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Investor Assistant Jobs in Florida (NOW HIRING)

Life Surge

Investor Relations Associate

Palmetto, FL · On-site

Manage follow-up tasks and communication queues. * Assist with administrative paperwork and document collection, without recommending or negotiating any investment terms. * Provide ministerial ...

New

Lennar

Investor Liaison

Saint Petersburg, FL · On-site

These investors review the loans and communicate any questions regarding documentation or loan ... in Smo.net. * Assist post-closing team with obtaining documentation and correcting closing ...

Lennar

Investor Liaison

Saint Petersburg, FL · On-site

These investors review the loans and communicate any questions regarding documentation or loan ... in Smo.net. * Assist post-closing team with obtaining documentation and correcting closing ...

NorthPoint Search Group

Staff Accountant

Orlando, FL · On-site

$60K - $70K/yr

Research and evaluate financial alternatives and possible investments. * Assist CFO with other duties as needed. Requirements: * Bachelors in Finance or Accounting. * Two or more years of experience.

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Investor Assistant information

What is an investor assistant?

Investor Assistants are professionals who support investors, investment managers, or financial advisors by handling administrative tasks, conducting research, preparing reports, and communicating with clients. They help manage investment portfolios, track market trends, and ensure accurate documentation for transactions. Their role is essential for streamlining operations within investment firms and allowing senior staff to focus on high-level decision-making. Investor Assistants typically have strong organizational, analytical, and communication skills.

What does an investor assistant do?

As an Investor Assistant, your daily tasks often include managing schedules, preparing presentations, coordinating meetings with clients or internal teams, and maintaining investor databases. You’ll also assist in compiling financial reports, handling correspondence, and supporting due diligence processes. This role is essential for keeping investment teams organized and efficient, as you’ll act as a central point of contact between investors, analysts, and executives. Strong attention to detail and communication skills are valuable for success in this position.

What are the key skills and qualifications needed to thrive as an investor assistant?

To thrive as an Investor Assistant, you need strong financial literacy, organizational skills, and a background in finance or business administration. Familiarity with investment management software, CRM systems, and proficiency in Excel are typically required, and relevant certifications such as a FINRA license can be advantageous. Outstanding attention to detail, discretion, and effective communication help build trust and ensure accurate handling of sensitive information. These skills are essential for supporting investment professionals, managing client relations, and maintaining the integrity of financial operations.

How much do investment assistants make?

Investment assistants typically earn a median annual salary of around $50,000 to $70,000, depending on experience, location, and the size of the firm. Entry-level roles may start lower, while experienced assistants or those with specialized skills can earn higher salaries. Compensation often includes benefits and opportunities for bonuses based on performance.

What cities in Florida are hiring for Investor Assistant jobs?

Cities in Florida with the most Investor Assistant job openings:

Investor Assistant jobs near you

Investor Reporting Manager

Triad Financial Services Inc

Jacksonville, FL • On-site

Full-time

Re-posted 5 days ago

Job description

Position Overview

Triad Financial Services is a leading provider of financial services and solutions, serving clients nationwide. We are seeking a highly motivated and skilled Investor Reporting Manager to join our growing team.

Essential Functions:

  • Responsible for all operations within Triad’s Investor Reporting department, including daily and weekly transactions, support the month-end close process, monthly reconciliations and validation of the monthly investor remittances.
  • Provides support for the development and implementation of strategic plans for the manufactured home mortgage servicing division.
  • Manage all servicing transfers inbound, internal, and outbound for tracking and reconciliation.
  • Monitor and support the servicing of Triad’s Freddie Mac loan portfolio.
  • Develop policies and procedures for servicing manufactured home loans as it relates to Investor Reporting.
  • Monitor regulatory changes affecting servicing to ensure compliance and competitive positioning.
  • Build and maintain relationships with investor clients, manufactured home dealers, builders, and other industry stakeholders.
  • Provide support for investor clients to remit funds for corporate advances. Ensure investors remit payment monthly and handle any disputes that may arise.
  • Work with accounting regarding any investor relations needed between accounting and servicing.
  • Monitor and facilitate any changes in monthly investors. (Adding, Deleting, Mergers and Acquisitions)
  • Facilitate opening custodial bank accounts for each investor and ensure accurate reporting for each custodial account that is set up in MSP servicing platform.
  • Review and contribute to new Servicing contracts to monitor and track changes.
  • Assist Cash Manager with any MSP platform reporting issues that may arise.
  • Responsible for any employee development regarding investor relations.
  • Ensure all MSP daily balancing occurs and tracked accordingly.
  • Ensure that all system maintenance is completed timely and accurately.
  • Support senior management with projects as needed. 
  • Establish and monitor performance metrics for investor reporting for daily operations.
  • Assist with Servicing projects as needed.
  • Maintain and monitor regulatory filings as needed for Servicing. 


Education and/or Work Experience Requirements: 

  • 5+ years of accounting/finance background.
  • In-depth understanding of the manufactured housing market and related financial regulations a plus


Knowledge, Skills, and Abilities: 

  • Strong knowledge of Fannie Mae, Freddie Mac, FHA, VA, and other mortgage loan products for manufacture home underwriting guidelines
  • Excellent communication, negotiation, and presentation skills
  • Strong analytical and problem-solving abilities
  • Ability to establish and maintain relationships with industry partners, clients, and stakeholders
  • Commitment to maintaining compliance with all federal, state, and local regulations


Physical Demand:


  • Ability to safely and successfully perform the essential job functions consistent with the ADA, FMLA and other federal, state and local standards, including meeting qualitative and/or quantitative productivity standards.
  • Ability to maintain regular, punctual attendance consistent with the ADA, FMLA and other federal, state and local standards.

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