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.
• 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.
• 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.
• Prepared annual shareholder reports, including letters to shareholders, coordinating with Marketing Team on cover artwork, and facilitating with SEC filing

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.
• 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.
• 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.
• 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.

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.
• 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.
• 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.
• 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.
• Prepared, edited and distributed investment statements in Morningstar for select clientele

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.
• 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.
• 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.
• 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.
• 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.
• 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.
• 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.

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