Investor Accounting & CRM Specialist (IMS Platform)

Job Type


Full-time

Description

Lion Real Estate Group is seeking a detail-oriented and analytical Investor Accounting & CRM Specialist to join our Accounting & Finance team in Sherman Oaks, California . This role is ideal for someone who thrives in a fast-paced real estate investment environment and enjoys combining accounting precision with investor data management and reporting.

Reporting directly to the VP of Accounting/Finance, this position plays a critical role in maintaining investor financial records, supporting investor reporting processes, and managing investor data within the IMS platform.

If you enjoy working behind the scenes to ensure accuracy, organization, and an exceptional investor experience - we'd love to hear from you.

What You'll Do

Investor Accounting & Financial Support

• Track and reconcile investor capital activity, including contributions and distributions
• Maintain investor capital account records and ownership data
• Assist with investor-related accounting reconciliations and reporting schedules
• Support month-end and quarter-end close processes tied to investor activity
• Coordinate with Accounting leadership to ensure investor reporting aligns with finalized financials

IMS Platform & Investor Data Management

• Serve as a primary administrator of the IMS investor platform
• Maintain accurate investor profiles, investment records, and entity structures
• Upload investor reports, notices, K-1s, and supporting documentation to the investor portal
• Manage investor access and document workflows within IMS
• Troubleshoot and resolve data discrepancies between systems

Investor Reporting & Coordination

• Assist in preparing and distributing:
  • Capital call notices
  • Distribution notices
  • Quarterly investor reporting packages
• Support tax document coordination and K-1 distribution processes
• Respond to internal requests related to investor data and reporting

Cross-Functional Collaboration

• Partner closely with Accounting, Capital Markets, and Asset Management teams
• Help improve reporting workflows and investor data processes
• Support fundraising and investor communication efforts through accurate CRM management

Why You'll Love Working Here

• Opportunity to work directly with executive leadership and ownership teams
• Exposure to multifamily real estate investments and investor operations
• Collaborative and entrepreneurial environment where your contributions matter
• Fast-growing organization with opportunities for long-term career growth
• Competitive compensation and benefits package

Benefits Offered:

• Medical Insurance (77% of employee/dependent premium paid by Lion)
• Dental Insurance (99% of employee premium paid by Lion)
• Vision Insurance (99% of employee premium paid by Lion)
• Voluntary Plans including Life/AD&D, Accident, Critical Illness, Hospital Indemnity, and Pet Insurance
• 401(k) Retirement Savings Plan (6% Company Match)
• Paid Time Off Policies: Vacation, Sick Leave, Bereavement Leave, Holidays (New Years Day, MLK Day, Presidents Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day)
• Paid Parental Leave
• Paid Volunteer Time Off
• Employee Assistance Program
• Rewards and Recognition

Requirements

What We're Looking For

• Bachelor's degree in Accounting, Finance, or related field preferred
• 3+ years of accounting, investor reporting, fund accounting, or related experience
• Experience with IMS (Investor Management Services) strongly preferred
• Real estate, multifamily, private equity, or investment management experience preferred
• Strong Excel and reconciliation skills
• Highly organized with exceptional attention to detail
• Ability to manage confidential financial information professionally and accurately