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POSITION: INVESTOR RELATIONS & FINANCE ADMINISTRATOR
Our client is a full-service real estate operating company offering a diversified platform that manages targeted real estate private equity funds and select direct investment vehicles based in Morristown, NJ.
This role will provide both general and specific administrative support to our Investor Relations & Finance teams. The successful candidate will be a people's person, possess structure, attention to detail, focus on quality, high energy and flexibility to support a deadline driven organization. This individual will need to work well in a team environment, be able to represent the group with professional courtesy and acumen and deliver flawless & consistent work output. Duties and tasks will vary in complexity and urgency, requiring judgment and experience to successfully accomplish tasks with limited direct supervision. The role requires strong organizational skills with confidence and focus to hold teams accountable to deadlines.
SCOPE OF RESPONSIBILITIES
Investor Relations - The role will provide administrative support to all members of the IR team. As part of this, the Administrator will manage the subscription document review process, assist with investor mailings and communications of capital activity and help coordinate marketing materials and investor meeting logistics. This role will require managing the compliance process including proofreading, making appropriate edits, and seeing the process to completion. The ability to navigate to the appropriate internal parties to correct/answer questions is also critical.
Finance - The role will provide Administrative Support to the CFO, Directors of Finance, Fund Controllers and Assistant Fund Controllers. The Administrator will be responsible for coordinating Team meetings as well as to create presentations and agendas. This role assists in the tax and audit processes with internal and external participants.
Tax Return Processing - The role also assists the finance team with the maintenance of all tax returns. The role is accountable for processing tax payments by requesting Demand Checks, EFTs, and Wires. The administrator ensures returns are signed by Authorized Individuals and Returned to tax preparers as instructed. Additionally, the administrator ensures tax information provided to the finance team is complete, organized and submitted in a timely fashion. This role will be responsible for document management for all tax documents on our document management platform as well as the distribution of the K-1s to internal entities and joint venture partners.
OFFICE & DOCUMENT MANAGEMENT
This position will be required to use various forms of company resources and technology in order to fulfill all document management responsibilities, both electronic and paper filing. The role will be the primary support for investor account set up and mailings of investor-related documentation, and mail flow to/from the Finance and IR teams.
CROSS FUNCTIONAL RELATIONSHIPS
This position will require considerable cross-collaboration with other Hampshire business teams for various role responsibilities. The Administrator will be required to coordinate with Capital Markets, Asset & Property Management with regards to the Database accuracy when deals are closing to ensure accounting teams are prepared. There is also a day to day coordination effort required with our Accounting outsource provider to submit items for processing and proactive follow up for completion.
DATA MANAGEMENT & REPORTING
The role will assist the IR team with tracking of information in our Investor Database and managing the
IR electronic mailbox. From a Finance perspective, the role will be responsible for the distribution of Annual and Quarterly lender requirements. The role will be responsible to issue some key reports to the internal Sharepoint reporting site on a timely basis including fundraising reporting; commitment status reports; update of firm data and information for track record and the distribution of Annual and Quarterly Investor reports and statements; monthly, quarterly and annual financial reports.
QUALIFICATIONS AND REQUIREMENTS
COMPENSATION AND BENEFITS
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