Keller Augusta · 1 week ago
Assistant Vice President/Vice President, Investor Relations
Boston, MA
Full-time
Onsite
Senior Level
$150K/yr - $185K/yr
7+ years expKeller Augusta is a distinguished real estate private equity firm with over 30 years of success in investment, development, and management. They are seeking an Assistant Vice President/Vice President of Investor Relations to oversee marketing and servicing of real estate funds, manage investor communications, and support capital-raising initiatives.
CommercialConsultingReal EstateRecruiting
Responsibilities
Oversee the creation of all investor-related correspondence and presentations, including quarterly and annual reporting letters, and materials for LP/Advisory Committee meetings
Contribute to the drafting of private placement memorandums for new fund offerings
Manage the end-to-end process for developing and distributing marketing collateral such as presentation books, investment summaries, and research papers—to support capital raising initiatives
Respond comprehensively to Requests for Proposals (RFPs) and due diligence questionnaires from all prospective clients and their consultants
Ensure the timely production of all deliverables required to respond to ongoing investor and consultant information requests
Analyze the competitive landscape, including peer fund offerings, performance metrics, and investor activity trends
Maintain and enhance all firm information published on the corporate website and client portal
Support the creation, maintenance, and organization of all marketing collateral and investor presentation material repositories
Assist with the administration of the CRM (Juniper Square) database, investor portal accounts, and electronic investor mailings
Coordinate the firm’s public relations activities, including website updates, press releases, and corporate branding initiatives
Perform research on prospective investors and compile detailed prospect profiles
Provide exemplary client service to existing and prospective investors
Facilitate the management of investor legal documentation and subscription processes
Assist with the planning and organization of all investor meetings and conferences
Undertake special projects assigned by key Leadership Team members
Participate in fundraising activities, investor meetings and relationship management with limited partners
Qualification
Required
Bachelor's degree; minimum of 7+ years professional experience in investment management industry; experience in real estate investment management, capital markets, research and investor relations strongly preferred
CRM Database experience is a plus
Sharp, confident multi-tasker who is flexible, proactive, and adapts quickly in a fast-paced team-oriented work environment
Highly proficient in Microsoft Office; experience in creating high-level presentations and graphics using PowerPoint required
High degree of integrity and discretion with regard to confidential information and data
Highly organized with ability to prioritize tasks efficiently, maintain meticulous attention to detail, and manage multiple projects/relationships
Goal oriented work ethic with a pragmatic approach to problem solving and follow through
Friendly, energetic, and professional approach to interactions with both internal and external constituencies
Ownership mentality, action-oriented self-starter
Excellent interpersonal skills; strong and effective verbal and written communication skills
Company
Keller Augusta
Keller Augusta is a full-service boutique executive search agency that specializes on the commercial real estate business.
11-50 employees
Funding
Current Stage
Early StageCompany data provided by crunchbase