Job Description

Job Title: Investor Relations Coordinator (Multifamily Real Estate Developer)

Location: Boca Raton, FL (in-office role, NOT hybrid or remote)

Salary: $85k - $95k base (might go slightly higher depending on experience), plus bonus

Note: This role is with a company with a very active development pipeline and appetite for development. In addition, the company has an amazing culture that promoted collaboration, teamwork, mentorship and promotion from within.

Duties:

• Cultivates client relationships through best-in-class communication with investors and intermediaries, fielding a high volume of calls and emails daily.
• Day-to-day client facing engagement and client support and takes ownership of solving issues.
• Resolves escalated issues by collaborating with department and team members.
• Handles all facets of client account maintenance needs including facilitating requests with capital markets, finance, operations, and legal teams.
• Works closely with accounting team to generate and distribute capital call and distribution notices and tracks all investor-facing capital activity events.
• Liaise with custodian platform reps onboarding investors, maintaining accounts, capital calls and reporting
• Facilitates investor onboarding including the investor verification process.
• Administers and facilitate signing of legal documentation for stakeholders, including fund partnership agreements, amendments, transfers, and consents.
• Utilization and data management of the CRM and investor portal, system testing, auditing, and document uploads.
• Adheres to compliance and operational processes and procedures with the utmost integrity.
• Assists with ad hoc fund-related projects and analyses.
• Maintains strong working relationships with clients and internal business groups.
• Ensures all work is on-time, detailed, accurate and “audit-ready”.
• Follows established processes and procedures, to continuously improve accuracy, reduce redundancy, and mitigate risk.

Requirements:

• Bachelor’s degree in economics, finance, accounting, or real estate.
• Excellent verbal and written communication skills.
• Sincere interest in real estate, capital markets, and the overall economy.
• Minimum of 2+ years of investor relations or capital markets experience in real estate, investment banking, investment management, or economic research.
• Strong administrative skills, including confidentiality and organization.
• Strong skills in Excel and PowerPoint.
• Expertise with Juniper Square, or similar CRM software a plus.
• Excellent analytical, financial, and quantitative skills with the highest level of attention to detail.
• Demonstratable experience reading and interpreting legal documents.

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