investor relation services specialist in norfolk

alyssa crnkovich, tatum executive services
job type
US$ 55,000 - US$ 65,000 per year
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job details

norfolk, virginia
job category
Accounting & Auditing
job type
working hours
9 to 5
US$ 55,000 - US$ 65,000 per year
2 Years
reference number
alyssa crnkovich, tatum executive services

job description

job summary:

One of my clients in the Waterside District is looking to add an Investor Relations Specialist to their team! This position is responsible for maintaining relationships with investors throughout the life cycle of their investments. The ideal candidate with have great customer service skills and relationship building skills and should be well versed in Microsoft Excel.

location: Norfolk, Virginia
job type: Permanent
salary: $55,000 - 65,000 per year
work hours: 9 to 5
education: Bachelor's degree
experience: 2 Years
  • Tracking investors coming into deals and commitment amounts
  • Sending, tracking, reviewing for compliance and follow-up on subscription documents
  • Creating and maintaining database investor information
  • Tracking payments due and paid by investors
  • Following up on past due payments
  • Finalizing the raise and providing to Partnership Accounting
  • Completing reports on past due investors and documents.
  • Compiling investor information kits
  • Providing various correspondence and information to investors by email and mail.
  • Assisting others in Investor Relations and Business Development executives by providing requested information and/or materials.
  • Providing phone and email support to executives.
  • Assisting in the preparation of fund presentation events
  • Recordkeeping, organization, import and export of tax documents and correspondence
  • Other duties, as assigned
  • Bachelors' Degree in Business, Finance or related field or equivalent experience
  • 2 - 4 years' experience assisting and interacting in a business development, investment, legal services and/or similar environment
  • Proficiency in Microsoft Excel

If you or anyone you know may be interested, please email Alyssa Crnkovich at Thank you!

skills: Excel

Equal Opportunity Employer: Race, Color, Religion, Sex, Sexual Orientation, Gender Identity, National Origin, Age, Genetic Information, Disability, Protected Veteran Status, or any other legally protected group status.

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