Vice President of Investor Reporting

Job Description

Job Description

Become the newest member of our exciting team at SROA Capital as we redefine self-storage!

At SROA, we offer a career and opportunity to grow. We strongly believe in growing our talent and promoting within. We are proud to be honored as one of the TOP WORKPLACES of South Florida by the Sun Sentinel two years in a row.

SROA Capital is a vertically integrated private equity real estate and technology platform that has evolved into a global asset manager with a successful track record of providing risk adjusted returns to its partners through its focused strategy of investing in self-storage. SROA is headquartered in West Palm Beach, FL and has invested, redeveloped, and developed self storage across the risk spectrum in major and secondary markets across the United States under the brand Storage Rentals of America and the UK under the brand Kangaroo Self Storage with approximately 900 employees globally.

The VP of Investor Reporting will report to the Managing Director of Investor relations and oversee the production and maintenance of investor reporting for SROA’s real estate private equity Funds.

Duties and Responsibilities

• Prepare/review responses to information requests from investors, providing portfolio and financial information as needed.
• Liaise with fund accounting, investor services, legal, tax and finance teams to source information for specific investors for LP performance summaries and various requests.
• Maintain investor request database and track status of outstanding inquiries.
• Assist in the dissemination of general correspondence with investors and internal requests.
• Oversee all adhoc investor reporting requests, including GRESB Reporting, Situs Reporting, NCREIF Reporting.
• Assist in the aggregation, analytics, and preparation of quarterly investor and investor related materials.
• Communicate effectively with teams to troubleshoot issues and resolve matters and participate in technology and process improvement initiatives.
• Interface with members of the firm’s investment team, investor relations team, accounting group, and other groups within the firm to evaluate new investor requests to ensure consistency.
• Explore opportunities to improve, automate and streamline strategic processes across various SROA functions and processes.
• Work with Legal & Compliance team to ensure new initiatives/processes are in compliance with fund terms and requirements.
• Oversee and manage timely update of information leveraged by various teams.
• Support the Global Fund accounting team in an operational capacity for all Funds investments (i.e., wire instruction updates, follow-up with investors on late fundings).
• Assist with investor-specific audit requests.
• Support quarterly LP performance reporting process in coordination with valuations team.
• Manage additional projects that advance the organization’s strategic goals.

Qualifications

• 8+ years of experience in the private equity industry (preferably private equity experience).
  Undergraduate degree in Accounting.
• CPA or graduate degree preferred.
• Proficient knowledge of Microsoft Office Suite (Excel, Word, PowerPoint).
• Strong analytical skills, detail oriented, and highly organized.
• Possesses a strong work ethic, professional integrity, and a positive attitude.
• Strong oral and written communication and influencing skills.
• Ability to work in a dynamic environment and handle multiple projects.
• The candidate is a self‐starter that thrives on complexity and seeking solutions.

SROA Offers:

• Competitive pay with bonus potential
• UKG Wallet – on-demand pay option
• 100% paid medical coverage options for employee-only
• Dental and vision plans for optimal care
• Eight (8) paid holidays
• Generous Paid Time Off (PTO), increasing with years of service
• Paid Maternity and Parental Leave for growing families
• 401(k) with substantial employer match and 100% immediate vesting
• Flexible Spending Accounts (FSA), Health Savings Accounts (HSA), and Dependent Care Flexible Spending Accounts (DCFSA) for tax-advantaged savings
• GAP Insurance for added financial protection
• Employer-paid Life Insurance and Short-Term Disability coverage
• Long-Term Disability (LTD) coverage for added peace of mind
• Pet insurance – because your pets are family too
• Storage Discounts to help you declutter and organize
• Access to Voluntary Benefits for personalized coverage
• Learning and development opportunities to maximize your potential and excel in your career
• A great culture that values collaboration, innovation, and inclusivity

SROA is an Equal Opportunity employer and uses the federal government E-Verify system to verify employment eligibility.