Investor Relations Operations Analyst

Company: Continental Properties
Location: Menomonee Falls
Posted on: April 1, 2025

Job Description:

Description
is looking for an Investor Relations Operations Analyst to join our Investor Relations team at our Home Office in Menomonee Falls, WI
This is a highly visible role, which provides the opportunity to develop collaborative relationships across the company and learn the many facets of the business to provide an excellent experience to our investors.
As the Investor Relations Operations Analyst, you will play a vital role in supporting the seamless operation of our Investor Relations function. You will focus on managing investor transfers, ensuring regulatory compliance, and delivering an exceptional experience to our investors. You will report directly to our Investor Relations Manager and collaborate closely with internal teams to drive operational excellence.


Essential Responsibilities:

• 
  
• Investor Reporting & Fund Administration: Partner with internal teams to fulfill investor reporting requests, maintain the integrity of the investor portal, and drive process improvements.
  
• Regulatory Compliance: Ensure adherence to securities regulations, including KYC/AML requirements, and assist with regulatory filings.
  
• Custody Oversight: Obtain custodial approvals, monitor and reconcile accounts, and ensure accurate reporting.
  
• Investor Transfers: Manage and execute investor transfers, process account changes, and resolve discrepancies.
  
• Process & System Integrity: Maintain accurate records, support technology enhancements, and identify opportunities for operational efficiencies.
  
• Investor Reporting & Fund Administration: Partner with internal teams to fulfill investor reporting requests, maintain the integrity of the investor portal, and drive process improvements.
  
  
  Skills for Success:
  
  • 
    
  • Bachelor's Degree (in business, finance, or related field) required
    
  • Minimum 3 years of experience in investor relations, financial services, or a related field.
    
  • Proficiency in Microsoft Office Suite
    
  • Excellent interpersonal and communication skills, with the ability to build trust and navigate sensitive situations professionally
    
  • Strong organizational skills and attention to detail, with the ability to prioritize tasks in a fast-paced environment
    
    Why You'll Love Life at Continental:
    Our award-winning culture fosters innovation and empowers our team members to lead. Here are some of the reasons that our team members continue to vote for us as a Top Workplace:
    
    • 
      
    • Career Growth: You'll have the tools, training, and opportunities for a meaningful career with long-term growth potential. We invest in your learning & development with paid professional memberships, certifications, and tuition reimbursement.
      
    • Mental Health & Wellness: Your well-being matters. We provide comprehensive mental health support including but not limited to 8-free counseling sessions per year and access to additional wellness resources.
      
    • Balance: We recognize that balance varies for everyone, and we support our team members with that in mind. Recharge with generous vacation time, 9-paid holidays, and half-days on Fridays during designated months.
      
    • Community & Connection: Build relationships through informal gatherings, lunches, community and company events, volunteer opportunities, and a vibrant social culture. Learn more about recent Continental events !
      
    • Culture of Belonging: The Continental IDEA (Inclusion, Diversity, Equity, & Allies) is our commitment to evolving our culture where team members feel a sense of belongingness each day. Our You Belong Here Initiative and Business Resource Groups focus on fostering an inclusive and equitable work environment for all.
      
    • Performance Incentives: Participate in our Building Above and Beyond (BAAB) incentive program that rewards team members annually based on company goals and achievements.
      
    • Industry-Leading Benefits: Enjoy a comprehensive benefits package, including Medical, Dental, and Vision Plans, flexible spending accounts, 401(k) with company match, and company-paid life and disability insurance.
      
    • Family Support: Support your growing family with 6-weeks paid parental leave and with family-forming & fertility resources (up to 12-weeks leave for birth mothers).
      
      We are committed to equal employment opportunity regardless of race, color, ancestry, religion, sex, national origin, sexual orientation, age, citizenship, marital status, disability, gender, gender identity or expression, or veteran status. We are proud to be an equal opportunity workplace.
      We comply with the Americans with Disabilities Act (ADA), and all applicable state and local fair employment practices laws, and are committed to providing equal employment opportunities to qualified individuals with disabilities.
      For the benefit of our residents, the communities we serve, and our co-workers, all applicants are required to pass a post-offer criminal background check prior to joining the Continental team
      
      

Keywords: Continental Properties, Waukesha , Investor Relations Operations Analyst, Professions , Menomonee Falls, Wisconsin