Investor Relations Associate Arixa Capital

Company: Frontall USA LLC
Location: Los Angeles
Posted on: November 1, 2024

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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• Annual discretionary bonus program
  
• Medical, dental and vision insurance
  
• Exceptional health and wellness benefits programs
  
• Two-weeks (10 days) paid time away excluding sick time.
  
• All major holidays (8 days)
  
• One floating holiday
  
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Keywords: Frontall USA LLC, Camarillo , Investor Relations Associate Arixa Capital, Other , Los Angeles, California