Director of US Investor Relations
Company: Walton Global
Location: Scottsdale
Posted on: August 2, 2022
Job Description:
Becoming part of the Walton Group of Companies means loving your
job and believing in the company you work for. That's the Walton
experience. Walton is an organization you can grow your career
with. With over 43 years of experience, we have grown to be one of
North America's leading real estate asset management and investment
firms. -Walton is currently looking for a full-time Director of US
Investor Relations for our office in Scottsdale, AZ. This
successful candidate will be reporting directly to the Chief
Operating Officer.
Responsibilities - -
- Management and oversight of the Investor Relations/Investor
Services department; ensures the team is meeting all objectives
pertaining to reporting, quality, compliance, regulations,
productivity, client service, budget, and project management -
- Oversees investor reporting and communications; develops
compelling and appropriate messaging for the investment community
and ensures communications are disseminated promptly, efficiently,
and in accordance with all regulations
- Nurtures relationships with clients and investors, including
handling requests for information; implements strategies to ensure
the organization's relationships reflect positively on the company;
develops and maintain positive relationships with clients/investors
and/or the general financial community
- Develops a deep understanding of company business and
operations, project financial performance and strategies through
fact-finding with key company executives and department heads;
monitors changes and trends in relevant investment markets and
determines appropriate responsive strategies -
- Manages relationship with Transfer Agent and Call Center,
Phoenix American Financial Services, as well as relationships with
custodian partners - -
- Maintains knowledge on current and emerging developments and
trends for investment opportunities, assesses the impact, and
collaborates with executive/senior management to incorporate new
trends and developments in current and future strategies -
- Establishes the Investor Relations organizational goals,
objectives, and operating procedures -
- Handles incoming calls, primarily escalations and complaints
and follows protocol for escalating and documenting cases. - - -
-Additional Responsibilities -and Duties -
- Manages investor and advisor database/CRM - -
- Conducts business with the highest standards of personal,
professional, and ethical conduct -
- Performs and assist with duties, as required, to maintain
workflow and meet deadlines -
- Notifies management of obstacles or operating problems
requiring the need for additional support and/or supplies -
- Participates in meetings and workgroups to acquire and maintain
necessary levels of knowledge relating to business developments,
industry requirements, policies, and regulatory guidelines;
collaborate on projects and communicate issues -
- Assists with any legal requests and inquiries -
- Perform tasks, special projects and other duties as assigned
-
-Qualifications -
- Bachelor's degree and/or minimum of ten (10) years of investor
relations, real estate, land development or other relevant
experience - -
- Work independently in a fast-paced, dynamic team environment,
dealing with multiple inquiries
- Ability to handle direct inquiries from clients and resolve
client matters
- Proven understanding of the real estate and land investment
industry, a plus
- Develop and maintain positive relationships with a diverse
group of internal contacts at all levels of the organization,
existing and prospective investors and advisors - -
- Proven ability to develop a sense of credibility within the
investor community and the organization's management team -
- Excellent interpersonal communication skills and the ability to
explain complex topics in a clear, simple, and concise manner -
-
- Exceptional attention to details combined with strong
organizational skills, follow-through, and discretion - -
Keywords: Walton Global, Scottsdale , Director of US Investor Relations, Executive , Scottsdale, Arizona
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