Investor Relations Analyst

Basecamp•Calgary, AB

12d•CA$70,000 - CA$75,000•Hybrid

About The Position

Basecamp is a rapidly growing chain of boutique hotels based in Canmore, Banff, Lake Louise & Kananaskis in Alberta and Revelstoke in British Columbia. We are an energetic team driven by our core values and providing our guests a home away from home. The Investor Relations Analyst is accountable for supporting Basecamp’s Investor Relations department. The role will involve, but not be limited to, maintaining a database of Basecamp’s existing investors, supporting quarterly/annual reporting for all investment assets/funds, financial modelling of existing assets, and assisting with ad hoc investor communication requests.

Requirements

Bachelor’s degree in Business, preferably majoring in Finance or Marketing.
1-3 years of experience in an Investor Relations, Finance, or Investment-related role.
Extensive experience in Microsoft Excel, especially pertaining to financial modelling.
Proficient in Microsoft Outlook and Word.
Exceptional communication skills, both written and verbal.
Excellent organizational, planning, and implementing skills.
Strong interpersonal relationship management.
Ability to work independently when needed.
Detail oriented and a keen eye for reviewing written reports.
Dynamic, growth-oriented, and capable of working under pressure.
Ability to work in a fast-paced environment.
Legally entitled to work in Canada.

Nice To Haves

A CFA designation (or partial completion) is considered an asset.
Experience with external-facing investor portals is considered an asset.
Experience in real estate and development is considered an asset.

Responsibilities

Assist with maintaining a CRM of all Basecamp investors, ensuring that all new investors are reflected on a timely basis.
Support the maintenance of an external investor portal that will be the primary touchpoint for all Basecamp investors.
Ad hoc inbound and outbound investor communication.
Alongside the Manager, Investor Relations, initiate the introduction of Basecamp “Investor Days”, working alongside the Corporate Events Coordinator to manage events from inception to execution.
Walk new Basecamp investors through onboarding packages.
Provide assistance on the timely and accurate reporting of quarterly/annual financial reporting for all Basecamp investments.
Handle investor inquiries in a timely and effective manner, maintaining a professional relationship with all Basecamp investors.
Ensure accurate, organized, and compliant handling of investor records and documentation.
Review external investment raising materials prior to distribution to ensure accuracy.
Ensure that all investor relations materials/process are compliant with relevant regulations.
Additional duties and responsibilities may be added or modified as required throughout the course of employment.
Provide financial modelling support on quarterly portfolio valuation updates.
Work with Manager, Investor Relations to develop a consistent cadence and procedure for revaluing all assets in the Basecamp portfolio, alongside the creation of standardized reporting deliverables for investors.
Draft communication materials that outline key changes to portfolio values, explaining drivers and risks.
Conduct scenario modelling to support financial analysis of ongoing investments, including, but not limited to: sensitivity analysis, exit valuation reviews, and reinvestment opportunities.
Conduct full reconciliations of Basecamp’s investor base, ensuring that new investors are accurately reflected in internal/external technology systems.
Assist Accounting department in the timely reconciliation, execution, and reporting of required tax documents.
Support the Manager, Investor Relations in providing regular updates to Finance and C-Suite on key investor relations themes.
Monitor investor relations landscape, providing recommendations on how to advance Basecamp’s offering to its investors.
Assist dashboard monitoring of notable investor KPI’s and KPO’s.