Associate - Investor Relations & Project Management

Job Overview:

We are seeking a highly motivated and detail-oriented Associate to join our Investor Relations (IR) team. This role will primarily focus on supporting various IR activities, including project management, due diligence questionnaires (DDQs), pitch books, investor communications, and market research. The successful candidate will be responsible for assisting in the development and maintenance of relationships with investors while ensuring that all IR materials are accurate, timely, and aligned with company objectives.

Key Responsibilities:

• Investor Relations Support:
• Assist in preparing and coordinating investor presentations, pitch books, and other investor-facing materials.
• Respond to investor inquiries, maintaining accurate and timely communications.
• Project Management:
• Oversee and manage multiple IR projects simultaneously, ensuring deadlines are met and work is completed efficiently.
• Coordinate with internal teams and external partners to ensure smooth execution of various IR initiatives.
• Due Diligence Questionnaires (DDQs):
• Prepare and update DDQs, investor requests, and other reporting documents, ensuring consistency and accuracy.
• Collaborate with internal teams to gather necessary data and respond to investor inquiries.
• Market Research & Analysis:
• Conduct market research, competitor analysis, and investor sentiment analysis to support IR strategy.
• Provide insights into market trends, investor behaviors, and competitor activities to assist in strategic decision-making.
• Data Management:
• Maintain and update investor databases, ensuring all investor information is current and accurate.
• Monitor and track investor engagement, ensuring all inquiries and follow-ups are logged and addressed promptly.
• Internal Collaboration:
• Work closely with the finance, legal, and marketing teams to ensure consistent messaging and effective communication of key company initiatives.

Required Skills & Qualifications:

• Education: Bachelor’s degree in Business, Finance, Communications, or related field.
• Experience: 1-3 years of experience in investor relations, project management, or a similar role, preferably within a corporate finance or investment firm environment.
• Skills:
• Strong written and verbal communication skills.
• Exceptional attention to detail and ability to work under tight deadlines.
• Proficient in Microsoft Office Suite (Excel, PowerPoint, Word) and experience with fand experience with institutional investor databases (e.g., Preqin, eVestment) is a plus.
• Strong organizational and project management skills with the ability to manage multiple priorities simultaneously.
• Knowledge of the capital markets, financial reporting, and investment trends.

Preferred Qualifications:

• Experience in preparing and coordinating due diligence questionnaires (DDQs), investor presentations, or pitch books.
• Familiarity with investor relations platforms and CRM tools.
• Ability to interpret financial data and trends to support investor communications.
• Knowledge of ESG (Environmental, Social, Governance) reporting is a plus.

Personal Attributes:

• Proactive, self-motivated, and able to work independently as well as part of a team.
• Strong interpersonal skills and the ability to build relationships with investors and internal stakeholders.
• High level of integrity and professionalism in handling sensitive and confidential information.
• Strong problem-solving ability and ability to think critically.

More About Rockwood Capital

Rockwood Capital is a real estate investment firm with offices in New York, San Francisco, and Los Angeles. Rockwood was founded in 1995 and provides equity and debt capital for core, core-plus, value-add and special situation real estate investment opportunities. Since inception, Rockwood Capital and its principals have invested in approximately $39.0 billion of real estate and real estate-related assets. Rockwood Capital currently manages over $13.0 billion of real estate on behalf of over 120 public and private pension plans, sovereign wealth funds, endowments, foundations, insurance companies, and high net-worth families and individuals. For additional information, please visit: www.rockwoodcap.com.

Resume selection will be based solely on merit and will be without discrimination because of age, sex, sexual orientation, race, religion, national origin, marital status, or disability.

ROCKWOOD CAPITAL IS AN EQUAL OPPORTUNITY EMPLOYER.