About TA Realty LLC

Founded in 1982 and one of the largest real estate investment firms in the nation, TA Realty LLC has acquired, invested in, and/or managed over $30 billion of real estate on behalf of hundreds of U.S. and non-U.S. institutional investors and clients. Leveraging deep expertise in acquiring, developing, managing, and selling real assets in the U.S., we focus on delivering value to investors and communities through a combination of value-add closed-end, core open-end, and customized separate/advisory account strategies.

TA Realty manage value-add closed-end, core open-end and customized separate/advisory accounts investment vehicles for U.S. and non – U.S. investors. 

For more information visit: www.tarealty.com

Description

TITLE:   Analyst, Investor Services

REPORTS TO:   Director, Investor Services

GROUP:   Investor Relations

• Respond to consultant and investor inquiries, correspondence, and information and data requests in a timely manner across multiple product lines, coordinating with multiple teams.
• Work directly with senior portfolio management and business development teams to update presentations and other marketing materials for current investor updates and potential investors.
• Coordinate quarterly and annual investor reporting and deliverables for the Firm’s products, working across teams.
• Manage the coordination of investor closings into Firm products, including working closely with external legal counsel and third-party administrators (if applicable) to coordinate investor subscription documents and limited partnership agreements. 
• Work closely with the Compliance team to ensure marketing materials comply with SEC and other regulatory requirements.
• Track, monitor and respond to questions sent to the Investor Services mailbox; assist with various communications to investors when needed.
• Maintain tracking spreadsheets and ensure deadlines are met.
• Consistently record all key information regarding investor activities in the Firm CRM.
• Various ad-hoc and special projects as requested.

Requirements  

• Bachelor’s degree in accounting, finance, marketing and/or a related field is strongly preferred, with demonstrated strong academic performance and extracurricular involvement 
• 2-4 years of progressive experience working in Investor Services
• Solid business acumen and understanding of financial terminology; experience in Real Estate is a plus but not required
• Advanced technical experience, proficient in Outlook, Excel, PowerPoint, Adobe, Publisher
• Knowledge of investor documentation, including subscription agreements and limited partnership agreements
• Excellent written and verbal communication skills
• Diligent attention to detail and accuracy
• Strong project management and organizational skills; ability to prioritize and multitask short and competing deadlines
• Excellent interpersonal skills with a collaborative work style; extremely flexible, adaptable, a self-starter with the ability to work autonomously and in a team environment
• Positive and enthusiastic demeanor with excellent client service skills
• Ability to assess issues, gather information, solve issues and report when necessary