What are the responsibilities and job description for the Investor Relations Coordinator (Multifamily Real Estate Development) position at Sanford Barrows Group?
Job Title: Investor Relations Coordinator (Multifamily Real Estate Developer)
Location: Boca Raton, FL (in-office role, NOT hybrid or remote)
Salary: $85k - $95k base (might go slightly higher depending on experience), plus bonus
Note: This role is with a company with a very active development pipeline and appetite for development. In addition, the company has an amazing culture that promoted collaboration, teamwork, mentorship and promotion from within.
Duties:
- Cultivates client relationships through best-in-class communication with investors and intermediaries, fielding a high volume of calls and emails daily.
- Day-to-day client facing engagement and client support and takes ownership of solving issues.
- Resolves escalated issues by collaborating with department and team members.
- Handles all facets of client account maintenance needs including facilitating requests with capital markets, finance, operations, and legal teams.
- Works closely with accounting team to generate and distribute capital call and distribution notices and tracks all investor-facing capital activity events.
- Liaise with custodian platform reps onboarding investors, maintaining accounts, capital calls and reporting
- Facilitates investor onboarding including the investor verification process.
- Administers and facilitate signing of legal documentation for stakeholders, including fund partnership agreements, amendments, transfers, and consents.
- Utilization and data management of the CRM and investor portal, system testing, auditing, and document uploads.
- Adheres to compliance and operational processes and procedures with the utmost integrity.
- Assists with ad hoc fund-related projects and analyses.
- Maintains strong working relationships with clients and internal business groups.
- Ensures all work is on-time, detailed, accurate and “audit-ready”.
- Follows established processes and procedures, to continuously improve accuracy, reduce redundancy, and mitigate risk.
Requirements:
- Bachelor’s degree in economics, finance, accounting, or real estate.
- Excellent verbal and written communication skills.
- Sincere interest in real estate, capital markets, and the overall economy.
- Minimum of 2 years of investor relations or capital markets experience in real estate, investment banking, investment management, or economic research.
- Strong administrative skills, including confidentiality and organization.
- Strong skills in Excel and PowerPoint.
- Expertise with Juniper Square, or similar CRM software a plus.
- Excellent analytical, financial, and quantitative skills with the highest level of attention to detail.
- Demonstratable experience reading and interpreting legal documents.
Salary : $85,000 - $95,000
