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Investor Relations Assistant

Salary
Competitive
Employment
Full Time
Work Place
Office
Real Estate Field
Location
Newton Lower Falls
 MA
Postal Code
02462
Country
United States

This job is no longer active.

Description


Title: Investor Relations Assistant

The Opportunity:

National Development is looking for a full-time Executive Assistant at our corporate office located in Newton Lower Falls, MA. You will have the opportunity to work in a fast-paced environment while juggling multiple priorities. We are looking for an energetic, positive self-starter to play a critical role on our team.

 

As Executive Assistant supporting the Investor Relations team, your primary responsibilities include but are not limited to:

 

    • Assist with organizing and maintaining investor information and electronic files, including updates to Excel files and Yardi accounting software.
    • Upload investor correspondence information such as capital call and distribution notices, financial statements, capital account statements and quarterly summaries, as needed, to Intralinks, the firm’s investor portal.
    • Provide assistance to investors, as needed.
    • Assist with coordinating signatures for legal documents.
    • Assist with organizing tax returns received from accounting firms, coordinating signatures, and distributing K-1s to investors.
    • Assist with updating and formatting annual presentations and quarterly summaries to investors. Assemble meeting agendas, marketing materials, PDFs and prepare binders for presentations and conferences as needed.
    • Assist with fundraising and organizing investor subscription documents and importing new data into Excel files, Yardi software and Intralinks.

 

In addition, you will be responsible for providing administrative support to the Investment team:

    • Organize and schedule meetings/appointments/conferences
    • Filing, typing, copying, binding, printing, and scanning documents
    • Coordinate IT setup and provide event support as needed
    • Maintain and update contacts
    • Coordinate signatures for various types of documents
    • Organize travel arrangements (flights and hotels)
    • Organize and code expense reports for Managing Partners
    • Book conference calls and rooms
    • Receive, sort and distribute mail as well as coordinate UPS/Fedex packaging and certified mail
    • Maintain stock of 4th floor office office supplies

 

You Create Value by:

  • Being passionate about supporting our team and having a strong desire to learn and grow.
  • Having a positive attitude and not being afraid to take initiative and tackle projects.
  • Keeping the team highly organized and being the liaison between the investment team and other key departments within National Development as well as key vendors and third-party relationships.

 

What You Bring to Us:

  • At least 3 years relevant work experience.
  • Attention to detail.
  • Ability to function in a team setting and take direction from colleagues; comfortable working with both in-person as well as remote team members.
  • Proficient in Microsoft Office, PowerPoint, Excel and Word is required.
  • Adobe InDesign, Photoshop, and Illustrator experience is a plus.
  • Highly organized multi-tasker with excellent interpersonal skills.
  • Ability to work with a sense of urgency and meet short deadlines.
  • Outstanding professional customer service presence with both internal and external parties.
  • Excellent project management, verbal, and written communication skills.
  • Willingness to jump in and learn new tasks and systems.


What We Bring You:

At National Development, we value the health and happiness of our team members and offer a wide range of insurance programs and benefits that support you and your family in cultivating a happy and healthy lifestyle. Our benefits take into consideration everything from career development to family matters, health and wellness, and future planning:

  • Comprehensive and Affordable Health, Dental and Vision Plans
  • Medical and Dependent Care Flex Spending Plans
  • Life Insurance and LTD
  • Employee Assistance Program
  • Employee Wellness Incentives
  • Company-matched 401K
  • Tuition Reimbursement Program
  • Paid Time-off

National Development is proudly an Equal Opportunity Employer.

Job Function


 

Job Sector


 

Experience


2+ to 5 years


This job is no longer active.

Administration Office Newton Lower Falls Full Time MA Administration Investor Relations Assistant other