Investment Operations Specialist Jobs

Moody National Companies, LP is a privately-held, full-service Real Estate firm founded in 1996. We have owned and managed more than $2 billion of multifamily, commercial office, and hospitality assets throughout the United States and have employed approximately 1,700 in our various offices and properties.

At Moody National, we're about creating exceptional experiences for both our clients and our associates. Our goal is to provide opportunities for our diverse employee population that develop and grow careers in a team-oriented environment focused on the full Commercial Real Estate life cycle.

Every associate, at every level, begins their journey at Moody National learning about the history of the organization and its established culture built on integrity and trust. Our associates drive this culture, and we want you to be a part of it.

As an Investor Operations Specialist with Moody National, you will provide advanced operational support to the Distribution and Investor Services teams to ensure the smooth operation of the department. This position will support multiple business lines. Responsibilities include, but are not limited to:

• Deliver accurate and timely responses to phone and email inquiries and information requests from investors.
• Create, update and maintain departmental databases when appropriate to support Distribution team efforts.
• Carry out simple analyses of financial statements.
• Gather and coordinate materials necessary for transactions.
• Document the content of investor conference calls.
• Serve as the support to the Investor Services and Distribution teams by coordinating, facilitating, and communicating investment activities.
• Drafts correspondence to existing and prospective clients. Will gather, prepare and distribute investor materials.
• Ensure accurate, timely and compliant information is disseminated to our investors.
• Research financial and legal documents on various topics.
• Copy, collate, package and mail out information packets and other correspondence to investors.
• Compose various documents such as correspondence, interoffice memos, meeting agendas, reports, charts and tables.

We offer a fun work environment, growth opportunities, and an attractive compensation package, comprised of a competitive base salary, incentive pay, comprehensive employee benefits, generous paid time off, and a 401(k) with employer match.

Moody National is proud to be an Equal Opportunity Employer. Due to the expected volume of interest, we cannot respond to every resume submitted. If we determine you are qualified for the position based on the content of your application, we will contact you to begin the interview process.

Experience

Required

• 1 - 2 years: Experience in an professional office environment.

Preferred

• 1 - 2 years: Commercial Real Estate experience.

Education

Required

• High School Diploma / GED or better

Preferred

• Bachelors or better in Business Administration or related field

Skills

Required

• Decision Making
• Problem Solving
• Planning & Organizing
• Multitasking
• Dependability
• Interpersonal Skills
• Verbal Communication
• Conflict Management
• Customer Focus
• Written Communication
• Microsoft Office

Behaviors

Required

• Enthusiastic: Shows intense and eager enjoyment and interest
• Detail Oriented: Capable of carrying out a given task with all details necessary to get the task done well
• Team Player: Works well as a member of a group

Motivations

Required

• Self-Starter: Inspired to perform without outside help
• Ability to Make an Impact: Inspired to perform well by the ability to contribute to the success of a project or the organization