Investment Associate

Responsibilities:
* Communicate with investors, providing updates on fund transfer, project status, and documentation.
* Ensure compliance with USCIS and SEC regulations related to EB- 5 investment.
* Conduct US real estate investment analysis, including financial modeling, proforma, market research, due diligence, and deal closing.
* Review and analyze Private Placement Memorandum (PPMs) and other investment legal documents.
* Support office operations and administrative duties as needed.
* Uphold a strict level of confidentiality.
* Manage new investor on- boarding process and maintain investor records.
* Prepare investment presentations, teasers, newsletters and investor letters for the investors.
* Coordinate with banks and escrow agents to process investor funds.
* Build basic financial models, including loan interest payment schedules.

Qualifications:
* Strong analytical, organizational, and communication skills.
* 2 – 3 years of experience in EB- 5 investment, investor relations, or financial services.
* Basic understanding of loan transactions between borrowers and lenders.
* Understanding of capital structures (equity/debt) and cash flow distribution waterfalls.
* Ability to work independently and manage multiple tasks efficiently.
* Familiarity with USCIS EB- 5 regulations, compliance, and investment structures in a plus.
* Strong knowledge of escrow processes, banking coordination, and PPM review.
* Proficiency in Excel, PowerPoint, and Word for financial analysis and presentations.
* Ability to analyze financial proforma and build simple financial models for interest payment, acquisition, and development projects.
* Bachelor’s Degree from a top- tier university is preferred.
Preferred Qualifications:
* Knowledge of EB- 5 fund administration and investment structures.
* Experience in regional centers, investment funds, or immigration law firms in the EB- 5 space.
* Design skills for creating marketing materials and presentation is a plus.
* Moderate to fluent English proficiency (fluency preferred but not required).
* Experience in real estate investment, private equity, investment banking, or consulting

* Annual leave: 12 days
* Monthly salary (net): $800~$1,000
* 13th month salary

Cập nhật gần nhất lúc: 2025-06-05 17:25:03