Investor Accounting & CRM Specialist (IMS Platform)
About The Position
Lion Real Estate Group is seeking a detail-oriented and analytical Investor Accounting & CRM Specialist to join their Accounting & Finance team in Sherman Oaks, California. This role is ideal for someone who thrives in a fast-paced real estate investment environment and enjoys combining accounting precision with investor data management and reporting. Reporting directly to the VP of Accounting/Finance, this position plays a critical role in maintaining investor financial records, supporting investor reporting processes, and managing investor data within the IMS platform. The company is looking for someone who enjoys working behind the scenes to ensure accuracy, organization, and an exceptional investor experience.
Requirements
- Bachelor’s degree in Accounting, Finance, or related field preferred
- 3+ years of accounting, investor reporting, fund accounting, or related experience
- Experience with IMS (Investor Management Services) strongly preferred
- Real estate, multifamily, private equity, or investment management experience preferred
- Strong Excel and reconciliation skills
- Highly organized with exceptional attention to detail
- Ability to manage confidential financial information professionally and accurately
Responsibilities
- Track and reconcile investor capital activity, including contributions and distributions
- Maintain investor capital account records and ownership data
- Assist with investor-related accounting reconciliations and reporting schedules
- Support month-end and quarter-end close processes tied to investor activity
- Coordinate with Accounting leadership to ensure investor reporting aligns with finalized financials
- Serve as a primary administrator of the IMS investor platform
- Maintain accurate investor profiles, investment records, and entity structures
- Upload investor reports, notices, K-1s, and supporting documentation to the investor portal
- Manage investor access and document workflows within IMS
- Troubleshoot and resolve data discrepancies between systems
- Assist in preparing and distributing capital call notices, distribution notices, and quarterly investor reporting packages
- Support tax document coordination and K-1 distribution processes
- Respond to internal requests related to investor data and reporting
- Partner closely with Accounting, Capital Markets, and Asset Management teams
- Help improve reporting workflows and investor data processes
- Support fundraising and investor communication efforts through accurate CRM management
Benefits
- Medical Insurance (77% of employee/dependent premium paid by Lion)
- Dental Insurance (99% of employee premium paid by Lion)
- Vision Insurance (99% of employee premium paid by Lion)
- Voluntary Plans including Life/AD&D, Accident, Critical Illness, Hospital Indemnity, and Pet Insurance
- 401(k) Retirement Savings Plan (6% Company Match)
- Paid Time Off Policies: Vacation, Sick Leave, Bereavement Leave, Holidays (New Years Day, MLK Day, Presidents Day, Memorial Day, Juneteenth, Independence Day, Labor Day, Thanksgiving Day, Day After Thanksgiving, Christmas Eve, Christmas Day)
- Paid Parental Leave
- Paid Volunteer Time Off
- Employee Assistance Program
- Rewards and Recognition
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
