Shine Associates, LLC · 2 months ago
Vice President, Investor Relations
Boston, MA
Full-time
Onsite
Director/Executive
7+ years expShine Associates, LLC is searching for a Vice President of Investor Relations for a real estate investment and development company focused on industrial and residential markets. The role involves maximizing equity capabilities across high-net-worth investors and institutional joint venture partnerships, while servicing existing investor relationships and supporting fundraising efforts.
Real Estate
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
Maintain the Investor Relations database – powered by Juniper Square
Assist in the creation and publication of new investment offerings
Support the publication of the Firm’s 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 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
Assist 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
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
Qualification
Required
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
Company
Shine Associates, LLC
Shine Associates, LLC is a Boston based consulting and executive search firm that provides its clients in the commercial real estate industry with services at a national level.
2-10 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase