The Wolff Company · 1 month ago
Sr Analyst/Associate - Investor Relations
Scottsdale,AZ,US
Full-time
Onsite
Mid, Senior Level
2+ years expThe Wolff Company is a real estate investment firm focused on the multifamily and senior living sectors throughout the United States. They are seeking a dynamic Senior Analyst or Associate in Investor Relations to enhance investor communication and fundraising efforts, ensuring accurate reporting and exceptional service to investors and joint venture partners.
Financial ServicesReal Estate
Responsibilities
Lead preparation and delivery of quarterly, annual, and ad-hoc investor reports, ensuring accuracy, timeliness, and consistency across all materials. Clearly communicate investment activity, portfolio performance, market trends, and the firm’s outlook
Coordinate closely with Accounting, Portfolio Analytics, Legal, Tax, and Asset Management teams to compile and verify data
Maintain reporting calendars, track deliverables, and proactively manage deadlines to meet all investor and partner expectations
Support report distribution and document posting through the investor portal, including financial statements and tax forms
Review all data and narrative content with exceptional attention to detail, ensuring clarity, accuracy, and alignment with firm standards
Maintain complete and current investor records, including capital activity, ownership data, and contact information, within the firm’s investor portal and interna registries
Coordinate investor transfers and ownership changes, ensuring proper documentation
Support fundraising activities by keeping due diligence materials and data rooms current, completing investor questionnaires, and preparing presentations and performance summaries
Collaborate with internal teams to ensure all materials are accurate, consistent, and compliant
Qualification
Required
Bachelor's degree required (finance, accounting, business preferred)
2+ years of experience in a client-facing or analytical role
Honesty, integrity, and a strong work ethic
Exceptional organizational, planning, and multitasking abilities
Excellent written and verbal communication skills
Advanced proficiency in Microsoft Word, PowerPoint, and Excel (including understanding of financial modeling)
Demonstrated accountability for quality and accuracy in prior roles
Preferred
Background in finance, accounting, or real estate is strongly preferred
Benefits
Medical, dental, vision, and 401(k) match
PTO plus volunteer time
Company
The Wolff Company
The Wolff Company is a fully integrated, middle market, real estate private equity firm.
201-500 employees
Funding
Current Stage
Growth StageLeadership Team
Tim Colyar
COO
Recent News
2025-05-28
2025-03-17
Company data provided by crunchbase