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Investor Relations Associate

Job Description:

Want to work on the front lines for an exciting and rapidly growing startup at the crossroads of Finance, Real Estate, and Technology?  We’re looking for a candidate who is passionate about learning and in contributing to a growing business and eager to immediately add value to our Investor Relations group.  

Our Investor Relations group manages communications with our crowdfunding platform investors who invest fractionally in our commercial Real Estate loans.  Crowdfunding is an exciting and growing industry which has tremendous opportunity for growth and to define your own career path.

 

Job Duties:

  • Respond to inbound email or phone customer inquiries about the Patch of Land platform or individual investment opportunities
  • Create and manage reports and other repeatable communications with investors
  • Make outbound calls to new Investors to welcome them to the platform and answer platform-related questions
  • Develop and follow defined processes related to customer relationship management
  • Review closed loans and develop profiles for crowd investors
  • Manage prepare and launching products onto our website
  • Identify and help implement systems and processes
  • Interface with marketing department on developing effective marketing campaigns to drive new investor growth
  • Work cross-departmentally to improve communication flows, reports, and customer acquisition strategies
  • Develop and nurture relationships with high net worth individuals and institutional investors

 

Skills/Qualifications:

  • Experience working with customers in a Financial or Real Estate field
  • A bias towards action in resolving issues or open items
  • A “customer-first” attitude
  • Highly organized and detail oriented with ability to multi-task
  • Efficient and effective at written and verbal communication
  • Ability to stay calm and even-keeled working with a wide range of personality types
  • Ability to be professional communicating with high net worth individuals and institutional clients
  • Team player who can work in the details towards the end goal
  • Ability to work in a lean, action-oriented start-up environment
  • Advanced Excel skills preferred
  • Bachelor’s degree in Communications, Business, or Marketing preferred
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