705 Certified Investor Relations Officer jobs in the United States

Job Description

Top Am Law 50 Law firm is seeking an experienced associate to join their Asset Management Group.

Qualified candidates must have 2 5 years of legal experience working at a law firm, or in-house at an asset management firm.

Candidates should have excellent verbal and written communication, interpersonal and client service skills and the ability to function well in a high-paced and deadline driven environment. Flexibility to work independently and as part of a team will also be important. J.D. degree from an accredited law school or equivalent is required.

Job Description

A top 50 AmLaw Firm is seeking a junior to mid-level associate to join their Investment Management Group in Chicago, Los Angeles, New York, Washington, San Francisco, Silicon Valley, and Denver office.

Ideal candidates must have a minimum of 1 year experience in investment management transactional work, including inprivate fund formation, and some familiarity with the Investment Advisers Act of 1940 and the Investment Company Act of 1940. Experience representing institutional investors and wealth advisory firms is a plus. Applicants should have excellent academic credentials and strong written and verbal communication skills.

Applicants must currently be licensed, or currently be eligible to become licensed, to practice law in the jurisdiction in which they are applying.

The Director of Investment Management is responsible for executing the strategic vision for the Regional Operating Portfolio. The Director of Investment Management will lead in all decision making that impacts the asset, driving towards 36-month budgeted goals and the long-term value of the portfolio. This position reports to the Managing Director of Operations and will partner with the Regional Lead.

EDENS is committed to creating and fostering a workplace that is diverse, inclusive and equitable. Our goal is to build and develop an organization that is a collective of diverse and talented people who find ways to Enrich Community using ideas that reflect the best of their unique points of view. We are passionate about our work and are looking to attract and retain individuals who are excited about being part of our community.
Responsibilities:

• Promotes a collaborative, action-oriented culture that celebrates the accomplishments of team members and fosters innovation by creating an open forum to learn from failures.
• Leads the leasing, legal and operations groups by setting priorities and holding members accountable in the execution of the property business plans including the merchandising and maintenance of our places.
• Authors property level business plans that proactively manage risk and drive the value of our places. These plans will inform the Regional Strategic Plans developed by the Regional Lead.
• Maintains direct market knowledge of comparable transactions through relationships with brokers and other industry professionals.
• Maintains overall responsibility for property level budgeting and tracking of financial performance with a focus on regional occupancy, lease production, NOI growth and Net Asset Value.
• Manages operating capital improvement expenditures to ensure best in class presentation of our places partnering with property operations to develop a five-year capital plan.
• The Director of Investments should be hands-on and knowledgeable about any significant issues at the property level and be able to resolve directly or present to executive management the issues and a plan of action as soon as they arise.

• Lease Approvals
• Capital Planning
• Environmental Mitigation
• Accounts Receivable Decisions
• Quarterly Appraisal
• Real Estate Tax Appeals
• Managing Rent Commencements
• Tenant Sales Analysis
• Legal Disputes

• Work independently to plan and manage large and/or complex strategic programs and/or projects, ensuring predictable, consistent, and successful delivery.
• Define program and/or project governance, outlining roles, responsibilities, decision rights and clearly defined escalation path. Responsible for collaborating with finance and business unit leaders to track and report monthly program and/or project, travel and other expense items.
• Provide a holistic view of the overall program and/or project to the organization and all stakeholders including the creation of executive-level and working group reporting that assess and communicate status, completion, and risks for programs and/or projects.
• Exhibit proactive behavior by engaging in program and/or project planning activities, including but not limited to: Defining the overall scope of the program and/or project; Creating and maintaining a consolidated timeline/schedule highlighting the major milestones and associated dates for activities; Identifying and communicating program and/or project dependencies and impacts; Putting mechanisms in place to ensure ongoing control of the program and/or project (e.g., Kick Off Meeting, Overall Project Management Approach, Status And Progress Reporting, Communication Plan, Risk Management, Issues Management, Change Control, etc.)
• Ensure success criteria defined upfront to promote alignment and actively manage to expected program and/or project outcomes.
• Be knowledgeable about the program and/or project subject matter.
• Effective presentation and communications style that builds and maintains strong relationships with stakeholders and influences outcomes and decisions.
• Assist managers across the organization in identifying appropriate resources to accomplish tasks and develops timelines to identify and track program and/or project milestones to ensure completion within the established timelines and budget.
• Facilitate strategic planning sessions with business leaders to determine the scope and objectives of each program and/or project and anticipate hurdles as well as alternative solutions.
• Programs and/or projects will range from clearly/well defined scope and impact to open-ended/requiring significant definition.
• Proactively work with business units across Voya Investment Management to understand requirements and perform program and/or project scoping activities.
• Participate in the development of portfolio/program level project roadmaps.
• Assist with special projects to enhance the overall performance and functioning of the PMO as needed.

