Investor Relations Coordinator

Korn Ferry is partnering with our client on their search for an Investor Relations Coordinator.

Company Overview:

• Privately backed U.S. real estate development and investment firm with a diverse portfolio spanning residential, commercial, mixed use, and hospitality assets
• Manages a portfolio of more than $4 billion in assets across nine states, with an additional $4 billion development pipeline
• Focused on complex real estate investments and developments, including urban mixed-use projects and luxury hospitality
• Benefits from flexible, long-term capital that allows the organization to pursue large scale investments and take a long-term approach to its properties
• Highly stable, relationship driven organization with a strong emphasis on long term growth, execution, and creating lasting value

Role Summary:

• Title: Investor Relations Coordinator
• Department: Investments & Analysis
• Reports To: Senior Vice President, Investments & Analysis
• Work Arrangement: Fully in office with flexibility around daily arrival and departure times
• Travel: Periodic travel required for investor roadshows, conferences, meetings, and project site visits
• Team Scope: Newly created role partnering closely with senior leadership, Investments, Asset Management, Accounting, Capital Markets, and external investors
• Primary Focus: Help establish and organize the investor relations infrastructure, manage relationships and communication with prospective and current investors, coordinate internal and external meetings, and support investor reporting as the organization prepares for future fundraising activity

Key Responsibilities:

• Serve as a primary point of contact for prospective and current third-party investors, ensuring timely communication and consistent follow-up
• Help evaluate, select, implement, and organize a new investor CRM platform
• Maintain accurate CRM records covering investor contacts, interactions, interests, investment profiles, relationship status, commitments, governance rights, and reporting preferences
• Coordinate investor meetings, introductory discussions, conferences, roadshows, project tours, and site visits alongside senior leadership
• Manage internal calendars and meeting logistics for the investment and investor relations teams
• Research prospective investors and organize them based on investment profile, interests, relationship status, and potential fit
• Prepare regular investor pipeline updates and relationship summaries for senior leadership
• Assist with the development of investor reporting templates, reporting calendars, data rooms, and supporting investor relations processes
• Coordinate monthly investor reporting with Accounting, Asset Management, market leadership, and other internal stakeholders
• Review and organize investor financial reporting, including financial statements, budget variances, capital account statements, and project performance information
• Prepare investor communications and materials related to project performance, construction progress, budgets, schedules, operating results, and investment activity
• Coordinate responses to investor questions, diligence requests, and information needs across internal departments
• Support investor onboarding at each close, including subscription documentation and KYC/AML requirements
• Track investor reporting, compliance, notice, consent, and governance deadlines to ensure obligations are completed on time
• Document investor relations processes and help create scalable workflows as the function and investment platform continue to grow
• Handle confidential investor, financial, and company information with discretion

Ideal Candidate Profile:

• Bachelor’s degree in Finance, Real Estate, Business, Economics, Accounting, or a related field
• 4- 6 years of relevant experience in investor relations, real estate investment, capital markets, investor reporting, fundraising support, or a related area
• Experience working directly with institutional investors, family offices, private investors, or other external investment partners
• Strong relationship-building skills with the confidence and presence to communicate with investors, senior executives, and internal leadership
• Highly social and personable professional who enjoys building new relationships and maintaining regular contact with investors
• Experience coordinating investor meetings, calls, conferences, roadshows, and site visits
• Strong organizational skills with the ability to manage multiple investor requests, meetings, reporting cycles, and internal deadlines simultaneously
• Experience working with CRM platforms and the ability to help evaluate, implement, organize, and maintain a new system
• Working knowledge of financial statements and basic accounting concepts
• Experience preparing, coordinating, or reviewing reporting delivered to external investors
• Strong written and verbal communication skills with the ability to explain investment and financial information clearly to different audiences
• Comfort operating in a highly visible role and working closely with senior leadership
• Proficiency in Excel, Word, PowerPoint, and CRM platforms
• Proactive and adaptable self-starter who can bring structure to a newly created position and help establish processes from the ground up
• Interest in growing with the organization, expanding their investor relations expertise, and taking on broader responsibility as the investment platform develops

Compensation & Benefits:

• Target Base Compensation: $120K-$140K with flexibility for an ideal candidate
• Annual Bonus Opportunity: 10%
• Opportunity to join a sophisticated family office with a significant pipeline of real estate investments
• Direct exposure to senior investment leadership, third party investors, and major development projects
• Newly created position with the opportunity to help shape the investor relations function and supporting systems
• Strong long-term growth potential as the company expands its investor relationships and begins funding future projects
• Stable and collaborative culture with strong internal continuity and long employee tenure

Selling Points

• Newly created role with the opportunity to build structure and make an immediate impact within the investor relations function
• Join the U.S. real estate investment arm within a sophisticated family office environment
• Exposure to approximately $2.5 billion to $3 billion of projects currently in the company’s pipeline
• Opportunity to help evaluate and implement the organization’s first dedicated investor CRM platform
• Direct interaction with prospective and current third-party investors, senior executives, and investment leadership
• Meaningful involvement in investor meetings, conferences, roadshows, project site visits, reporting, and fundraising preparation
• Opportunity to join the company before its next stage of fundraising and help create scalable systems and processes
• Strong long-term career growth for someone who wants to expand their investor relations and real estate investment expertise
• Highly stable organization where many employees have built careers of 10 to 15 years or longer
• Collaborative in-office culture with flexibility around daily arrival and departure times

SE #510831426