Investor Communications Associate

Company OverviewHeadquartered in Richmond, Virginia, Capital Square is a vertically integrated national real estate firm specializing in tax-advantaged real estate investments, including Delaware statutory trusts (DSTs) for Section 1031 exchanges, qualified opportunity zone funds for tax deferral and exclusion and a real estate investment trust (REIT). The company is also an active developer and manager of multifamily communities. Since 2012, Capital Square has completed more than $7.8 billion in transaction volume. Capital Square's eight most recent mixed-used development projects total approximately 2,000 apartment units with a total development cost in excess of $590 million, and Capital Square Living, the firm's property management division, now manages over 10,000 apartments across multiple states. Capital Square's related entities provide a range of services - including due diligence, acquisition, loan sourcing, property/asset management and disposition - for a growing number of high-net-worth investors, private equity firms, family offices and institutional investors.Recognized by Inc. 5000 as one of the fastest growing companies in the nation for seven consecutive years, and among the Top 100 Inspiring Workplaces of North America, Capital Square raises capital, buildings and expectations. Learn more at .SummaryOur Investor Communications Associate is part of the Investor Relations Department. Primary responsibility is to prepare and review quarterly investor reports for dissemination to DST, LLC and OZ Fund investors and their financial advisors. This candidate will have exposure to all aspects of the department and be an integral part of our best-in-class Investor Relations department.We are looking for team members to continue to improve our high standards for providing accurate and timely investor communications. This highly detail-oriented person will interact with individuals in many of Capital Square departments. This role will require research of various aspects of the current real estate market and compilation of financial, market and property information to create reports for a variety of commercial property types in markets across the United States.Must be able to work on multiple deadline-driven tasks concurrently in a fast-paced environment. In addition, this position will learn various aspects of REIT, DST, Opportunity Zone, LP, and LLC programs to assist the Investor Relations team.Primary ResponsibilitiesCompile and format financial information for inclusion in quarterly reportsCompile national and regional market information for inclusion in quarterly reportsReview reports for accuracyBack-up all members of the Investor Relations Department as neededKnowledge and Skills RequirementsBachelor's degree preferred, commensurate experience considered2+ years of experience in a fast-paced office environment with an emphasis on organizational skillsAbility to read and understand cash flow and financial statementsHighly proficient with Adobe InDesign (or equivalent) and the Microsoft Office SuiteExperience with SalesForce preferred but, not requiredWork HoursMonday through Friday 8:30 AM - 5 PM or as position requires.Work LocationOffice based; optional remote day (1) each pensation & BenefitsCompetitive Wage and Performance-Based Bonuses100% Employee Paid Healthcare Premiums$35/Per Paycheck Cell Phone Reimbursement120 Paid Time Off (PTO) Hours20% Housing DiscountProfessional Development OpportunitiesEqual Opportunity EmployerAt Capital Square/CS Living, we believe in creating a diverse and inclusive workplace that reflects the communities we serve. We are committed to providing equal employment opportunities to all individuals, regardless of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other characteristic protected by law.We celebrate differences, value unique perspectives, and strive to create a culture where everyone feels empowered to contribute their best. If you need assistance or accommodations during the application process, please don't hesitate to let us know.

Created: 2025-04-28