• Bachelor's degree and
• Minimum 5 years of progressive experience in consulting, project and/or program management and/or business analysis experience working within the investment management (buy-side) industry.
• Experience managing large, complex programs and/or projects through all phases: initiation, planning, execution, monitoring and controlling and closing. Highly skilled in managing and performing the following activities: requirements gathering & documentation, analysis, design, planning, and production implementation.
• Must have meeting facilitation skills including setting agendas, task management, time management, taking minutes, managing documentation, and action item management both formal and informal settings.
• Experience effectively managing programs and/or projects through shared resources; internal and external (vendor and/or consultant) resources; onshore/offshore models.
• Experience developing strategic investment proposals or business cases (including cost-benefit analysis).
• Must be able to multitask, problem solve, learn quickly, and adapt to changing priorities.
• Knowledge of change management processes and industry best practices.
• Excellent verbal and written communication skills; strong interpersonal and influencing skills; ability to effect change in a matrix managed environment with prior experience engaging with executive level stakeholders.
• Ability to receive and provide coaching and feedback.
• Proficiency in MS Project, Outlook, Word, Excel, SharePoint, Visio, and PowerPoint. Experience with Project Portfolio Management (PPM) tools is a plus.
• Understand and are current with industry trends and can relate aspects to our business and influence business leaders accordingly.
• Knowledge of two or more of the following areas: Marketing and/or Digital Marketing, Product Distribution, Investment Management Operations (particularly, front or middle office), Investment Management Applications & Technologies or Specialty Fixed Income.
• Experience with private markets highly preferred.

• Health, dental, vision and life insurance plans
• 401(k) Savings plan - with generous company matching contributions (up to 6%)
• Voya Retirement Plan - employer paid cash balance retirement plan (4%)
• Tuition reimbursement up to 5,250/year
• Paid time off - including 20 days paid time off, nine paid company holidays and a flexible Diversity Celebration Day.
• Paid volunteer time - 40 hours per calendar year

• Customer Focused : Passionate drive to delight our customers and offer unique solutions that deliver on their expectations.
• Critical Thinking : Thoughtful process of analyzing data and problem solving data to reach a well-reasoned solution.
• Team Mentality : Partnering effectively to drive our culture and execute on our common goals.
• Business Acumen : Appreciation and understanding of the financial services industry in order to make sound business decisions.
• Learning Agility : Openness to new ways of thinking and acquiring new skills to retain a competitive advantage.

Investment Management Summer Analyst page is loaded

ABOUT GREYSTAR

Greystar is a leading, fully integrated global real estate company offering expertise in property management, investment management, development, and construction services in institutional-quality rental housing. Headquartered in Charleston, South Carolina, Greystar manages and operates over $300 billion of real estate in nearly 250 markets globally with offices throughout North America, Europe, South America, and the Asia-Pacific region. Greystar is the largest operator of apartments in the United States, manages over 1,000,000 units/beds globally, and has a robust institutional investment management platform comprised of nearly $8 billion of assets under management, including over 35 billion of development assets. Greystar was founded by Bob Faith in 1993 to become a provider of world-class service in the rental residential real estate business. To learn more, visit .

JOB DESCRIPTION SUMMARY

JOB DESCRIPTION

As an Investment Management Summer Analyst , youll help execute investment strategies by analyzing market, property, and portfolio data, building financial models, and preparing materials for stakeholders. Youll gain exposure to the full investment lifecyclefrom market research and acquisitions to portfolio performancewhile working with teams across the organization.

• Build and update financial models to evaluate investments and track portfolio performance.
• Prepare investment memos, market summaries, and presentations for committees and partners.
• Conduct market research and analyze trends, risks, and opportunities.
• Assist with due diligence, data review, and findings documentation.
• Monitor operational and leasing metrics to support reforecasting and strategic planning.
• Maintain deal trackers, timelines, and deliverables.
• Partner with internal teams to support initiatives and improve performance

Qualifications:

• Strong desire to learn the real estate industry

• Quantitative background and analytical problem-solving ability

• Strong, precise written and verbal communication skills with the ability to articulate complex topics

• Enrolled in a bachelors degree program in real estate, finance, business, or a related major

• Graduating between December 202 6 and May 202 7

Additional Compensation :

Many factors go into determining employee pay within the posted range including business requirements, prior experience, current skills and geographical location.

