INVESTOR RELATIONS ASSOCIATE

Description

Ram Realty Advisors LLC acquires and develops retail, multifamily, and mixed-use properties in select high-growth markets throughout the Southeast. The investments are capitalized by Ram-sponsored discretionary private equity funds and institutional co-investment vehicles. Since 1996, Ram has deployed in excess of $4.8 billion of capital. Ram and its predecessor entities were founded in 1978. The Company is headquartered in Palm Beach Gardens, Florida, and has offices in Tampa, Florida; Charlotte and Chapel Hill, North Carolina; and Nashville, Tennessee.

The Investor Relations Associate will help service Ram’s existing and prospector investor base and assist with various portfolio management responsibilities associated with Ram’s investment vehicles. This is a critical position that will support business development initiatives and help maintain/enhance relationships with Ram’s investment partners. This position will collaborate with senior management across all functional groups, external consultants (outside counsel, compliance, tax) and other service providers, understanding the holistic operations and strategy of the business, and how Ram provides value – to its investors, employees and the communities where it invests. This position provides exposure to high visibility projects and offers personal growth/development opportunities within Investor Relations, Fundraising, and Ram generally.

Essential Duties And Responsibilities

• Support the Capital Markets team in executing business/product development and client engagement strategies – includes marketing material creation/design/delivery.
• Assist with investor onboarding and due diligence process.
• Coordinate responses to incoming due diligence questions from prospective investors and act as the main point of contact.
• Manage incoming data requests from new/existing investors and respond in a timely manner. Includes: fund performance requests, DDQs, RFPs, track record analysis, consultant questionnaires/databases.
• Maintain Ram’s CRM (Yardi investor portal) and utilize database to manage marketing activity and provide reporting.
• Draft internal/external presentations and provide supporting data analysis.
• Provide insights and create reports on macro economy, competitive landscapes and industry trends.
• Coordinate investor due diligence visits, including preparing tour materials and rehearsing with team members.
• Plan and coordinate investor/partner events (e.g., annual investor meeting, partner update calls and portfolio reviews).
• Coordinate and participate in periodic meetings/calls with IR/Fundraising team and Senior Management Team regarding fundraising progress.
• Prepare and distribute announcements regarding major transactions, property updates/milestones, team updates, and other ad hoc external communication pieces.
• Research prospective investors and summarize prior conversations to prepare IR/fundraising team for upcoming meetings.
• Prepare and distribute quarterly consultant (existing and potential future investor) updates.
• Help maintain the Firm’s overall portfolio performance returns (“Track Record”) updated semi-annually (or quarterly during fundraising) and prepare comparisons against benchmarks for review by the Senior Investor Relations team. Gather and disseminate benchmark data.
• Prepare and distribute quarterly investor reporting templates.
• Assist with market research as requested for the Firm’s specific geographies; dissect trends and collaborate with other teams to qualify data that will help tell the story of an entire market; disseminate market research to the firm on a quarterly basis (and ad hoc, as needed) to be used in Investment Committee Memos, Marketing Materials, etc.
• Research, assemble, and distribute white papers regarding relevant subject matter (multifamily/mixed-use/retail, Southeast U.S., etc.) to help promote Ram as a thought leader and build firm visibility.
• Attend pitch meetings with the capital raising team, when practical.
• Complete other related projects as needed to support other divisional groups within the firm.
• Be an ambassador of Ram and uphold its reputation for excellence - Network and maintain positive industry-related relationships.
  
  

Requirements

These requirements represent the education, knowledge, skill, certifications/licensure and/or ability required to perform the job satisfactorily. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential duties noted above.

• Bachelor’s Degree from an accredited four-year college or university with a major in finance or accounting and three years of relevant work experience or an equivalent combination of experience and education.
• 3-4 years of professional experience with financial modeling and analysis, including scenario analyses.
• Quantitative and analytical experience with proficiency in Excel required.
• Relevant real estate experience (commercial and multifamily ideal) and a demonstrated ability to perform financial analysis both on an individual asset level as well as portfolio/fund level using methodologies such as NPV analysis and IRR analysis. This includes property and fund level waterfalls.
• Demonstrated ability to interpret both property and portfolio level financial results.
• Demonstrated ability to accurately capture large data and find meaningful relationships.
• Ability to analyze and interpret correspondence and business reports.
• Ability to comprehend complex legal documents.
  
  

These characteristics and skills are essential for success in this role:

• Excellent communication skills, both written and verbal.
• Strong attention to detail and the ability to work independently and within a team environment across various functions/departments, paying close attention to the quality of deliverables.
• Highly organized, methodical, and process oriented.
• Excellent time management skills with the ability to effectively manage multiple priorities and meet deadlines.
• Ability to analyze and interpret financial statements, real estate research reports, and financing structures.
• Strong financial modeling skills and in-depth experience with Excel.
• Must be a critical thinker and have a comfort level challenging the status quo and/or conventional wisdom.
• Ability to produce, review, analyze, and describe complex financial projections and related schedules.
• Comprehensive understanding of the valuation of retail and multifamily assets.
  
  

These characteristics are highly valued throughout the Company and essential for all team members:

• High degree of professionalism.
• Commitment to quality and a constant desire for improvement.
• Being open-minded and willing to learn.
• Humility and an ability to admit “I don’t know” or “I made a mistake”.
• Knowing when and how to ask for help.
• Adaptability and flexibility.
• A deep belief in the importance of putting the team first.
• A strong sense of respect for self and others.
• An unwavering commitment to integrity (no matter the perceived short-term cost).
  
  

Please note: The Team Member Description is not designed to contain a comprehensive list of duties and responsibilities that may be required of the employee. Duties and responsibilities may change at any time with or without notice.