– Investor Onboarding: Collaborate with investors to facilitate the seamless onboarding of new accounts. Guide investors through the account setup process, ensuring all required documentation is completed accurately and efficiently.

– Account Management: Address investor inquiries promptly and professionally, both over the phone and in person. Assist investors with updates and changes to their accounts, ensuring accuracy and compliance with established procedures.

– Reporting Support: Contribute to end-of-month and end-of-year reporting processes. Gather and organize data to generate comprehensive reports for internal and external stakeholders. Ensure accuracy and timeliness in all reporting activities.

– Third-Party Collaboration: Coordinate with third-party administrators to ensure the proper onboarding of accounts and accurate data entry. Monitor data integrity and collaborate to rectify any discrepancies or issues that arise.

– Communication Excellence: Communicate effectively with investors, both verbally and in writing. Address inquiries, concerns, and requests with professionalism and clarity. Build and maintain positive relationships with investors to enhance overall satisfaction.

– Detail-Oriented Approach: Display meticulous attention to detail when handling investor accounts and documents. Perform thorough reviews to ensure accuracy and compliance at all stages of account management.

Additional Responsibilities:

• Manage and enhance the investor CRM database, ensuring accurate organization and effective communication workflows.
• Create compelling presentation materials for internal and external audiences to support fundraising efforts.
• Develop and execute strategic investor outreach campaigns, including timely follow-ups.
• Collaborate with senior leadership to identify, establish, and nurture relationships with new HNW individuals,
• Assist senior leadership in maintaining and expanding relationships with existing and potential investors.
• Work closely with asset management, finance, and accounting teams to prepare and distribute monthly reports for investors.

Who You Are:

• Financially Insightful: You approach data with a discerning eye, ensuring accuracy and relevance. Your critical thinking and data-driven mindset help you make decisions that positively influence financial outcomes.
• A Skilled Communicator: You possess strong verbal, written, and interpersonal communication skills, including public speaking and presentation expertise. You’re comfortable engaging senior leaders and institutional investors with confidence.
• A Multitasking Expert: You excel in a fast-paced environment, balancing multiple priorities and meeting deadlines without missing a beat.
• Results-Driven: Your internal motivation and strong work ethic set you apart. You’re prepared to roll up your sleeves and tackle challenges head-on to deliver impactful results.

Qualifications:

– Bachelor’s degree in Finance, Real Estate, Economics, or a related field.

– 1-3 years of experience in real estate, private equity, finance, or banking, including internships or related roles.

– Experience interacting with institutional clients or HNW investors.

– Proficiency with Microsoft Office Suite.

Benefits:

– Competitive salary and performance-based incentives. Entry base range $60,000-75,000 depending on experience.

– Comprehensive benefits package including health, dental, and retirement plans.

– Opportunities for professional growth and development.

– Collaborative and inclusive work environment.

About TaliMar Financial

TaliMar Financial is a mortgage REIT that specializes in providing short term investment loans to real estate investors and operators. Our goal is provide our borrower clients a consistent source of capital for their real estate transactions our investors a transparent investment platform.

This role offers a dynamic and rewarding opportunity to build and maintain relationships with key investors, while playing a pivotal role in the company’s growth and success.