to translate complicated financial data into a simple story / message
  • Superior organization skills with great attention to detail
  • Willingness and capability to take ownership of products/deliverables
  • Advanced working knowledge of PowerPoint, Excel and Word

This position would be suitable for those candidates who meet the role qualifications and who thrive in a performance-driven environment that emphasizes employee leadership and accountability for delivering results.

 

Contact: Drew Desky

ddesky@randthompson.com