Summary World Insurance Associates is a unique insurance organization offering top products and services from major providers, combined with attentive service from local agents. Founded in 2011, World is one of the fastest-growing insurance brokers in the U.S. with over 2,200 employees in over 260 offices across North America. We specialize in personal and commercial insurance lines, surety and bonding, employee benefits, financial and retirement services, and human capital management solutions. Our rapid growth and market leading presence has created opportunities throughout the state and we offer top talent the choice to work from one of our multiple offices throughout the region. Responsibilities:
Investor Communication: - Act as the primary contact for investors, addressing inquiries, providing updates, and maintaining open lines of communication.
- Develop and distribute investor communications, including tax distributions, tax elections, Schedule K-1 packages, and other relevant materials.
- Organize investor meetings, conference calls, and presentations, ensuring timely and accurate information dissemination.
Relationship Management: - Cultivate and maintain strong relationships with existing and prospective investors, fostering trust and confidence in the company's performance and strategic direction.
- Tailor support and solutions to meet the unique needs and expectations of investors.
Reporting and Analysis: - Prepare and analyze financial and operational data to support investor reporting and decision-making.
- Prepare and review partnership tax allocations for purposes of tax distributions and tracking partnership/partnership capital accounts.
- Collaborate with internal teams, including finance, legal, and HR, to gather information and ensure accuracy and completeness of investor communication and reporting.
Compliance and Governance: - Maintain accurate and up-to-date investor records and documentation, including subscription agreements, confidentiality agreements, and investor communications.
- Contribute to the development and enforcement of partner-related policies and procedures.
Qualifications:
Bachelor's degree in accounting or a related field. MS in Tax or CPA designation is a plus. Proven experience in investor relations, financial analysis, or related roles, preferably in a private equity-backed company or financial services industry. Excellent communication and presentation skills, with the ability to convey complex information in a clear and concise manner. Relationship-building skills with the ability to interact effectively with investors, executives, and external stakeholders. Analytical mindset with proficiency in financial modeling, data analysis, and reporting tools. Detail-oriented with strong organizational and project management skills. Ability to work independently and collaboratively in a fast-paced environment. Equal Employment Opportunity At World Insurance Associates (WIA), we celebrate and support our differences. We know employing a team rich in diverse thoughts, experiences, and opinions allows our employees, our products, and our community to flourish. WIA is honored to be an equal opportunity workplace. We are dedicated to equal employment opportunities regardless of race, color, ancestry, religion, sex, national orientation, age, citizenship, marital status, disability, gender identity, sexual orientation, or Veteran status. In addition, WIA makes reasonable accommodations to known physical or mental limitations of an otherwise qualified applicant or employee with a disability, unless the accommodation would impose an undue hardship on the operation of our business.
TO EXECUTIVE SEARCH FIRMS AND STAFFING AGENCIES: World does not accept unsolicited resumes from any agencies that have not signed a mutual service agreement. All unsolicited resumes will be considered World's property, and World will not be obligated to pay a referral fee. This includes resumes submitted directly to Hiring Managers without contacting World's Human Resources Talent Department. #LI-GP1 #LI-HYBRID