Investor Relations Associate Arixa Capital
Company: Frontall USA LLC
Location: Los Angeles
Posted on: November 1, 2024
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Job Description:
Arixa is seeking an Investor Relations Associate to support the
Company's growth and development as a leading alternative
investment manager specializing in private real estate credit.
Arixa is truly differentiated in real estate lending. Arixa is both
an investment manager and a lending platform. As a lender, Arixa's
competition is almost exclusively lenders who do not manage
discretionary funds. This allows Arixa to customize solutions for
borrowers without special approvals from distant committees or
boards of managers that don't understand our business.
In its capacity as a fund manager, Arixa operates investment funds
that provide investors with the opportunity to participate in a
diversified portfolio of first-position real estate loans to
residential developers. The funds are a fixed income alternative
focused on preserving principal and delivering consistent income.
We deliver a higher rate of return than is typically available in
traditional fixed-income asset classes. These funds are
uncorrelated to the public markets and over 14 years of operation
have not recorded a negative return in any period.
Arixa investor clients include high net worth individuals as well
as top-tier institutional investors.
Organizational health is a top priority. In 2018 Arixa undertook an
exercise to place organizational health at the center of its
business model. We developed a playbook that incorporates input
from every Arixa team member, making sure that we remain aligned,
and everyone knows what is most important - covering our mission,
our values, and our top priorities each year.
More information on Arixa can be found online at .
Job Description
Arixa Capital is seeking a diligent and detail-oriented Investor
Relations Associate to manage the administration of our investment
funds. Reporting to the Director of Investor Relations, the
Associate will play a crucial role in delivering exceptional
service to investors, potential investors and key stakeholders.
This position requires a meticulous focus on managing
administrative tasks related to investor reporting, supporting and
responding to investor inquiries, administrating the investor
database, and keeping flawless records and accounting entries. The
incumbent will act as a point of contact for investor
administrative requests, responding accurately and professionally,
tracking investor commitments, logging investor communications in
Salesforce, escalating investor requests as appropriate, and
ensuring Arixa's hard earned reputation for precision and
client-centered service remains beyond reproach.
Summary of Primary Responsibilities:
While not an all-inclusive list of responsibilities, the Investor
Relations Associate will be responsible for:
Investor Relations:
Managing the onboarding process for new high net worth investors,
including subscription and legal compliance.
Collecting and maintaining confidential new investor documentation,
including sensitive and confidential tax information, supporting
documentation, and verification of accredited investor status.
Creating accurate investor profiles in Arixa's investor management
system, with investment, banking, contact, and tax information.
Updating information as needed, including tracking / reporting
changes to investment options, and any changes to contribution,
redemption, and other related information.
Ensuring adherence to internal and external timelines and standard
operating procedures.
Investor Reporting:
Maintaining daily report tracking new investments and
redemptions.
Distribution of accurate monthly reporting to custodians and
investment advisors.
Accurate distribution of investor reports, statements, tax
documents, and other disclosures by or before set deadlines (under
the guidance of the Director of Investor Relations).
Creation and distribution of ad hoc reporting, including creating
reports via Salesforce or other software platforms.
Daily entry of investor-related transactions into accounting
systems and reconciliation of subscription funds.
Special Projects
Work with other internal teams on special requirements or projects.
Remain current with changing investor relations best practices,
particularly in financial and lending services for real estate.
Desired Skills and Qualifications
Detail-oriented, collaborative, and highly organized.
Proficiency in managing databases and administrative tasks.
Ability to handle multiple tasks and prioritize effectively.
4-7 years of experience in high-touch service environment,
demonstrating meticulous attention to detail in reporting and
administrative tasks.
Previous experience within an investment advisory firm or an
investment management firm is a plus, however candidates with
relevant experience in other industries are encouraged to
apply.
Strong Excel skills, with a proven proficiency in Microsoft Office
applications.
Strong oral and written communication skills.
Desired Qualities
A customer service orientation: We seek someone who genuinely
enjoys helping investors and achieving high quality results with
consistent execution.
Empathy: The ability to connect with investors and understand their
needs and feelings, especially in challenging situations
Teamwork: Understanding that we are here to support each other in
service to the company as well as in service to each other so that
we all succeed and achieve professional fulfillment.
Intellectual curiosity: A natural desire to learn, understand, and
navigate the idiosyncrasies, complexities, and nuances of investing
with Arixa.
Critical thinking: Being systematic about defining, anticipating,
disaggregating and solving problems in a holistic and
forward-thinking way that balances investor needs with benefits to
Arixa.
Compensation
This LA-based position requires in-office work four (4) or more
days per week, to ensure close alignment among all team
members.This position is exempt full time, with salary range:
$70,000 - $110,000, depending on experience level, plus
discretionary bonus potential.
Benefits
The employee is eligible for the following benefits:
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Keywords: Frontall USA LLC, Lakewood , Investor Relations Associate Arixa Capital, Other , Los Angeles, California
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