Erin Monheim Email & Phone Number

Phoenix, Az, Us

Serves as the first line of support and liaison between investors and the firm’s executives, ensuring a positive, engaging and seamless experience• Manages technical and operational tasks relating to investor-facing activities; implements processes to streamline and enhance overall investor experience• Implemented new investment management platform; responsible for data migration, setup and training of team members on usage• Organizes and manages investor events, conferences, and engagements to increase relationship and value with investors• Develops and oversees rollout of investor education materials• Maintains vendor relationships; negotiates contracts, provides training to the team on various software platforms

Los Angeles, California, United States

Pitched the firm’s real estate fund comprised of short term rental properties, closing sales and driving growth • Fielded in-bound sales calls and pitched firm’s investment offering; was responsible for initiating and closing sales• Held and maintained highest closing ratio on the Investor Relations Team• Mentored peers on sales tips and tricks, resulting in an increase in sales for the entire team

Effectively maintained and executed IR strategy for the firm with a demonstrated history of strong analytical abilities and extensive knowledge of real estate investing • Managed process for $25MM fundraise for the firm’s new real estate fund; assisted investors with investor portal access, subscription packages, and initial funding; prescreened potential investors by initiating intro calls• Collaborated closely with Chief Operating Officer on implementation of new CRM and investor portal• Responsible for preparing and disseminating monthly progress reports on the firm’s portfolio

Westlake Village, California, United States

Performed Investor Relations duties for one of the largest and fastest growing publicly traded mortgage aggregators in the United States; Collaborated closely with C-level executives on investor-facing materials, facilitating in value creation and mission of the Company • Responsible for preparing quarterly earnings materials including presentations, press releases, and scripts for C-level management’s quarterly earnings call• Coordinated share repurchases of company stock; prepared DWAC instructions for transfer of shares, sent daily analysis of year-to-date costs and book value, inputted wiring information for purchases• Collaborated with C-level executives and Investor Relations Team on investor outreach, including investor days, preparing presentations and coordinating necessary arrangements with vendors• Compiled and analyzed data from analysts, including consensus estimates, reports, and changes in price targets; gathered relevant intelligence on competitors including marketing materials, earnings and financial reports, to compare against Company’s reporting and ensure reporting and marketing efforts are in-line with industry standard• Prepared annual shareholder reports, including letters to shareholders, coordinating with Marketing Team on cover artwork, and facilitating with SEC filing• Maintained company website; serves as contact for third party administrator, and made edits to content as needed• Responsible for drafting and releasing press releases for company announcements

Pasadena, Ca

Performed investor relations responsibilities and managed day-to-day operations for the firm’s real estate and private equity partnerships; cultivated relationships with high-net worth and prospective investors and RIAs, collaborated closely with Managing Directors on investor-facing materials and adhoc presentations; provided support to the real estate Portfolio Administrator• Collaborated closely with Director of Investor Relations on $150MM fundraise for the firm’s most recent real estate fund; sent and assisted investors with subscription packages and questions pertaining to the partnership, initial capital call, and organized all data for Fund Administrator; prepared weekly analysis and prospect projections for the Executive Team on the status of the fundraise• Spearheaded the implementation of new CRM, reporting platform and investor portal; facilitated data migration onto platform, launched investor portal, and created reporting templates; trained staff on use • Organized firm’s annual meeting for elite investors, prospects, and RIAs; was responsible for investor participation, coordinated with Executive Team on content and scheduling, researching and booking vendors• Collaborated with Managing Directors on quarterly letters, acquisition and disposition announcements, created quarterly investor newsletter; served as the final editor of all investor-facing written material, and managed distribution of all communications to investors• Handled insurance matters on the firm’s real estate portfolio; mitigated incidents as they arose, including determining liability and settlement amounts, coordinating repairs, and responses to claimants; coordinated with the Portfolio Administrator on updating best practices for property managers

