18 days old

Investor Relations Coordinator

Grubb Properties
Charlotte, NC 28209
  • Job Code
    130249732

Job Description

TITLE: Coordinator, Investor Relations

CLASSIFICATION: Full-time

DEPARTMENT: Grubb Fund Management

REPORTS TO: Director, Investor Relations

Position Summary:

The Coordinator, Investor Relations is responsible for assisting with developing and maintaining beneficial long-term relationships with the company's investors; helping to communicate the company's investment message to the investment community on behalf of the company; and assisting with monitoring and updating the organization on the opinions of the investment community.

Essential Duties and Responsibilities:

  • Assists with maintenance of company investor relations plan.
  • Serves as a point of contact for all investors and shareholders.
  • Enters investor account information into Master Investor Database/CRM. Ensures names and contact information are accurate and any changes are communicated effectively throughout the organization. Assist with creation of custom reports weekly for Business Development Meeting and as needed.
  • Proactively builds relationships with new and existing investors. Monitors and documents all significant communication (verbal and written). Ensures communication is appropriate and accurate.
  • Assists with quarterly/annual reporting and other communications to investors and shareholders (including capital tracking sheets, special reports for major investors), regularly assessing content and professional appearance of all reporting and communication.
  • Post subscription documents, Yardi IM investor statements, investor communications, K-1's and other secure documents to the fund administrator's FTP secure site.
  • Maintains relationships with brokers-dealers, attorneys, fund administrators, thoroughly understands the terms of any offering, and ensures regulatory compliance and operating agreement/offering requirements are met throughout the life of an investment.
  • Reviews all incoming investor subscription agreements to confirm all information is completed and KYC items included. Request additional items as needed for investor approval. Tracks commitments and money raised.
  • Assists with communication related to capital calls and distributions
  • Assists with distribution of K-1's and other tax related information. Maintains adequate knowledge of organization/entity flow charts and basic tax rules.
  • Coordinates and facilitates investor assignment and assumption agreements to include: approval of assignment from Grubb Fund Management or SPV Investor Relations, completion and full execution of assignment and assumption agreement forms, collecting assignee's photo ID, W-9 and banking information; submission of documents to fund accounting, fund administrator, updating Master Investor Database/CRM.
  • Provides feedback to organization regarding the investment community's perception of the company.

Knowledge/Critical Skills:

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill, and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Bachelor's Degree required
  • Two-Five years successful real estate industry experience; strong client relationship experience preferred.
  • Strong knowledge of investment terminology and understanding of financial reporting.
  • Excellent oral and written communication skills; strong ability to communicate with broad range of investors.

Physical Demands/Environmental Factors:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

  • Works in office setting as well as on job sites.
  • Works under minimal supervision.
  • Frequently moves about to coordinate work.
  • Wears hard hat on job sites.
  • Occasionally walks, climbs stairs, visually inspects.

Critical features of this job are described under the previous headings. They may be subject to change at any time due to reasonable accommodation or other reasons. This job description does not list all the duties of the job. You may be asked by supervisors to perform other non-essential assignments and duties. You will be evaluated in part based upon your performance of the tasks listed in this job description.

MANAGEMENT HAS THE RIGHT TO REVISE THIS JOB DESCRIPTION AT ANY TIME. THE JOB DESCRIPTION IS NOT A CONTRACT FOR EMPLOYMENT, AND EITHER YOU OR THE EMPLOYER MAY TERMINATE EMPLOYMENT AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICE.



PI130249732

Categories

Posted: 2021-02-11 Expires: 2021-03-14

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Investor Relations Coordinator

Grubb Properties
Charlotte, NC 28209

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