Interested and qualified candidates, please submit your resume:

Sierra Olney | Sierra@kelleraugusta.com | 617.247.0505

Lindsey Stokes | Lindsey@kelleraugusta.com | 617.247.0505

Category:Asset Management Acquisitions/Originations 

Investor Reporting Associate

Boston, MA

JOB DESCRIPTION

The Investor Reporting Associate, under the direction of the Investor Reporting Manager will be responsible for all aspects of investor servicing and reporting for the company.

Essential Functions:

  • Process audit confirmations
  • Process investor information requests
  • Update investor databases
  • Process Fund performance questionnaires
  • Process Fund debt questionnaires and summaries
  • Process capital call notifications
  • Process distribution memos
  • Research and respond to investor information requests
  • Update consultant databases on a quarterly basis

Investor Reporting:

  • Prepare Portfolio Update section of quarterly and annual report
  • Prepare Investor Letter for quarterly and annual report
  • Coordinate the processing and distribution of the quarterly reports
  • Prepare investor annual meeting presentation materials and provide support
  • Prepare and update Fund Performance Summaries

Asset and Portfolio Management:

  • Prepare Investment Summary for acquisitions
  • Provide updates and analysis
  • Multifamily industry benchmarking

COMPANY OVERVIEW

Our client is a real estate investment management company known for its vertically-integrated platform and experience in the multifamily sector.

QUALIFICATIONS

  • Bachelor’s Degree
  • 2+ years of real estate experience
  • Knowledge of investment concepts and metrics as they relate to multifamily real estate
  • Understanding of fund management, investor reporting and communication
  • Excellent computer skills; proficiency with Microsoft Suite of products
  • Ability to apply principles of logical thinking to define problems, collect pertinent data, establish facts, draw valid conclusions and initiate appropriate course of action