Reports to: Investor Relations Manager

At Redwood Living, Inc. (“Redwood”), we know we are only as successful as the people who power us. Our employees are passionate, they are talented, they are empowered to make decisions that positively affect the lives of our residents. From site personnel to corporate leadership, our employees demonstrate Redwood's commitment to deliver more than expected, communicate openly and honestly, and demonstrate integrity in all aspects of our business. As we continue to grow, we seek these same qualities in every team member we bring on board.

Position Overview

Under the general direction of the Investor Relations Manager, the Investor Relations Coordinator will be responsible for preparing and distributing necessary investor relations correspondence materials efficiently and accurately. As such, you will be expected to act as a Redwood brand ambassador, promote our brand and provide the best resident experience possible.

All Redwood employees are expected to conduct all organizational business and practices in accordance to Redwood company policies.

Essential Duties & Responsibilities

• Construction closing administration
• Generate, circulate, and collect construction closing documents:
  • Subscription agreements
  • Operating agreements
  • Tax forms
  • Direct deposit forms
  • Letters of accreditation
• Store and update information relating to investor onboarding
• Ensure timely delivery and accuracy of all closing documents prior to closing
• Coordinate collection of investor wires for construction closings
• Ensure timely delivery of funds to achieve target close dates
• Provide confirmation of funds to investors
• Input investors/ownership in property management software.
• Provide project update such as construction progress, occupancy trends, rents, etc.
• Provides portfolio updates for top 50 investors & as requested
• Build out department reporting function in collaboration with FP&A, Development, PowerBI, etc.
• Generates and distributes quarterly Appfolio reports
• Uploads quarterly financials
• Assist in organizing investor events, meetings, roadshows, etc.
• Maintain and update investor contact databases
• Act as primary liaison with Investment Management Software Company (AppFolio)
• Conduct outreach initiatives to HNW individuals, family offices, and other prospective investors, to initiate intro call with IR team
• Generate refinance projection schedules
• Generate and distribute cash call documents
• Renaming, sorting, storing and uploading tax documents
• General auditing on a quarterly/bi-annual/annual basis
• Signature collection for operating agreement amendments and incentive ownership
• Collecting and storing 83(b) tax forms and ensuring timely delivery to the IRS
• Input Investor Data and Operating Agreement Data into investor relations software.
• Generate Multiphase Letter for Investor Relations Manager
• Consistently monitor entities drive to create efficiencies and accuracy of records.
• Scan and save executed documents onto Investor Relations Sharepoint and other databases.
• Assist with preparing Investor presentation materials.
• Reconcile expense reports as needed.
• Coordinate meetings per request of Investor Relations team.
• Generate capital call letters
• Generate investor loan Letters
• Coordinate trips for Investor Relations team.
• All other related duties, as assigned.

Required Skills

• Respectfulness, trustworthiness, empathy and leadership
• The ability to work under pressure
• Excellent time management and organization skills
• Strong communication skills and general business acumen
• The ability to communicate and interact with employees at all organizational levels
• Proven ability to plan, organize and implement multiple tasks/projects on a concurrent, real-time basis
• Critical Thinker/Analytical/Problem Solver

Required Qualifications, Education & Certifications

• • HS Diploma or GED Required
  • Undergraduate degree in business, finance, or related field preferred
  • 3 Years of administrative experience
  • Investor Relations or Finance experience preferred
  • Excellent computer proficiency

Working Conditions

Redwood Living, Inc. is an equal opportunity employer. Redwood strictly prohibits and does not tolerate illegal discrimination, and Redwood provides equal employment opportunities to employees and applicants without regard to race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local law.