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Investor Relations – Analyst/Associate

Elion Partners
Published
July 25, 2022
Location
3323 NE 163rd Street, Suite 600, Miami, FL 33160, Miami, Florida
Category
Job Type
City
Miami
State
  • Florida

Description

Elion is currently seeking a full-time, experienced Investor Relations professional to be located in its Miami office. This is a client services role and will report directly to the Managing Director of Capital Markets. The primary functions will be supporting all aspects of investor services and investor relations areas of the division. This role will provide an opportunity for client-facing engagement and will require providing ongoing day-to-day support to and conducting various tasks concerning Elion’s institutional and private wealth investment partners. The ideal candidate must work well in a team-driven environment, be a self-starter, and detail and process-oriented. This is a role with growth opportunity and the ability to gain exposure to various areas of the investor relations function and the Firm.


About Elion:

Elion Partners, LLC (“Elion”) is a vertically integrated real estate investment management firm primarily focused on the industrial logistics sector.  Founded in 2010 and headquartered in Miami, Florida, Elion acts as both a fiduciary and operator. The firm is led by a well-diversified, dedicated team with experience in investing, asset management and real estate operations. Over the past 12 years, Elion has managed $3.4 billion in gross real estate assets across its investment platform, including two fully cycled closed-end real estate funds, and has invested in more than 168 properties. Elion is a meritocracy, fostering an entrepreneurial culture focused on collaboration, inclusion, and social responsibility to deliver on our commitment to investment excellence and service to our investment partners.

The firm was recognized as a Best Places to Work in Money Management by Pensions & Investments in 2020 and 2021. Candidates with a team-driven approach who possess a commitment to diversity, equity and inclusion will be well-aligned with Elion’s goals.

Primary Responsibilities:

  • Cultivate and enhance new and existing client relationships through strong and effective communication with clients, processing client requests, resolving inquiries, providing guidance in a timely manner and making sure key information and documentation remains current for all investor accounts
  • Liaise with Legal and Technology teams to manage and enhance the onboarding and subscription process for domestic and offshore investors through Elion’s proprietary technology, Elion Intelligence (“E.I.”)
  • Issue quarterly reports, capital account statements and yearly tax reporting to investors
  • Review and process investor assignments, contact changes, and account changes
  • Manage anti-money laundering document collection and processing, and follow up with investors for missing information, if necessary
  • Assist with the organization and utilization of the investor reporting portal
  • Coordinate and drive content for annual investor meetings, LPAC meetings and other LP events
  • Coordinate and drive content for the Environmental, Social and Governance (ESG) marketing efforts with investors
  • Communicate with Elion’s strategic advisors to lead internal process improvements and enhance best practices
  • Keep abreast of market conditions, industry news and other issues impacting business development
  • Assist in developing marketing and fundraising materials, including pitch books, campaign teasers, offering memorandum, competitor information, prospect pipelines, among others for investors
  • Work closely with Fund Accounting and Tax teams to generate and distribute capital call and distribution notices, and manage all investor-facing capital activity events
  • Handle all aspects of client account data requests which involve facilitating requests with internal teams including capital markets, portfolio management, real estate operations, finance, and legal/compliance
  • Identify, develop, and document operational procedures for ongoing fund maintenance and investor services and recommend best practice and process improvements

Preferred Qualifications:

  • Bachelor's degree with 1+ years of client service, investor relations, or related function at an alternative asset manager or real estate private equity firm
  • AML/KYC, accounting or operations experience in the financial services industry is a plus
  • Investor-oriented mindset
  • Must be a self-starter with attention to detail and excellent organization and customer service skills
  • Ability to multi-task in a fast-paced environment and manage multiple clients
  • Ability to effectively maintain databases, keep accurate to-do lists and follow up with all investor requests
  • Exceptional interpersonal and communication skills
  • Must be a team player with the ability to problem solve and take initiative
  • Proficient in Microsoft Office Suite (specifically Word and Excel)
  • Elion has an internal methodology encompassed in The Elion Way ("TEW") that drives every interaction, transaction, or initiative. TEW is rooted in Elion's corporate culture built on ethics, trust, and transparency; candidates should possess similar values

Compensation & Location

  • Annual compensation and discretionary bonus are commensurate with experience
  • The position is located in Elion’s Miami Office

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