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Investor Management Services Overview

Charlotte, NC
51 to 200 employees
Company - Private
Enterprise Software & Network Solutions
Unknown / Non-Applicable
Investor Management Services (IMS) is the leading investor management platform. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor Dashboards, CRM, Document Sharing, and Investor Statements. Founded by Rob Finlay in collaboration with ... Read more

Company Updates

  • IMS Celebrates New Headquarters With Open House

    We just moved into a new space in LOSO, Charlotte, and we want YOU to join our team!

    IMS Celebrates New Headquarters With Open House - INVESTOR MANAGEMENT SERVICES (IMS) BLOG

    Charlotte, NC: Investor Management Services (IMS), the leading investor experience platform for commercial real estate owners and investment firms and the only complete solution for investor management, today announced the grand opening of its new headquarters, which will be celebrated with an invitation-only open house on Thursday, March 28th for employees, their family and friends, ...

  • Happy International Women's Day!

    We are building a strong female community here at IMS, and want you to join us!
    Click here to explore open positions:

    Investor Management Services Jobs

    Search job openings at Investor Management Services. 5 Investor Management Services jobs including salaries, ratings, and reviews, posted by Investor Management Services employees.

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Investor Management Services – Why Work For Us?

Investor Management Services (IMS) is the leading investor management platform. The web-based IMS Platform provides automated Waterfall Distribution Processing, Investor DashboardsCRMDocument Sharing, and Analytics. Founded by Rob Finlay in collaboration with growth equity investor, Summit Partners, Investor Management Services was created in response to an obvious void that was causing inefficiencies for private equity real estate firms.

In 2000, Rob Finlay recognized the complications associated with defeasance contingencies in CMBS loans and successfully completed the first defeasance in the United States, then Canada. Commercial Defeasance established and led the industry; and continue to do so to this day.

15 years and thousands of transactions later, a very powerful and painful trend was identified with commercial real estate sponsors and owners – they were spending far more time than they wanted on non-core activities, such as distribution calculations, cash and document management, and investor relations and communications.

Out of that identified need, IMS was built to free up valuable time and resources for real estate investment firms to focus on their core objective. Over time, our clients have been able to reallocate thousands of hours to activities that drive value and their investors have been delighted by the personalized dashboard and document delivery system.

January 4, 2018


Today marks my one year anniversary at IMS – prompting great pride as I look back to reflect on the past year. I’m most proud of our team - the passion and belief in our vision to create something lasting is inspiring. Like you today, I had options about where I wanted to work. I was seeking a company with a purpose, a clear vision I could feel passionate pursuing. Second, I was seeking an early-stage company that offered opportunity for impact (I didn’t want to feel like a number). Third, I sought a company building something that mattered, something that could make a difference in the market (I didn’t need to change the world, but another mobile toaster app was not inspiring).   

I found all three ‘personal pursuits’ in IMS and realized this could be a once-in-a-career opportunity. Our vision is noble – we’re disrupting a FinTech market that has resisted technology for 30 years, at the detriment of investor transparency.  IMS will remove the black box to enable the next-generation investor with software, mobile, and analytics. The opportunity to make an impact is high within an early-stage startup. Radical Transparency is a Core Value at IMS – this allows every employee full access to the decisions, outcomes, and expectations of building value. We’ve seen it time and again: high potential employees accelerating their career trajectory when the lid is lifted on their potential. Third, I realized how much trust our clients are placing on IMS. This is a great responsibility as the only thing between our client and their investor is IMS. We are mission-critical, and that was a worthy pursuit to build something of significance in the world. 

It is an incredible honor for me to lead and serve the team at IMS and our customers. We have a phenomenal board of directors and a group of dedicated investors who have allowed IMS to build the right way… no short cuts taken and built to last. Built to lead. And I couldn’t be more excited about the strategic plan we have created with the guidance of our board. 

Our team celebrates the great early achievements at IMS; however, we are more excited about the future, the potential to go further. Next generation tech startups will disrupt the FinTech industry, and IMS has the advantage of being a first mover into our space. IMS harnesses the power of a world-class team, a solid strategy, and a technology platform that is proven to transform how business is done.  

With hyper-growth (we’ve tripled in size each of our first two years) we will continue to grow our team. We will follow our Core Values to ensure our culture remains vibrant and growth-oriented as we add new members to our team.  We’re building a culture of transparency, where we welcome the hard questions and refuse to give BS answers. We recognize A-level talent and empower employees to become owners in the company and make a true impact in their day to day. We move quickly so no two days are the same. 

