We are seeking a detail-oriented and communicative Investor Relations Specialist to join our team. This role is pivotal in maintaining strong relationships with investors, providing exceptional customer service, and ensuring accurate and timely account management. The ideal candidate will possess excellent communication skills, attention to detail, and a keen understanding of investment processes. The Investor Relations Specialist role is ideal for recent graduates or individuals with 0-3 years experience in client relations or financial services and offers significant growth opportunity. This position is on-site with the potential for a hybrid work arrangement.
**Key Responsibilities:**
- **Investor Onboarding:** Collaborate with investors to facilitate the seamless onboarding of new accounts. Guide investors through the account setup process, ensuring all required documentation is completed accurately and efficiently.
- **Account Management:** Address investor inquiries promptly and professionally, both over the phone and in person. Assist investors with updates and changes to their accounts, ensuring accuracy and compliance with established procedures.
- **Reporting Support:** Contribute to end-of-month and end-of-year reporting processes. Gather and organize data to generate comprehensive reports for internal and external stakeholders. Ensure accuracy and timeliness in all reporting activities.
- **Third-Party Collaboration:** Coordinate with third-party administrators to ensure the proper onboarding of accounts and accurate data entry. Monitor data integrity and collaborate to rectify any discrepancies or issues that arise.
- **Communication Excellence:** Communicate effectively with investors, both verbally and in writing. Address inquiries, concerns, and requests with professionalism and clarity. Build and maintain positive relationships with investors to enhance overall satisfaction.
- **Detail-Oriented Approach:** Display meticulous attention to detail when handling investor accounts and documents. Perform thorough reviews to ensure accuracy and compliance at all stages of account management.
**To be considered, applicants must be located in San Diego**
**Qualifications:**
- Bachelor's degree in Finance, Business, Economics, or related field (preferred).
- Experience in Banking, Wealth Management or Financial Services Industry (0-3 years preferred)
- Proven experience in investor relations, financial services, or related roles (preferred).
- Exposure to investment processes and basic financial reporting
- Exceptional verbal and written communication skills.
- Proficiency in using relevant software and tools for reporting and account management.
- Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
- Detail-oriented mindset with a commitment to accuracy and compliance.
- Customer-focused attitude and a demonstrated ability to deliver excellent service.
**Benefits:**
- Competitive salary and performance-based incentives. Entry base range $55,000-65,000 depending on experience.
- Comprehensive benefits package including health, dental, and retirement plans.
- Opportunities for professional growth and development.
- Collaborative and inclusive work environment.
- Flexibility in work arrangements, including a hybrid in-office and remote setup and schedule availability.
About TaliMar Financial
TaliMar Financial is a mortgage REIT that specializes in providing short term investment loans to real estate investors and operators. Our goal is provide our borrower clients a consistent source of capital for their real estate transactions our investors a transparent investment platform.
If you are a dedicated and detail-oriented professional with a passion for investor relations and exceptional customer service, we invite you to apply for the Investor Relations Specialist position. Join our team and play a crucial role in maintaining strong investor relationships and ensuring the accuracy and efficiency of account management processes.
**To be considered, applicants must be located in San Diego**
**Qualifications:**
- Bachelor's degree in Finance, Business, Economics, or related field (preferred).
- Experience in Banking, Wealth Management or Financial Services Industry (0-3 years preferred)
- Proven experience in investor relations, financial services, or related roles (preferred).
- Exposure to investment processes and basic financial reporting
- Exceptional verbal and written communication skills.
- Proficiency in using relevant software and tools for reporting and account management.
- Ability to manage multiple tasks, prioritize effectively, and meet deadlines.
- Detail-oriented mindset with a commitment to accuracy and compliance.
- Customer-focused attitude and a demonstrated ability to deliver excellent service.
TaliMar Financial is a hard money lender based in San Diego, CA. Since 2008, TaliMar Financial has funded over 675 loans totaling more than $275 million. Our lending platform was designed for real estate investors seeking Fix and Flip, Fix and Hold, Bridge, and New Construction financing.
TaliMar Financial currently services an active loan portfolio of over $50 million through its trust deed investment platform and TaliMar Financial Income Fund I, our mortgage fund. Our systematic approach to identifying lending opportunities and using technology to enhance our servicing capabilities has made TaliMar Financial the preferred lender for real estate investors.
