The Company

BridgeInvest is a Miami-based fund manager that operates a series of discretionary private credit funds focused on real estate lending. With over $1.8 billion of assets financed, BridgeInvest is one of the leading capital providers in the Southeast U.S. We offer a collegial work environment with an entrepreneurial team that promotes growth, learning and long-term retention. BridgeInvest was also honored by the South Florida Business Journal as a “Best Place to Work” in 2023.

Key Pointers:

• Strong track record.

Integrity

• We believe that integrity means always adhering to and executing on the terms agreed upon with our borrowers.

Transparency

• We prioritize open communication and full transparency during all stages of the closing process to ensure that each party succeeds.

Relationships

• Our main objective is to foster longstanding relationships built on a foundation of trust and an alignment of interests.

Purpose of the Position

BridgeInvest is seeking an investor relations specialist for our series of real estate credit funds. The role will be responsible for creation of marketing materials and managing success of marketing campaigns, including investor events. You will conduct regulator correspondence with HNWI, family offices, bank platforms/RIAs and small institutions primarily in Latin America and in the U.S.. Candidates should have a strong analytical background, with an ability to multitask and excellent attention to detail, reporting directly to a Partner at BridgeInvest.

Key Responsibilities

• Updated marketing materials, including investment memorandums, PPMs, pitch decks, quarterly letters
• Drafting and updating DDQs, RFPs, investor questionnaires, investor databases
• Managing Sales CRM, including contact information, relevant notes/feedback to report sales targets to Partners
• Project manage roadshows and marketing campaigns
• Draft white papers, intellectual capital, as well as coordinate investor events
• Understand retail and institutional channels
• Liaise with placement agents and large LPs on reporting requirements

The Candidate

Skills and Competencies

• Minimum of 5 years of investor relations experience with strong analytical skills.
• Self-starter attitude with ability to act independently as well as think outside of the box
• Outstanding communication skills, both verbal and written
• Bachelor's degree required, preferably with a finance, legal or real estate focus

Education

• Bachelor's degree required, preferably with a finance, legal or real estate focus

Compensation

• Base Bonus

SE# 510564429