Vice President, Investor Relations

Boston, NH - USA

Monthly Salary: Not Disclosed

Posted on: Yesterday

Vacancies: 1 Vacancy

Job Summary

POSITION SPECIFICATION

VICE PRESIDENT of INVESTOR RELATIONS

Shine Associates LLC has been retained to search identify and recruit a Vice President of Investor Relations (VPIR) on behalf of our client (Company). This position will be based in the Boston MA office.

CONFIDENTIALITY

Shine Associates LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning the Company provided or verbally discussed is confidential. All materials and discussions are to be utilized for the sole purpose of a candidates personal review of the career opportunity.

CLIENT DESCRIPTION

Our client is a real estate investment and development company that focuses primarily on industrial and residential markets. Headquartered in Boston with offices in Atlanta and Philadelphia the Company searches for unique investment opportunities throughout the East Coast.

The Company finds and invests in opportunities across the risk spectrum; this results in insightful investments ranging from short-term value-add projects to long-term multiple-oriented deals. With operating expertise across this spectrum the firm is capable of capitalizing on a vast array of deal types.

The Company takes seriously their Core Values:

Value Creation: Their business is built onfinding and creating valuein every deal property and relationship.
Ownership: Operates withextreme ownership where every team member is accountable for their collective success.
Fiduciary Excellence: Committed tosafeguarding their investors capital ensuring every decision maximizes value with transparency and integrity.
Agility: They move swiftly and strategically taking advantage ofhidden opportunitiesin the market.
Growth and Humility: Lead withhumilityand a focus on continuous growthboth personally and professionally.

VICE PRESIDENT of INVESTOR RELATIONS

Our client is a real estate investor and developer focused on the commercial and residential sectors. The Company currently owns over four million square feet of real estate across the East Coast and has a pipeline of development approaching $1 billion.

The Vice President of Investor Relations position is an opportunity for an exceptional candidate to advance their real estate career. The candidate will join a dynamic team and will be responsible for maximizing the equity capabilities across both high-net-worth investors and our institutional joint venture partnerships. Focusing on servicing the existing Investor base Inbound Investor referrals and additional ad hoc Investor requests.

The Companys platform is unique in that we source equity from investors that range from individual high-net-worth accredited investors to large scale institutions and pension funds. The demands of each pool of capital are remarkably unique and tailored to their needs. The result is a position that sits at the intersection of Investor Relations Asset Management and Acquisitions with exposure and the need to understand each business line.

This position will report directly to Partner Head of Investor Relations in support of the Head of Institutional Equity and Head of Private Capital all three are experienced members of the firms team with a core focus on sourcing equity for all new deals and servicing the existing equity relationships across the portfolio.

SPECIFIC RESPONSIBILITIES

Support and service existing investor relationships through in-person meetings portfolio performance reviews and calendar-based reporting.
Administer legal document formation capital account set-up and the Investor subscription process for all Company Investors.
Assist in the creation and publication of new investment offerings.
Support the publication of the Firms quarterly/annual reports and business plans to investors.
Work closely with other key company functional areas (acquisitions asset management finance accounting compliance tax and legal) to compile data and insights for investor reports questionnaires communications and ad-hoc requests
Manage the coordination of investor fund closings (open and closed end vehicles) including working closely with legal counsel and third-party administrators to coordinate investor subscription documents and limited partnership agreements
- Review and organize subscription documentation and corresponding information
- Track and document essential information through the review of legal documentation
- Assist in coordinating documentation with legal team and managing correspondence with LPs
Provide prospective and existing investor support via CRM platform
Support fundraising efforts by working directly with senior team members to create marketing materials including PPMs and DDQs and RFIs for current investor updates and potential investors as well as due diligence presentations
- Provide quarterly updates to investor and consultant databases
Assist in the creation procurement and updating of marketing material content and design
Maintain membership subscriptions to a number of industry networks
Manage quarterly updates to consultant and investor databases and surveys
Assist in preparing and review content for private placement memorandum and other investment vehicle documents
Participate in portfolio management calls
Work closely with Accounting team to assist in investor reporting
Assist in maintaining firm-level statistics to ensure consistency across internal and external facing marketing materials
Work closely with the firms Marketing team to ensure brand consistency across all internal and external facing materials (reporting website advertising etc)
Analyze investment-level data and prepare appropriate summaries
Synthesize quantitative and/or qualitative market and economic data perform regular research on industry trends peers capital markets and develop regular communication and reporting for senior management and investors
Participate in a range of internal projects that require assistance with written communications data analysis and PowerPoint presentations
Ensure investor inquiries are completed in a timely manner and with thoughtful answers that satisfy the investor and maintain corporate / brand message
Various special projects as requested
Ability to travel to assets as needed.
Research document and establish relationships and prospect-leads for new investors - both organically and through lead-gen software.

QUALIFICATIONS & SKILLS

7-12 years of investor relations client service with real estate experience preferred with a focus on relationship management
Undergraduate degree with a focus on finance economics real estate with outstanding academic record
Proficient in Microsoft Office Suite with a focus on Excel PowerPoint & Word
Juniper Square experience a plus
Working knowledge of real estate accounting investment and financial concepts
Self-starter
Highly organized
Excellent writer with the ability to convey complex investments in a simple manner

COMPENSATION & BENEFITS

The Company is prepared to offer a competitive compensation package.

CONTACT INFORMATION

Shine Associates LLC
45 School Street Suite 301
Boston MA 02108

David Slye Managing Director Kelsey Shine Director

emailprotected emailprotected

Required Experience:

Exec

POSITION SPECIFICATIONVICE PRESIDENT of INVESTOR RELATIONS Shine Associates LLC has been retained to search identify and recruit a Vice President of Investor Relations (VPIR) on behalf of our client (Company). This position will be based in the Boston MA office. CONFIDENTIALITYShine Associates LLC h...