If you are passionate about what you do and value your time, we should talk. We value the opportunity to work with people you respect, to share and learn together, and to attack a plan with a clear vision and strong purpose. If this aligns with your values, let's discuss your potential at IMS. 



Chris Atkinson

IMS is growing fast! Do you want be a part of a high growth, well funded, Software-as-a-Service company that is disrupting the commercial real estate industry? Do you want to be part of a team that builds companies the right way? Do you want to OWN IT?

Here are just a few of the other reasons you should consider a career at IMS:

  • Rewarding work – Regardless of your department, you will start to make a real business impact from Day 1.

  • Values-driven culture – At IMS, we foster a culture that is consistent with our vision for the company and the values we hold dear. Those values are evident in everything we do, from the day-to-day in the office to our community service events. 

  • High-growth company – We are a fast-paced company where no two days are the same, and we're excited about that! You may wear multiple hats at a time, but you will also gain cross-functional expertise and build out your skillset.

  • Competitive benefits – From local craft beer, organic snacks, and weekly lunches to an on-site gym, ping pong tournaments, and unlimited PTO, we offer perks to boost our employees' health, happiness, and overall well-being.

We are currently recruiting the following positions. Don't see a fit? Drop us a note with your background and why you are a game changer at

Our Customers Define Us

We strive to delight our customers and keep them and their business needs top of mind.

We are One 

Our employees exemplify a team player attitude in everything they do.

Never Quit Resilience 

Our teams stay positive when pursuing new altitudes, reacting to change, and recovering from setbacks.

Innovation; Progress Over Perfection 

We encourage employees to take calculated risks and foster an environment where it’s okay to fail (and we mean it!).


From top-down and bottom-up, we are eager to be open, share information, communicate with each other, and build trust across the company.

Investor Management Services Reviews

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Investor Management Services CEO Chris Atkinson
Chris Atkinson
20 Ratings
  • Helpful (1)

    "High-Growth Company that is Making a Market in CRE"

    • Work/Life Balance
    • Culture & Values
    • Career Opportunities
    • Comp & Benefits
    • Senior Management
    Current Employee - Solutions Consultant in Charlotte, NC
    Current Employee - Solutions Consultant in Charlotte, NC
    Positive Outlook
    Approves of CEO

    I have been working at Investor Management Services full-time (Less than a year)


    IMS has cultivated a culture of positivity and excellent top-down communication. This is great place to grow both personally and professionally at a pace that cannot be achieved elsewhere. Overall a fun place to work.


    Due to the growth demands of IMS you are going to be expected to perform sooner rather than later. How prepared you are for that is up to you.

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Investor Management Services Photos

Investor Management Services photo of: Office Mural! (Artist is one of our own!) . OWN IT acronym for new IMS Core Values
Investor Management Services photo of: Taking the collaboration outside!
Investor Management Services photo of: Happy International Women's Day!
Investor Management Services photo of: One of our VPs relaxing in an air hammock
Investor Management Services photo of: Eating lunch with team mates
Investor Management Services photo of: The company provides lunch for employees every Friday ... mmmmmm!
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Investor Management Services Interviews



Getting an Interview

Getting an Interview





    ADR Interview

    Anonymous Employee in Charlotte, NC
    Accepted Offer
    Positive Experience
    Difficult Interview


    I applied through an employee referral. The process took 2 weeks. I interviewed at Investor Management Services (Charlotte, NC) in March 2017.


    IMS uses a psychology profiling online tool to measure your IQ, stress tolerance, problem solving, etc They filter candidates on criteria they seek in the role. Mentioned strongest candidates have off the chart intellect and problem solving skills.

    Interview Questions

    • Describe a recent time you were truly passionate about creating something?   Answer Question
    • Describe how a culture with healthy competition can turn into something less vibrant?   Answer Question
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Investor Management Services Awards & Accolades

  • 2018 Best Places to Work, Triangle Business Journal, 2018
  • 2018 Best Places to Work, Charlotte Business Journal, 2018
  • Top Work Places 2018, The Charlotte Observer, 2018
  • Best Real Estate Blog, REMAS, 2018
  • Most Innovative Back Office Technology, NREI/IMN CRE Awards, 2016
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