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Investor Relations Manager

Company: The Kolter Group
Location: Delray Beach
Posted on: July 30, 2022

Job Description:

POSITION SUMMARY: -Headquartered in Delray Beach, Florida, The Kolter Group ( is diversified real estate development and investment firm that has invested in projects with expected value in excess of $19 billion. The primary role of the Financial Reporting Specialist is to provide accurate & timely financial information flow from Kolter to (i) external equity investors and (ii) bank lenders & financial institutions.GENERAL RESPONSIBILITIES: -Investor Financial Reporting o - - -Prepare and distribute monthly, quarterly and annual financial statements, project updates/newsletters, budgets, performance memos, business plans and other financial informationo - - -Maintain reporting requirement schedules (for tracking information flow and deliverables to investors) and prepare communications in coordination with VP of Accounting & Controllero - - -Annual tax reporting - work the Tax Specialist to facilitate information needed for tax returns and distribution of investor K-1sLender Reporting & Complianceo - - -Prepare Certified Financial Statements for corporate holding companies and prepare debt covenant compliance calculations and certificates o - - -Distribute all compliance timely and accurately to each financial institutiono - - -Maintain reporting requirement schedules (for tracking information flow and deliverables to banks/lenders)o - - -Respond to ad hoc bank inquiries and requestso - - -Distribute annual tax returns and audited financial statements to banksMaintain the Kolter Investor Portal o - - -Actively oversee and manage web-based investor relations portal (Juniper Square) with focus on (i) excellent investor experience and (ii) accurate and well-maintained capital accounts, data rooms, and back-end information o - - -Work with the CFO to draft and communicate periodic capital call notices and monthly distributions o - - -Serve as primary point of contact, manage relationship and implement needed product changes with Juniper Square vendor as requiredQUALIFICATIONS:

  • High level of proficiency with Microsoft Excel, Word, and PowerPoint
  • Strong attention to detail and highly reliable to successfully manage processes and deliverables on schedule
  • Experience in finance/accounting roles, real estate development & investment experience preferred
  • Strong verbal, written, and presentation skills
  • Strong personal attributes: ethical, self-motivated, multi-tasker, great communicator, organized and detail-oriented, team player, creative, professional appearance and manner
  • SalesForce CRM management software not required but a bonusEDUCATION:
    • Minimum BA (degree in accounting or finance preferred).
    • Knowledge of US GAAP accounting MISCELLANEOUS:
      • Job will be based in Delray Beach, FL
      • Compensation will be commensurate with ability and experience
      • Apply in confidence

Keywords: The Kolter Group, Delray Beach , Investor Relations Manager, Executive , Delray Beach, Florida

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