Investments & Owner Relations Manager

Investments & Owner Relations Manager

VISION HOSPITALITY GROUP, LLC - 3.1

Chattanooga, TN Job Details 19 hours ago Benefits Paid holidays Health insurance 401(k) Flexible spending account Paid time off Employee assistance program 401(k) matching Life insurance Qualifications Debt covenant compliance Financial forecasting Computer operation Investor reporting (loan processing) Investment execution Financing agreements Refinancing (loan modification) Financial model construction Computer literacy Spreadsheets Financial statement analysis Investment reports English Metrics Reporting Dynamic financial modeling Trend analysis Budget forecasting Bachelor's degree Compliance documentation Investor relations materials Financial statement interpretation Financial performance measurement Debt management Real estate analysis Financial dashboard metrics Optimizing financial reporting processes Excel data analysis

Full Job Description Investments & Owner Relations Manager Our Culture:

We are a highly entrepreneurial company limited only by our imagination. Diversity and teamwork are major aspects of our culture. Our property associates are a highly team-focused group bringing out the uniqueness of each associate to provide great products and services. Success comes to those who continuously seek opportunities to learn and pass on new knowledge. We always strive to be better, never bored, and never complacent. Our teams thrive on hard work, inclusivity, and producing outstanding experiences. We endeavor to make our fellow associates feel comfortable and entrepreneurial so that they can engage unhindered. Finally, giving back to the community is also vital to our culture. Our properties live by the philosophy that they are an important part of their communities and look for ways to partner in the local community to make a difference.

Job Description:

Vision's Investments & Owner Relations Manager supports the strategic and financial oversight of the company's hospitality investment portfolio through owner relations management, investor communications, financial analysis, debt governance, and transaction support activities. This role serves as a key liaison between ownership groups, investors, lenders, legal counsel, and internal operational teams to ensure accurate reporting, proactive communication, and effective portfolio management. The ideal candidate will possess strong hospitality finance and analytical experience, exceptional organizational and communication skills, and the ability to manage multiple priorities across asset management, investment reporting, debt compliance, and acquisition/disposition activities. The person in this position must be able to roll their sleeves up and assist our team when needed, living our "

ONE TEAM. ONE VISION.

" philosophy. This person must also provide innovative ways that align with our mission to be the best, most respected hotel company in America.

The job is simple:

Focus on ways to promote and engage in internal growth programs. Continuously exemplify and live by our Culture. Meet/exceed our company goals and three metrics.

Necessary Skills:

Owner & Investor Relations Manage ongoing communications with hotel owners, investors, and investment partners. Coordinate and prepare quarterly investor and fund reporting packages, including financial analysis, portfolio updates, and performance commentary. Support quarterly and ad hoc investor distributions, including calculation review, reporting coordination, and communication materials. Assist in preparing presentations, ownership updates, annual meeting materials, and investor correspondence. Maintain organized ownership, investor, and reporting records. Financial Analysis Perform hotel financial analysis, forecasting, and operational performance modeling across the portfolio. Analyze hotel operating statements, budgets, forecasts, STR reports, and key performance indicators to identify trends, risks, and opportunities. Support asset management initiatives through financial modeling, scenario analysis, and operational performance evaluations. Assist with annual budget reviews, capital planning initiatives, and portfolio performance reporting. Develop and maintain financial models, dashboards, and reporting tools for portfolio analysis. Debt Governance & Financing Support Coordinate lender communication and respond to lender requests and due diligence inquiries. Prepare and manage loan compliance certificates, covenant reporting, and financing-related documentation. Maintain debt tracking schedules, covenant calendars, and loan documentation files. Support refinancing initiatives, debt placement efforts, loan modifications, and financing analyses. Manage Guarantor Report Acquisitions & Dispositions Support Support acquisition and disposition activities through financial analysis, underwriting support, due diligence coordination, and transaction reporting. Organize and maintain transaction data rooms and investment documentation. Assist with market research, investment summaries, and financial evaluations related to potential transactions. Coordinate internal and external requests associated with active acquisitions and dispositions. Investment Documentation & Governance Facilitate the preparation, coordination, execution, and organization of subscription agreements, operating agreements, and related investment documentation. Coordinate with legal counsel, ownership groups, and internal leadership regarding investment entity documentation and investor onboarding materials. Maintain organized records of partnership agreements, investment structures, and governance documentation. Support capital transaction documentation and investor compliance processes. Reporting & Data Management Ensure accuracy, consistency, and timeliness of portfolio financial information and reporting deliverables. Maintain organized financial models, lender files, investor records, and asset documentation. Identify opportunities to improve reporting processes, workflow efficiencies, and data organization practices. Qualifications Bachelor's degree in Finance, Accounting, Hospitality Management, Real Estate, Business, or related field. 3+ years of experience in hospitality finance, asset management, investor relations, commercial real estate, or related investment environments. Strong financial modeling, analytical, and reporting skills. Advanced proficiency in Microsoft Excel and financial reporting tools. Experience analyzing hotel financial statements and hospitality operational metrics preferred. Knowledge of debt structures, loan covenants, refinancing processes, and investment reporting preferred. Excellent written, verbal, and interpersonal communication skills. Highly organized with strong attention to detail and ability to manage multiple priorities simultaneously. Preferred Experience Hospitality ownership, hotel management company, private equity, REIT, or investment fund experience. Experience preparing investor reporting packages and supporting fund distributions. Familiarity with acquisitions/dispositions and transaction due diligence processes. Knowledge of hotel systems and reporting platforms such as STR, M3, ProfitSword, Juniper Square, or similar systems.

Key Competencies Financial Analysis & Modeling Investor & Owner Relations Hospitality Asset Management Debt & Loan Administration Investment Reporting Strategic Communication Organizational & Project Management Problem Solving & Critical Thinking Confidentiality & Professionalism Physical Requirements:

Must be able to bend, reach, kneel, push, and stretch and lift and/or carry up to 25 pounds. You will be working in a collaborative office setting with other workers, where various communications, work tasks, and common office activities are happening throughout the day. Must be able to remain focused, manage distractions, and effectively handle multiple tasks while meeting deadlines. Must be adaptable to working with a diverse range of cultures and backgrounds.. Have Knowledge and the ability to operate computer and office equipment. Must speak in a clear, understandable voice and hear at a basic level, and understand English Vision Hospitality Group is an equal opportunity/AA/Disability/Veteran employer. As an Equal Opportunity Employer, Vision Hospitality Group celebrates diversity and is committed to creating an equitable and inclusive environment and a sense of belonging for all associates. We do not discriminate and believe everybody should be proud of who they are, represent their culture and heritage, and live by the Golden Rule. Vision Hospitality Group LLC, offers the following benefits: Paid Time Off Optional Health, Wellness and Care benefits Health Reimbursement Program Flexible Spending Account Stay Discounts Optional Company paid Life Insurance 401(k) and 401(k) matching Employee Assistance Program Several Voluntary and Supplemental Insurance Options Select Paid Holidays and One Personal Floating Holiday Loyalty Incentives and Other Unique Incentive Programs