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Fund Management & Investor Relations - Senior Associate

Woodbury Corporation

Fund Management & Investor Relations - Senior Associate

Salt Lake City, UT
Full Time
Paid
  • Responsibilities

    Duties & Responsibilities

    Performs as a critical member of the asset management team managing approximately $1 billion of equity assets; collaborates closely with the Fund Managing Director, Underwriting Team, Corporate Treasurer and Controller focused in particular on financial reporting and investor reporting/relations including more specifically the following responsibilities:

    • Maintain and provide financial data and other reporting information for real estate managers and executive team.

    • Collaborate with Woodbury Corporation executive team to efficiently manage current assets and liabilities across multiple investment structures.

    • Assist in the preparation of presentation materials for investor conferences.

    • Manage third party audit teams and assist in the preparation of audited annual financial statements.

    • Prepare and distribute quarterly unaudited financial statements.

    • Prepare and distribute quarterly distributions and distribution notices.

    • Prepare and distribute capital call notices.

    • Field questions and prepare information requests from investors including institutional and high-net worth individual clients.

    • Ensure high quality financial information and accuracy in financial reporting.

    Minimum Qualifications: Completion of 4-year degree and 3+ years of public accounting / audit experience. Good working knowledge of Excel, databases and all other MS Office programs.

    Woodbury Corporation currently has approximately $1 billion of equity assets under management (with approximately $2.3 billion of total real estate assets under management). It is currently the joint or sole manager of three real estate private equity funds (closed in 2010, 2015 and 2017) totaling approximately $275 million of investor commitments and multiple other direct investments in real estate equity assets. Woodbury Corporation manages real estate investments for many institutional and high net worth investors. Learn more about us at www.woodburycorp.com.