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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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