Associate, Investor Relations

Associate, Investor Relations

Under the direction of the Managing Director, Investor Relations, the Associate, Investor Relations is primarily responsible for supporting capital raising, client retention and consultant relations efforts for National's fund offerings. Key responsibilities include performing competitive analysis; researching prospects creating, maintaining and refining marketing materials, including pitch decks, due diligence questionnaires (DDQs) and offering memoranda; serving as a product expert within the Investor Relations team; participating in investor pitches and account reviews; preparing and reviewing RFP responses; crafting investor communications; and collaborating with Portfolio Management, Investor Relations, Marketing, Research, Compliance and members of senior management to help meet National's capital growth objectives. The Associate demonstrates strong financial literacy, sound judgment, creativity and leadership while operating in a fast-paced, highly collaborative environment.

Essential functions include supporting capital raising, client retention and consultant relations efforts for National Real Estate Advisors as a product specialist. Perform competitive analysis and market research to position fund offerings effectively with prospects, clients and consultants. Create, maintain and refine marketing materials including pitch decks, DDQs offering materials and other product collateral. Research prospective investors and help prepare Investor Relations and Portfolio Management team members for introductory meetings. Collaborate with placement agents in maintaining a pipeline of opportunity, planning road shows and coordinating outreach to prospective investors. Serve as a product expert within the Investor Relations team, maintaining fluency in our strategies, portfolio composition, market positioning and key investor considerations. Draft investor communications and assist Portfolio Management with quarterly updates, investor letters, meeting follow-ups and other communications regarding fund activity, performance and strategy. Help coordinate and execute periodic, fund Limited Partner Advisory Committee meetings. Participate in investor pitches, consultant meetings and account reviews. Assist with the client on-boarding and documentation process. Collaborate with Portfolio Management, Investor Relations, Marketing, Research, Compliance, and senior management to ensure materials and communications support National's capital growth objectives and satisfy internal review requirements. Demonstrate commitment to and abide by National's Regulatory Compliance Manual and Code of Ethics. Periodic overnight travel is required on an as needed basis to attend meetings, complete research, and participate in other special events.

Other duties and responsibilities include assisting with special projects as directed. Keep abreast of market conditions, industry news, and regulatory issues; continue professional development as appropriate. Strict adherence to the terms and provisions as detailed in National's Employee Handbook. Complete compliance with National's Regulatory Compliance Manual, Code of Ethics and underlying compliance policies and procedures. Must demonstrate commitment to National's pragmatic stewardship approach in daily business activities, including meeting our overarching fiduciary responsibilities and whenever feasible, incorporating energy and resource conservation practices to produce more profitable results for our clients. Perform other duties as assigned.

Qualifications include a bachelor's degree in finance, accounting, economics or related field is required. Post graduate work (MBA, CFA, CAIA or equivalent professional designations) will be preferred. Three to five years of working experience with a strong preference for capital markets, investor relations, real estate, infrastructure, private equity and investment management experience. Strong analytical, critical thinking and communication skills with the ability to understand and clearly articulate investment strategy, performance, competitive positioning and market considerations. Proficiency at an intermediate level of Microsoft Office Suite in Excel, Power Point, Outlook and Word is required. Comfort, proficiency and willingness to leverage platform approved Al tools to accomplish objectives and operate more efficiently. Must be self-motivated, possess a strong work ethic and demonstrate problem-solving, communication, interpersonal and teamwork skills. The ideal candidate will bring a strong blend of financial literacy and capability, creativity, competitive drive and a commitment to team success.

This job primarily operates in a clerical, office setting. This role routinely uses standard office equipment such as computers and phones. It is a sedentary role in a professional environment; however, incumbent is required to regularly walk, sit, talk and/or hear, reach with hands and arms.

National Real Estate Advisors