Investor Relations Representative, Private Equity

Position Type:
Full-time/Regular

Reports to:
Investor Relations Manager, Private Equity

Job Location:
El Segundo, CA

Position Overview
Support the Investor Relations Department with subscription and closing processes including document preparation and dissemination. Field closing-related inquiries from financial advisors and investors. Aid with post-closing investor communications including distribution information and periodic reporting for all private equity programs (DST and QOF).

Essential Duties and Responsibilities
All areas of responsibility listed below are essential to the satisfactory performance of this position by any/all incumbents, with reasonable accommodation, if necessary. Any non-essential functions are assumed to be other related duties.

  • Provide support to the Investor Relations Department with investment processing, ensure subscriptions are in good order, flag outstanding items for follow-up.
  • Professionally provide verbal and written follow-up to investors and financial advisors, answer questions related to operational policies, and investment and closing processes; route inquiries to appropriate department(s) when necessary.
  • Assist with the coordination and dissemination of investor welcome letters, closing communications, distribution confirmations, and periodic reporting.
  • Help prepare internal closing documentation including beneficial ownership certificates and closing statements.
  • Coordinate completion of investor OFAC checks and advisor broker checks as appropriate and applicable.
  • Partner with marketing to ensure kits are fulfilled and recorded compliantly.
  • Assist with internal report preparation including kit request reports and daily subscription reports.
  • Provide clerical aid including investor mailings, filing and document organization.

Qualifications and Experience
The ideal candidate will have the following qualifications and experience:

  • 2-4 years of experience in financial industry. Experience in Operations or Customer Service capacity.
  • BA/BS degree preferred, but not required; High School diploma required and/or equivalent combination of education and experience. Previous experience working with financial advisors, broker dealers and investors.
  • Understanding of the financial service or investment banking environment. Understanding of the 1031 Tax Deferred Exchange and knowledge of Real Estate Investment Trust (REIT) Industry a plus.
  • General knowledge of all MS Office applications specifically Excel, Word, PowerPoint and Outlook.

To apply for this position, please email your resume to: imadden@griffincapital.com

Griffin Capital Corporation is an Equal Opportunity Employer.