Pasadena, Ca

Supervised Client Services team; provided mentoring to staff and managed workflow, led by example to provide exceptional, consistent client experience; supported the Director of Investments by producing presentations for prospective investors, and analyzed data for the firm’s clientele• Managed workflow for Client Services Team; provided extensive training to staff on investment platforms and procedures, delegated and oversaw tasks and projects, provided mentoring on client interactions to ensure exceptional client experience• Lead the on-boarding process of new clients; collaborated with Director of Investments on asset allocation, generated proposals and prepared account paperwork, coordinated with custodians to ensure assets are invested promptly• Facilitated weekly cash flow meetings; tracked movement of assets amongst firm’s line of investment funds, coordinated with investment and accounting teams on appropriate action and paperwork• Produced presentation material for Board of Directors’ meetings; compiled and analyzed data relating to assets under management, assets under administration, revenues, redemptions and withdrawals, new business and prospective clients • Prepared, edited and distributed investment statements in Morningstar for select clientele• Participated in quarterly traditional manager update calls and meetings; wrote synopses for the investment team• Collaborated with C-level executives to create ad-hoc marketing materials and maintain accurate disclosure information• Managed custodian relationship; served as main point of contact for all of the firm’s custodians• Created and maintained investment presentations, fund fact sheets, and pitch books

Pasadena, Ca

First point of contact for client inquiries regarding account setup, performance and maintenance; supported the Chief Investment Officer, Chief Financial Officer with client on-boarding for the firm’s fund of hedge funds and traditional model portfolios• Assisted investor relations personnel with the establishment of the firm’s traditional investment platform • Collaborated with Client Services Manager on opening new investor accounts; assisted clients in completing necessary paperwork, transfer of assets, and coordinated account setup with third party administrators and accounting team• Lead weekly sales meetings; maintained prospective client and new business reports• Created weekly market review publication using Adobe InDesign and Illustrator; edited, prepared and distributed to the firm’s clientele • Created new marketing material; schedule of fees, brochures and product sheets which were approved and implemented

Pasadena, Ca

First point of contact for donor inquiries regarding donor advised funds and trust accounts; supported the Client Relations Manager with maintaining client and donor relations• Collaborated with Client Services Manager on opening new donor accounts; assisted clients in completing necessary paperwork, transfer of assets, and coordinated account setup with third party administrators and accounting team• Provided administrative support to donor-advised fund program; processed weekly grant distributions, new contributions, assisted third party administrator with gift receipting, reviewed monthly client statements for accuracy; proposed new content for donor-advised fund client portal which was approved and implemented• Coordinated with third party administrator on charitable trusts; assisted with contributions and gift receipting, reviewed distributions, facilitated trust accelerations and maturations • Managed the upkeep of trust agreements including reviews for accurate distribution and payout procedures• Lead collaborative project with Fuller Theological Seminary to analyze scholarship agreements and encourage future awards to students

La Canada Flintridge, California

Developed and implemented various marketing strategies, established agency sales goals; served as main point of contact for client inquiries, predominantly commercial and high net-worth clients; established proper client on-boarding procedures, educated staff on insurance principles, ethics and best practices; fostered client relationships, growth and long-term sustainability of agencies by building lasting rapport with clientele • Developed agency marketing plan; enabled monthly sales goals which were routinely exceeded, ultimately resulting in New Market TICA signing their ICA contract, and existing ICA to promote to a corporate position • Lead consultations with clients and prospective clients; prepared quotes and analyses of insurance portfolios, resulting in increased value add for the Agency by strengthening client relationships, ultimately aiding in sales, referrals, and client retention which included an overall reduction in Agent’s lapse/cancellation ratio• Coordinated administrative tasks for agency; managed scheduling, workflow and set goals for subordinate employees, balanced bank accounts, and managed supplies • Managed client inquiries and complaints; efficiently fixed errors on policies, provided claims reporting, and educated clients on insurance principles• Trained staff various sales techniques; educated on basic principles including coverage and liability, gave instruction on effective cold calling techniques, created guide sheets for new employees on proprietary systems and applications which were implemented and used

Burbank, California

Burbank, California

Burbank, California

Primary point of contact for business clientele at banking center; efficiently and accurately processed large transactions and provided support to branch personnel • Managed large inflows and outflows of cash daily while maintaining balancing accuracy over 95 percent• Facilitated branch personnel with daily reports, cash shipments, and balancing cash reserves held in the vault• Fostered relationships with business clientele; pivoted bank products to assist branch in monthly sales goals