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Investor Services Associate
3 months ago
**ROLE**:Investor Services Associate - Private Equity
**REPORTS TO**:Vice President of Finance
**LOCATION**:Remote / Corporate Office in Richmond Hill (Hybrid)
**COMPANY OVERVIEW**
Venterra Realty is a well-capitalized, privately held investment and technology company with ~ $5.0+ billion in managed assets and $375+ million in revenues. It owns and operates over 80 multi-unit residential properties in the highest growth cities in the United States.
We’re honoured to have received numerous workplace recognitions including being named one of the 2023 Best Workplace in Real Estate by The Great Place to Work Institute® and FORTUNE©, one of PEOPLE’s 2023 Companies That Care, one of Great Place to Work’s Top 100 Best Medium Workplaces six times, and to have been named a five-time Glassdoor Best Places to Work winner **Read about all of our awards and accolades here**
We are looking for people who:
- Have strong personal values and want to work for a values-based company- Are ambitious and hard working with exceptionally high personal standards- Embrace problem-solving and learning new skills- Thrive in a rapidly changing and high growth environment- Are passionate about driving continuous improvements and the use of technology with data to drive business results
**THE OPPORTUNITY**
**KEY JOB RESPONSIBILITIES**
**Fund Administration**:
- Collaborate with internal teams to oversee the administration, allocation and coordination of incoming investor requests- Ensure a smooth and efficient onboarding process for new investors, addressing inquiries related to account setup and documentation. Ensure investor onboarding documents received are accurate and complete.- Liaise directly with investors on acquisition transactions to ensure receipt of all capital commitments and investment related documentation.- Work with the Investor Reporting team on acquisition transactions to provide accurate and timely information for capital commitments and investor details.- Coordinate communication with investors to provide updates on fund performance and address inquiries related to their investments.- Reduce the operational risk to the company by working closely with legal and compliance teams to ensure all investor documentation complies with regulatory requirements and internal policies.- Update and maintain accurate information in the CRM and Fund Accounting system.- Coordinate with the Investor Reporting team to administer our Investor Management System, including document uploads, mailing preferences, portal administration and activation.- Provide back up support for the Investor Reporting team.- With a focus on continuous improvement, proactively identify process inefficiencies/errors and work with internal teams to conceive and implement solutions that improve quality and the investor experience.
**Investor Engagement and Relationship Management**:
- Foster strong relationships with investors through regular communication and personalized attention.- Address investor inquiries and concerns promptly, maintaining a high level of customer satisfaction.- Maintain a high level of written and verbal communication with investors ensuring accuracy and transparency in communication.- Act as the primary contact for administrative related investor inquiries, providing personalized attention to high-net-worth individuals and wealth managers.
**CANDIDATE PROFILE**Undergraduate/Bachelor’s degree required.- Excellent communication (oral and written) and interpersonal skills with the ability to promptly respond to inquiries with clarity.- Demonstrated time-management skills with the ability to effectively prioritize, multi-task and organize work, and meet tight deadlines while paying attention to detail.- Entry-level experience or internship in finance, private equity, or a related field.- Basic understanding of financial products and investment concepts.- Eagerness to learn and contribute within a dynamic team environment.- Familiarity with Microsoft Excel and basic financial software.
