20 Waterton Financial Analyst Jobs Hiring Near You

About Waterton

Waterton has grown from very humble beginnings with one phone and two desks to the successful, nationally recognized real estate investment and management firm it is today. As Waterton has evolved and grown, one thing has remained constant - the drive to achieve results by exceeding expectations.  For 30 years Waterton remains passionate about delivering an incredible Resident Experience, which we believe is made possible by offering an extraordinary experience for our talented associates.  We value performance that delivers experiences that exceed expectations, coupled with an unwavering commitment to Investor, Guest, and Resident service excellence.  Overall, we are a collection of people who strive daily to “find the good and leave it better”. 

Job Summary

The Investor Relations Analyst (“IR Analyst”) is a critical member of Waterton’s Investor Relations group helping deliver exceptional client service and contribute to Waterton’s new business development. Utilizing exceptional communication and analytical skills, the IR Analyst will support day-to-day investor relations and marketing efforts across both existing and prospective investors and consultants. The position will report to the SVP, Investor Relations, and work closely with other members of the IR team and across departments.

How you will contribute to our team:

The IR Analyst will work on multiple projects employing a range of skillsets and collaborate across Waterton’s various departments. Essential job requirements:

• Collaborate on tracking firm-wide information such as assets under management, transaction activity, deal and firm level performance track record and capital raise
• Update investor surveys and maintain performance data bases for various stakeholders
• Compile and maintain increased level of information required for on-going fundraising efforts at the firm and strategy levels, including firm and asset level information, performance measuremen
• Work with SVP to improve and evaluate data collection methods and implement strategy based on this evaluation
• Collaborate on developing and maintaining compelling marketing materials (fact sheets, case studies, pitch books) to market the Company and its capabilities
• Assist with analyzing and translating internal data and market intelligence into compelling narratives to highlight the Company’s competitive advantages
• Collaborate on due diligence efforts through preparation and coordination of Due Diligence Questionnaires (DDQs), track record materials and any bespoke data requests
• Collaborate on compilation and maintenance of previously approved DDQ responses
• Assist in the preparation of monthly, quarterly, annual and special investor reports including annual and mid-year investor meeting materials, ensuring accuracy and consistency
• Support management of fundraising and reporting data room to ensure proper user access and updates
• Support on-going investor relations for existing investors and onboarding experience
• Other projects as assigned

What You’ll Bring- Desired Skills and Experience

• Bachelor’s degree in business, finance, economics or equivalent preferred
• 1 to 2+ years of experience in an investor relations and/or fundraising support role at an investment management firm, preferably in real estate or private equity or at a placement agency in a project management role
• Advanced skill set with Microsoft Office to include Word, Excel, PowerPoint and Outlook and familiarity with CRM systems and diligence data rooms.
• Understanding of the financial/real estate market and familiarity with private funds
• Strong analytical and investigative skills and attention to detail
• Team player and resourceful juggling multiple priorities. Efficient in finding the most effective way of completing the task, handling unexpected difficulties, and prioritizing correctly to meet deadlines
• Exceptional communication skills and adept at presenting complex ideas and information in a professional, concise and well-organized way

At Waterton, we recognize that compensation and benefits are important to our associates. We offer a wide variety of benefits including:

• Competitive compensation and incentive program participation
• Full suite of benefits, including Medical, Dental, Life, Disability, and even pet insurance
• 401k + match
• Generous paid time off, volunteer time off, and paid holidays
• A commitment to life-long learning through learning plans that include internal and external trainings, as well as consideration for tuition reimbursement.
• Employee discounts and wellness initiatives, like an onsite gym.
• Hybrid work environment (based on business or position needs)

The typical base salary hiring range for this role is $70,000.00-$100,000.00 per year, plus bonus program participation. 

The pay range is a base pay only and does not include any additional compensation or bonuses that this position may be eligible for. The pay range is approximate, and the actual pay may vary depending on related work experience, certifications, education, and other job-related factors. 

Waterton welcomes all.

Waterton is an equal opportunity employer.  Qualified applicants will receive consideration for employment without regard to race, color, religion, sex, sexual orientation, gender perception or identity, national origin, age, marital status, protected veteran status, or disability status.