Vice President, Investor Relations

POSITION SPECIFICATION

VICE PRESIDENT of INVESTOR RELATIONS
Shine Associates, LLC has been retained to search, identify and recruit a Vice President of Investor Relations (“VPIR”) on behalf of our client (‘Company’). This position will be based in the Boston, MA office.

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 real estate investment and development company that focuses primarily on industrial and residential markets. Headquartered in Boston, with offices in Atlanta and Philadelphia, the Company searches for unique investment opportunities throughout the East Coast.

The Company finds and invests in opportunities across the risk spectrum; this results in insightful investments ranging from short-term, value-add projects to long-term, multiple-oriented deals. With operating expertise across this spectrum, the firm is capable of capitalizing on a vast array of deal types.

The Company takes seriously their Core Values :

1. Value Creation : Their business is built on finding and creating value in every deal, property, and relationship.
2. Ownership : Operates with extreme ownership , where every team member is accountable for their collective success.
3. Fiduciary Excellence : Committed to safeguarding their investors’ capital , ensuring every decision maximizes value with transparency and integrity.
4. Agility : They move swiftly and strategically, taking advantage of hidden opportunities in the market.
5. Growth and Humility : Lead with humility and a focus on continuous growth—both personally and professionally.

VICE PRESIDENT of INVESTOR RELATIONS

Our client is a real estate investor and developer focused on the commercial and residential sectors. The Company currently owns over four million square feet of real estate across the East Coast and has a pipeline of development approaching $1 billion.

The Vice President of Investor Relations position is an opportunity for an exceptional candidate to advance their real estate career. The candidate will join a dynamic team and will be responsible for maximizing the equity capabilities across both high-net-worth investors and our institutional joint venture partnerships. Focusing on servicing the existing Investor base, Inbound Investor referrals, and additional ad hoc Investor requests.

The Company’s platform is unique in that we source equity from investors that range from individual high-net-worth accredited investors to large scale institutions and pension funds. The demands of each pool of capital are remarkably unique and tailored to their needs. The result is a position that sits at the intersection of Investor Relations, Asset Management, and Acquisitions with exposure and the need to understand each business line.

This position will report directly to Partner, Head of Investor Relations, in support of the Head of Institutional Equity and Head of Private Capital – all three are experienced members of the firm’s team with a core focus on sourcing equity for all new deals and servicing the existing equity relationships across the portfolio.

SPECIFIC 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.

QUALIFICATIONS & SKILLS

• 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

COMPENSATION & BENEFITS

The annual compensation for this role is expected to be approximately $165,000-180,000. Actual base salary and bonus will be determined by several components, including but not limited to: relevant experience, skills and qualifications, base salary of internal peers, and geographic location.

CONTACT INFORMATION

Shine Associates, LLC
45 School Street, Suite 301
Boston, MA 02108

David Slye, Managing Director Kelsey Shine, Director
(781) 254-0600 (508) 494-6569
[email protected] [email protected]