• Corporate Positions :Inaddition to the base salary, this role may be eligible to participateina quarterly or annual bonus program based onindividual and company performance.

• Onsite Property Positions :Inaddition to the base salary, this role may be eligible to participatein weekly, monthly, and/or quarterly bonus programs.

Benefits Offered for Temporary Team Members* :

• Employee Assistance Program

• Paid sick time

*For Union and Prevailing Wage roles compensation and benefits may vary from the listed information above due to Collective Bargaining Agreements and/or local governing authority.

Greystar will consider for employment qualified applicants with arrest and conviction records.

• Leverage financial models to forecast deal-level returns and put together hold/sell/refinance recommendations for distribution to management and equity partners
• Facilitate transactions by compiling and reviewing due diligence materials and drafting responses to inquiries from brokers and potential investors
• Prepare and review weekly leasing updates for distribution to equity partners
• Perform ad-hoc financial analysis for distribution to management, lenders, and equity partners
• Assist Asset Managers with the review of rate plan and budget targets for each asset and provide feedback to leasing and operations teams based on prior year approved values, actual operating performance, and relevant underwriting
• Assist the Asset Management team in the preparation of quarterly investor reporting
• Interface with external groups - lenders, consultants, brokers - and provide subject-matter insights to Asset Management team in specific functional areas such as property taxes, loan compliance and capital projects
• Travel to markets with Asset Managers to gain insight into market trends and property operations

• 2-3 years of Commercial Real Estate experience is preferred.
• Bachelor's degree preferably with a focus in Business, Real Estate, Finance, or other relevant subject matter.

• Attention to detail and ability to handle multiple simultaneous projects.
• Understanding of financial concepts, (i.e. IRR, ROE) and the ability to apply that in an excel model.
• Proficiency in Microsoft Windows-based software applications and advanced level of Excel skills required.
• Strong analytical and research capabilities with outstanding organization skills.
• Excellent interpersonal, written and verbal communication skills.
• Multifamily/Student Housing experience preferred but not required.

• The work environment characteristics described herein are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions. The noise level in the work environment is usually moderate to low.
• Travel: 10%

• The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
• While performing the duties of this job, the employee is frequently required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; climb or balance; stoop, kneel, crouch, or crawl and talk or hear.
• Specific vision abilities required by this job include close vision, distance vision, peripheral vision, depth perception, and the ability to adjust focus.
• The employee may infrequently drive a vehicle (intrastate and interstate travel) or be subject to air travel for purposes of Company business.

Job Description

Investment Management Project Manager

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the definedproject management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMOs mission to increase the value impact of change efforts across MassMutuals corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

The Impact:

As the Investment Management Project Manager, you will:

• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discoveryand develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation

The Minimum Qualifications

• Bachelor's degreeor equivalent experience and expertise
• 8+ years of project management experience
• 1+ years of experience in project management software including but not limited to MS Project and Jira

The Ideal Qualifications

• 10+ years of projectmanagement experience, 5+ within a PMO
• 8+ years of experience leading projectsimpacting core Investment Management and Capital Market systems and business process.
• Proven success in delivering complex long-term projects on time, within budget, and to scope
• Project Management Professional (PMP)certification or equivalent
• Strong understanding of project management methodologies i.e. Agile or Waterfall
• Excellent communication (written and verbal) and interpersonal skills

What to Expect as Part of MassMutual and the Team

• Regular meetings with the portfolio sponsor
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and -focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits

#LI-DM2

#CFPMO

MassMutual is an Equal Employment Opportunity employer Minority// / /Individual with /Protected Veteran. We welcome all persons to apply. Note: Veterans are welcome to apply, regardless of their discharge status.

