Investor Relations Analyst

Job Type

Full-time

The William Warren Group, Inc. (WWG) is a Santa Monica-based entrepreneurial real estate company, which develops, acquires and operates income producing real estate assets in the major metropolitan markets of the United States. The company owns and operates the Stor Quest® family of brands:
Stor Quest Self Storage, Stor Quest Express and Stor Quest Economy Storage.

When you join our family, you are tapping into the power of a different kind of brand. We seek motivated individuals who can contribute to our evolving culture. If you want to be a part of a creative, inspiring, and collaborative environment, you are in the right place. Ready to create the extraordinary? Come join us to take your career to new heights and make it an awesome work life!

The Investor Relations Analyst will partner with the Chief of Staff – Investor Relations/Finance to perform customer relationship management activities, investment return analysis, and systems management, and the Chief Financial Officer to perform various administrative tasks. The purpose of this job is to assist the Chief of Staff in the communication and overall relationship between WWG with their Limited Partners by helping to support the distribution of information, tax, and legal documents, assisting in the execution of fundraising and capital call initiatives, taking lead of data management requirements for investor records, assisting in the management of Investor inquiries, and providing investor feedback to the Chief of Staff.

There are also key support functions required in order to assist the CFO as well as other departments and provide administrative aid on an ad hoc basis.

• Report to the Chief of Staff – Investor Relations/Finance and CFO
• Responsible for support with questions and fulfilling Investor requests, as well as assisting in the overall communication with Investors as it relates to capital calls, investment performance and updates, valuations, announcements, taxes, etc.
• Assisting in maintaining, organizing, recording, and creation of all new Investor documentation for new deals, active deals, past investments, as well as all ad-hoc Investor documents unrelated to capital calls.
• Assist with the fundraise process, supporting efforts to complete all equity-related action items including tracking election amounts, responding to investor questions, providing regular internal updates, and finalizing commitment amounts and following up on investor paperwork as well as corresponding documentation and tasks.
• Support with necessary details and documentation as it relates to Investors for tax related needs prior to annual distribution of tax forms/documents
• Assist with Quarterly Reports and the posting of general and legal documents as well as annual tax documents to Investor Portal
• Maintain Investor Portal via App Folio database and support, as needed
• General administrative duties (including but not limited to) document merging and formatting, scanning, filing, support with execution of key documents and Fed Ex related needs, returning calls, expense reports, mail sorting
• Responsible for assisting with other ad-hoc administrative tasks required by the WWG team
• Special projects, as needed

Please note that you may be asked to perform a variety of duties from time to time, which may not fall strictly in your job description. For a variety of business, safety, and technical reasons, it is necessary that all positions at WWG maintain a high level of flexibility in reference to duties you will be expected to perform.

• $75,000 per year plus Bonuses
• Make a difference and have a positive impact.
• Take the lead on team initiatives, learn new skills, build your management capabilities, and take advantage of the many growth opportunities.
• Contribute creatively to the organization’s success by generating new and useful ideas

• Bachelor’s degree
• Experience:
  
  Preferred 2-3+ years of analytical experience in a real estate, corporate or finance or other fast-paced office setting
• Computer skills:
  Exceptional Word, Excel and Adobe (or similar PDF application) skills, Tableau preferred and…