Investor Relations, Associate

Company Overview

3650 REIT is a national commercial real estate lending, investment and services firm led by a unique team of industry leaders in partnership with globally recognized institutional investors. The firm is headquartered in Miami with additional main offices in New York City and Beverly Hills.

Led by Justin Kennedy, Toby Cobb, and Jonathan Roth, 3650’s team comprises highly experienced CRE professionals from Deutsche Bank, Goldman Sachs, LNR and Canyon Partners.

For additional information, please visit our website at www.3650reit.com.

JOB DESCRIPTION

3650 REIT is seeking an Investor Relations Associate to join the Investment Management team in its Miami headquarters. Founded in 2017 by CRE industry leaders, 3650 has recently secured multiple large investment commitments from globally recognized institutional investors, and the firm is currently growing its investor relations function to support this growth. In this vein, the incoming Associate will play a key role in building the investor reporting infrastructure of a unique and fast-growing firm with industry-changing ambitions. Much of the Associate’s work product will support deliverables sent to the firm’s leaders and investor partners, providing ample visibility and opportunities for career advancement.

PRIMARY RESPONSIBILITIES

• Support the firm’s broader investor-facing functions with high level of exposure to senior Investment Management leadership.

• Prepare and maintain financial models to communicate performance metrics to investors, upper management, and the greater team.

• Produce monthly, quarterly, and annual investor reports.

• Manage investment and fund-level cash flow models for monthly and quarterly cash flow reporting.
• Support the due diligence process for prospective and existing investors.
• Serve as liaison between the firm’s investor facing and back-office functions.
• Play leadership role in the development of key investor relations infrastructure.
• Coordinate the transmission of investor capital transactions (i.e. contributions and distributions).
• Support annual budget, forecasts, and financial planning procedures.
• Support technology initiatives to automate and streamline group process and procedures.

SKILLS, BACKGROUND, & EXPERIENCE

• 2-5 years of experience at a top-tier real estate, investment management, accounting, or financial institution.
• Demonstrated track-record of academic and professional excellence.
• Superior quantitative and analytical skills.
• Highly organized and exceptional attention to detail.
• Advanced knowledge of Microsoft Excel, Word, PowerPoint and Outlook.
• Excellent written and oral communication skills, including demonstrated ability to effectively communicate with management, peers, subordinates, and external parties.
• Entrepreneurial mindset and ability to thrive in fast-changing environments.
• Ability to exercise sound judgment in the face of complexity and ambiguity.
• Ability to work cooperatively within a high performing team.
• Humility, intellectual curiosity, and a continual desire to learn.