If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

Investment Management Project Manager Full-Time Boston, MA or Springfield, MA The Opportunity The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMO's mission to increase the value impact of change efforts across MassMutual's corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity. The Team This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution. The Impact: As the Investment Management Project Manager, you will: * Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding * Develop and maintain required Detailed Planning artifacts and manage plan execution * Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals * Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process * Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning * Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment * Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity * Drives continuous improvement and efficiencies beyond own scope of responsibility * Accountable for meeting all business requirements from development through implementation The Minimum Qualifications * Bachelor's degree or equivalent experience and expertise * 8+ years of project management experience * 1+ years of experience in project management software including but not limited to MS Project and Jira The Ideal Qualifications * 10+ years of project management experience, 5+ within a PMO * 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process. * Proven success in delivering complex long-term projects on time, within budget, and to scope * Project Management Professional (PMP) certification or equivalent * Strong understanding of project management methodologies i.e. Agile or Waterfall * Excellent communication (written and verbal) and interpersonal skills What to Expect as Part of MassMutual and the Team * Regular meetings with the portfolio sponsor * Focused one-on-one meetings with your manager * Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups * Access to learning content on Degreed and other informational platforms * Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits #LI-DM2 #CFPMO MassMutual is an equal employment opportunity employer. We welcome all persons to apply. If you need an accommodation to complete the application process, please contact us and share the specifics of the assistance you need.

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The Opportunity

The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMOs mission to increase the value impact of change efforts across MassMutuals corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

Full-Time

Boston, MA or Springfield, MA

The Opportunity

The newly announced Corporate Function Program Management Office (CFPMO) is seeking an experienced project manager to support the stand-up of the new organization supporting Corporate Finance, Enterprise Risk, and Investment Management initiatives. In this role, you will report directly to the Investment Management Portfolio Lead and be accountable for the planning, day-to-day execution, management, implementation and reporting of projects while using the defined project management (PM) processes and standards. The CFPMO PM process is designed to support the CFPMOs mission to increase the value impact of change efforts across MassMutuals corporate functions. As an Investment Management Project Manager, you will execute by following a standardized process for project initiation, planning, execution, and close. Project managers will partner and support project sponsors and portfolio leads in developing required detailed project artifacts tailored to project complexity.

The Team

This portfolio oversees the execution of initiatives across Corporate Finance, Enterprise Risk and Investment Management as well as defines and owns project management standards across the company. The team is focused on driving and aligning critical programs and projects across our Corporate Functions, creating more visibility into this work, while enabling better prioritization, collaboration, and execution.

The Impact:

As the Investment Management Project Manager, you will:

• Partner with Project Sponsors and Functional Managers to compile Discovery artifacts such as a Cost Benefit Analysis (CBA), Project Charter, high level Resource Plan, and high-level Milestone Plan to be reviewed to receive Discovery Funding
• Develop and maintain required Detailed Planning artifacts and manage plan execution
• Determine project scope and manage scope execution across multiple large projects or medium to large programs where scope is subject to change, contains high complexity and high degree of risk, large number of resources, and complex organizational change issues that support complex enterprise or strategic corporate goals
• Develop financial forecasts, record cost variance, anticipate and address delivery challenges, and request budget changes if needed following associated Change Request Process
• Develop high-level milestones during Discovery and develop detailed project schedules during Detailed Planning
• Works with a high degree of autonomy to apply industry leading project and program management knowledge to refine the resource plan, develop a RACI Matrix, conduct a Key-Person Risk Assessment, and Third-Party Support Needs Assessment
• Ensure early identification, resolution, and escalation of project risks through maintenance of Risk and Issue Log and project Pre-Mortem activity
• Drives continuous improvement and efficiencies beyond own scope of responsibility
• Accountable for meeting all business requirements from development through implementation
  
  

• Bachelor's degree or equivalent experience and expertise
• 8+ years of project management experience
• 1+ years of experience in project management software including but not limited to MS Project and Jira
  
  

• 10+ years of project management experience, 5+ within a PMO
• 8+ years of experience leading projects impacting core Investment Management and Capital Market systems and business process.
• Proven success in delivering complex long-term projects on time, within budget, and to scope
• Project Management Professional (PMP) certification or equivalent
• Strong understanding of project management methodologies i.e. Agile or Waterfall
• Excellent communication (written and verbal) and interpersonal skills
  
  

• Regular meetings with the portfolio sponsor
• Focused one-on-one meetings with your manager
• Networking opportunities including access to Asian, Hispanic/Latinx, African American, women, LGBTQIA+, veteran and disability-focused Business Resource Groups
• Access to learning content on Degreed and other informational platforms
• Your ethics and integrity will be valued by a company with a strong and stable ethical business with industry leading pay and benefits
  
  

• Seniority level Mid-Senior level

• Employment type Full-time

• Job function Finance and Sales
• Industries Technology, Information and Internet

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