Investor Relations Associate
2 months ago
Job Category: Account Management & Product Development
Company Overview: Hazelview Investments is a prominent player in the global real estate investment landscape. Established in 1999, we manage a diverse portfolio exceeding $12.2 billion in assets through direct real estate investments and strategic investments in publicly traded companies that focus on high-quality real estate. Our mission is to leverage our extensive knowledge and expertise to identify and capitalize on value opportunities that others may overlook, ensuring we create lasting value for our stakeholders.
Vision: "We create value for people and places".
Core Values:
- Trust
- Ambition
- Ownership Mindset
- Having Fun
Role Summary:
We are seeking a dedicated Associate in Investor Relations & Account Management to collaborate with our Investor Relations and Client Portfolio Management teams. This role involves supporting account management tasks and general administrative functions. The ideal candidate will exhibit exceptional communication and analytical abilities, demonstrating both proactive independence and effective teamwork.
Key Responsibilities:
- Compile and present ongoing reporting needs for Hazelview accounts.
- Facilitate corporate actions and trade settlements, including subscriptions, redemptions, capital draws, and distributions.
- Assist in the onboarding process for new clients/accounts, including Investor KYC/AML and new fund launches.
- Manage relationships with third-party administration partners, such as transfer agents and shareholder record keepers.
- Address client inquiries and provide support to relationship managers and client portfolio management teams as necessary.
- Foster interdepartmental relationships across Business Development, Finance & Operations, Real Estate Investment Management, and Global Securities.
Qualifications:
Education and Experience:
- A minimum of 2 years of experience in the financial services sector.
- Post-secondary education in business, finance, economics, or a related field.
- Possession or pursuit of CFA or CAIA designation, along with completion of the IFSE Institute's Exempt Market Proficiency Course (EMP), is advantageous but not required.
- Familiarity with trading activities and settlement processes.
Desired Skills:
- Strong organizational and time management capabilities.
- Well-honed analytical and problem-solving skills.
- Strategic thinking and effective decision-making abilities.
- Excellent written and verbal communication skills.
- Proficient in Microsoft Office Suite (Excel, PowerPoint, Word).
- Self-motivated and driven individual.
- Able to work autonomously as well as collaboratively within a team.
- Strong interpersonal skills.
- Willingness to learn, embrace new challenges, and grow within the role.
- Proficiency in additional languages is a plus.
- Commitment to promoting diversity, equity, and inclusion to foster a sense of belonging.
Hazelview Investments is an equal opportunity employer. We are committed to providing accommodations for individuals with disabilities throughout the recruitment process. All information regarding accommodation requests will be treated confidentially. While we appreciate all applications, only candidates selected for an interview will be contacted. All selected candidates will undergo pre-employment criminal and background checks, and any job offer will be contingent upon satisfactory results from these checks. We thank all applicants for their interest.
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