Senior Associate, Investor Relations

Job Description

Job Description

POSITION SPECIFICATION

INVESTOR RELATIONS SENIOR ASSOCIATE / ASSISTANT VICE PRESIDENT

Shine Associates, LLC has been retained to search, identify and recruit an Investor Relations Senior Associate / Assistant Vice President on behalf of our client ( Company’).

This position will be based in either the Boston, MA, Atlanta, GA, or NYC office and report to the Vice President of Investor Relations.

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 candidate’s personal review of the career opportunity.

CLIENT DESCRIPTION

Our client is a privately-held and vertically-integrated real estate company that develops, owns, and operates a portfolio of multifamily, industrial, and mixed-use developments.

With corporate offices in Atlanta, Boston, Dallas, Dubai, New York, and San Francisco, the firm is an experienced real estate private equity investor and manager supported by an integrated operating platform and has 60+ years of experience across multiple asset classes.

The Company’s existing and under-development properties are valued at over $29.0 billion.

During its 60+-year history, the firm has developed, managed or acquired over 96,000 residential units and 32.5 million square feet of commercial space in twenty-four states.

The current portfolio includes over 55,000 residential units, 1 million square feet of retail and office space, and 25 million square feet of industrial space.

INVESTOR RELATIONS SENIOR ASSOCIATE / ASSISTANT VICE PRESIDENT

The Investor Relations Senior Associate / Assistant Vice President is an exciting opportunity to join a new platform at an established firm, where you will play a key role in a new and growing team.

This role will assist the Investor Relations Vice President, the commingled fund Portfolio Management teams and various internal senior team members in the preparation of investor marketing materials and onboarding process.

This Senior Associate / Assistant Vice President position offers an opportunity to gain a high-level understanding of the firm's strategy, operations, and approach with investors.

The Senior Associate / Assistant Vice President will develop and utilize a broad skill set, ranging from effective written and oral communications to detailed investment performance analysis and disciplined project management.

ESSENTIAL DUTIES AND RESPONSIBILITIES

• 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 RFI’s 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
• Assisting in maintaining firm-level statistics to ensure consistency across internal and external facing marketing materials
• Work closely with the firm’s 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

LANGUAGE SKILLS

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations.

Ability to draft content, business correspondence, and interpret business concepts. Ability to effectively consolidate and present information to senior management.

QUALIFICATIONS, SKILLS AND EXPERIENCE

• Bachelor’s degree and 3-7 years of related, post-undergraduate experience
• Strong written and oral communication
• Proficiency in quantitative analysis
• Ability to multi-task and prioritize time-sensitive projects
• Organization and attention to detail
• Solid business acumen and understanding of financial terminology
• Knowledge of investor documentation, including subscription agreements and limited partnership agreements (law firm experience a plus)
• Advanced technical experience, proficient in Outlook, Excel, PowerPoint, Word
• Excellent interpersonal skills with a collaborative work style; extremely flexible, adaptable, a self-starter with the ability to work autonomously and in a team environment
• Positive and enthusiastic demeanor with excellent customer service skills
• Ability to assess issues, gather information, solve issues, and report when necessary
• Self-starter, intellectual curiosity, committed to continuous learning and development

COMPENSATION

The Company is prepared to offer a competitive compensation package including salary, bonus and other benefits.

CONTACT INFORMATION

Shine Associates, LLC

45 School St., Suite 301

Boston, MA 02108

www.shineassociatesllc.com

Hillary H. Shine, Principal Kelsey E. Shine, Director

Cell (203) 613-3562 Cell (508) 494-6569

[email protected] [email protected]

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