About Waterton

Waterton has grown from very humble beginnings with one phone and two desks to the successful, nationally recognized real estate investment and management firm it is today. As Waterton has evolved and grown, one thing has remained constant - the drive to achieve results by exceeding expectations. For 25 years Waterton remains passionate about delivering an incredible Resident Experience, which we believe is made possible by offering an extraordinary experience for our talented associates. We value performance that delivers experiences that exceed expectations, coupled with an unwavering commitment to Investor, Guest, and Resident service excellence. Overall we are a collection of people who strive daily to “find the good and leave it better”. 

Job Summary

The Senior Investor Relations Analyst is responsible for supporting day-to-day investor relations and marketing efforts across both existing and prospective investors and consultants.

Your Impact and Job Responsibilities

• Responsible for developing and maintaining marketing materials (fact sheets, case studies, pitch books) to market the Company and its capabilities.
• Analyzes and translates internal data and market intelligence into narratives to highlight the Company’s competitive advantages.
• Responsible for due diligence efforts through preparation and coordination of Due Diligence Questionnaires (DDQs), tracks record materials and any ad hoc data requests.
• Responsible for compiling and maintaining approved responses, and drafts, while coordinating new responses and approvals from subject matter experts.
• Prepares monthly, quarterly and special investor reports and ensure accuracy and consistency.
• Leads and collaborates with external consultant on the coordination and reporting of the Company’s ESG results across investor/consultant requests.
• Collaborate on tracking of firm-wide information such as assets under management, transaction activity, deal and firm level performance and capital raise
• Support management of fundraising and reporting data room to ensure proper user access and updates.
• Support on-going investor relations for existing investors and onboarding experience.
• Other projects as assigned.

What You’ll Bring- Desired Skills and Experience

• Bachelor's degree in business, finance, economics, or equivalent experience preferred
• Ideally a minimum of 2-5 years of experience in an investor relations and/or fundraising support role at an investment management firm, preferably in real estate or private equity or at a placement agency in a project management role 
• Intermediate to advanced skillset with Microsoft Office to include Excel, PowerPoint, and Word 
• Familiarity and an eye for presentation aesthetics, design capabilities a plus 
• Strong organizational skills, able to manage multiple priorities, and work comfortably in a fast-paced environment while remaining positive, flexible, and efficient
• Ability to look at the big-picture, focused on tactical aspects of the job, with an emphasis on schedule and quality 

How we will recognize and reward you:

At Waterton, we recognize that compensation and benefits are important not only to our associates but to their families as well. We offer a wide variety of rewards to meet everyone’s needs including:

• Competitive compensation and incentive program participation
• Full suite of benefits, including Medical, Dental, Life, Disability, and even pet insurance
• 401k math
• Generous paid time off, volunteer time off, and paid holidays
• A commitment to life-long learning through learning plans that include internal and external trainings, as well as consideration for tuition reimbursement.
• Employee discounts and wellness initiatives, like an onsite gym.
• Hybrid work environment (based on business or position needs)

Waterton welcomes all.

Waterton is an equal opportunity employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.