Investor Reporting Coordinator

Full time
DOE
Locationlacounty Calendar06/10/2019   Full time DOE
Job Summary

The Investor Reporting Coordinator supports the Portfolio Performance team, which has primary responsibility for investor reporting, relationship management, watchlist coordination and portfolio analysis.   Each quarter, the Portfolio Performance team provides reports to more than 70 investors and maintains data on approximately 1500 properties.  This position requires a self-starter who is analytical, relationship-oriented, highly organized, attentive to detail and interested in the mission of the Company.  The ideal candidate should have the ability to perform multiple tasks in a fast-paced, team-oriented environment, with minimal supervision. 

Job Responsibilities
  • Support the Portfolio Performance team by producing reports and related work using Excel based and proprietary Salesforce software-based systems, and by maintaining comprehensive filing systems for investor reports and other internal reports and documents
  • Perform analysis and data entry of portfolio changes into the asset management database (Salesforce)
  • Provide administrative support to the Portfolio Performance team and/or internal staff, such as organizing annual investor review materials, coordinating and tracking general partner certifications, generating quarterly reports and uploading reports to the Enterprise investor portal as well as investor websites
  • Maintain team’s Investor Reporting Matrix (i.e., report requirements, due dates, investor contacts), as well as tickler systems for key investor asset management reporting to follow-up on time sensitive deadlines
  • Revise, run and distribute quarterly data quality and portfolio reports to internal teams
  • Schedule, coordinate and provide support for complex meetings including arrangements for materials, meeting rooms, equipment, catering, travel and related items
  • Manage the Portfolio Performance team’s calendar and work with the Vice President to track internal and external requests for information
  • Test enhancements to asset management database system (Salesforce) related to work done by the teams and interact, as needed, with the IT team
  • Develop and maintain other electronic copy filing systems related to team missions
  • Scan and upload information to electronic documentation system and investor websites
  • Make travel arrangements, assist with expense reports and process invoices
  • Assist other areas within the Company with special projects or backup support, as needed
  • Perform other duties as assigned
Qualifications
  • College degree or equivalent plus at least two years related work experience
  • Strong computer skills, thorough knowledge of MS Word, Excel, PowerPoint, Adobe and Outlook is required
  • Detail oriented approach to workflow, as IR Coordinator is involved in multiple reporting functions
  • Demonstrated oral and written communication and interpersonal skills to represent the department favorably, both internally and externally
  • Strong organizational skills and the ability to coordinate complex activities, prioritize conflicting demands, and meet deadlines in a fast-paced environment
  • Familiarity with the Low Income Housing Tax Credit program and the affordable housing industry preferred
  • Must be highly motivated, able to work independently, solve problems and committed to improving current systems, processes and tools
  • Must demonstrate strong ethics in interpersonal relations and work as an effective collaborative team member across Asset Management and Enterprise
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