Associate, Investor Relations
Location
Portland, OR | United States
Job description
Welcome to Fairway America, where we are building value in real assets through integrity-led investing. With over three decades of experience, we specialize in crafting and executing diverse credit and equity portfolios in the middle market real estate sector. Our commitment to a rigorous, value-driven approach, combined with our ability to identify and strategically pursue long-term investment trends in private real estate across market cycles, has consistently delivered positive results. As a team, we are driven by a shared dedication to understanding the challenges faced by our investors and partners and delivering innovative solutions unique in the sub-institutional market. If you are enthusiastic about contributing to creating value in real estate, we invite you to join us! Your dedication and expertise will play a crucial role in continuing our tradition of success.
The Role
Our Associate, Investor Relations is a trusted partner for personnel across our organization. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. You will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our investors, and the smooth running of our broader team. This is an opportunity to join our Portland-based team of investment professionals to learn more about real estate investing and investor relations, while making a real impact on the success of the overall organization.
Our Core Values
- Bias Towards Action: We prioritize solutions and move quickly to execute on them.
- Integrity is our Foundation: We do not compromise our principles.
- Innovate Boldly: We redefine what is possible.
- Relentless Pursuit of Excellence: We never settle for less than extraordinary.
- Strength Through Adversity: Challenges are not roadblocks but detours to our true potential.
- Take Ownership, Not Credit: We own our path to success and leave our egos at the door.
- We Rise Together : Our success is a joint venture.
Responsibilities
- Build and maintain strong relationships with our investors, from the onboarding process, and throughout the life of their investment.
- Provide first-line support for investor questions and updates.
- Maintain our investor portal and investor information in HubSpot, including updating personal information, distribution preferences and key documentation to ensure accuracy and compliance with internal policies and procedures.
- Coordinate the distribution and upload of documents to investors, including statements, tax documents, quarterly financials and asset updates.
- Provide general administrative assistance to the broader Investor Relations and Leadership team at Fairway America Investments, including call coordination and scheduling, and event support.
- Assist our Investments and Finance teams with various tasks to support year-end tax preparation, including tracking composite withholdings, and assisting with our semi-annual fund audit.
- Additional responsibilities as directed for the success of the team and the Company.
Skills and Qualifications
- Bachelors degree in Business Administration, or similar.
- Relevant administrative work experience (experience in real estate or private equity highly desirable).
- Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.).
- Experience with HubSpot, ClickUp and InDesign is a plus.
- Professional and friendly demeanor, with excellent communication skills, both written and verbal.
- Strong attention to detail and follow up skills.
- Strong problem solving skills.
- Proven organizational skills, and ability to handle a large volume of competing priorities.
- Additional responsibilities as directed for the success of the team and the Company.
Our Benefits
We are a values-driven organization with a competitive benefits package, including:
- Generous paid time off and nine paid company holidays.
- Company paid medical, dental, vision insurance (plus company pays 50% of premiums for eligible family members).
- Short and long-term disability, and life insurance coverage.
- Profit sharing plan.
- 401(k) plan, with company match.
- Eight weeks of gender neutral paid parental leave.
- Paid training and development opportunities.
- Small, dynamic team = massive impact!
At Fairway America we don't just accept differences, we welcome them, support them, and thrive on them for the benefit of our employees, investors, partners, and community. We are committed to building a team that represents a variety of backgrounds, perspectives, and skills. If you're good at what you do, come as you are. The more inclusive we are, the better our work will be. Fairway America is proud to be an equal opportunity workplace.
Job tags
Salary