Investor Service Associate
About Faropoint:
People. Relationships. Technology.
These are the three pillars that have made our group among the fastest-growing industrial real estate private equity companies, and one of the 50 largest owners in the U.S.
People: We are constantly seeking driven and intelligent people to help facilitate our exponential growth. The people in our company feature a specific culture and DNA – We move fast, are very agile, but also very thorough and data driven. Working at Faropoint will be in a dynamic environment that would be exciting and highly beneficial for your career.
Relationships: Our employees, partners, investors, and other stakeholders are always top of mind. Since we are consistently growing, there are always new opportunities for career advancement and new relationships to foster. The shoes that need filling just get bigger and bigger. All you need to do is demonstrate initiative and lead, and we will be right there next to you to support and help think through complex challenges. Within a relatively short period of time, you will witness that we trust your judgment to make big decisions on behalf of Faropoint and our business partners, as well as take charge of large projects and initiatives. That is the kind of relationship we have with our employees. We know our expectations are high, and we offer a competitive compensation package accordingly.
Technology: We continuously implement technological solutions to increase efficiency, transparency, and accuracy across our business units. Real Estate is considered a ‘conservative’ industry with common practices that do not always fit 21st century needs. Working at Faropoint will allow you to gain exposure to new, cutting-edge technology tools that provide us the ability to run fast, streamline processes, and add value to all stakeholders.
About the Role:
As an Investor Service Associate, you will be at the forefront of providing exceptional service to our investors. You will manage investor inquiries, oversee onboarding, and assist in reporting while ensuring compliance and accuracy. Your ability to communicate effectively and collaborate across teams will be essential in delivering a seamless experience for our investors. This role offers a chance to engage with high-profile investors, contribute to Faropoint’s growth, and be a part of a forward-thinking, innovative company.
Responsibilities:
Investor Services:
- Serve as the main point of contact for investors, addressing inquiries related to investment structure, tax matters, reporting, and system support.
- Collaborate with Finance, Investments, Legal, and Administration to gather accurate information and provide thorough responses.
- Manage and respond to investor inquiries within defined service level agreements (SLAs), ensuring professionalism and respect with all investor communications, including institutions, family offices, and high-net-worth individuals (HNWI).
Onboarding:
- Oversee the investor onboarding process, ensuring a premium, service-oriented experience.
- Collect, verify, and maintain accurate data in the company’s database.
- Partner with Fund Administration, Legal, Tax, and Compliance teams to ensure seamless processing of onboarding, KYC, and AML requirements.
Reporting:
- Work closely with the Product and Finance teams to compile and distribute investor reports, ensuring compliance and accuracy.
- Monitor reporting obligations and collaborate with internal teams to ensure timely distribution.
- Identify opportunities to improve the reporting process and streamline workflows.
Data Monitoring & Compliance:
- Ensure investor data is up-to-date and compliant with AML, finance, and reporting regulations.
Business Partner Services:
- Execute quarterly and ad-hoc payments per preset agreements with business partners such as family offices.
Ad Hoc Projects:
- Support administrative projects and other business needs as required.
About You:
- Bachelor’s degree in Business Management, Economics, Real Estate, or a related field.
- 2+ years of experience in investor services or administrative roles.
- Strong communication and interpersonal skills, with the ability to collaborate across teams and manage multiple priorities efficiently.
- Proficiency in Excel, PowerPoint, Salesforce, and Monday.com.
- Ability to work in a fast-paced environment with a high level of accuracy and attention to detail.
Equal Opportunity Employer:
Faropoint is proud to be an Equal Opportunity Employer. We value diversity, and we do not discriminate on the basis of race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, parental status, disability status, or any other status protected by local law. We believe that our work is better and our company culture is improved when we encourage, support, and respect the different skills and experiences represented within our workforce.
Apply for this job
*
indicates a required field