Investor Relations Coordinator

Waypoint Residential is a vertically integrated real estate investment firm specializing in the multi-family and conventional sectors. Founded in 2011 and with four offices nationwide, the firm acquires, develops, operates, and finances multifamily rental properties throughout the United States.

We are looking for an experienced Investor Relations team member to join the Investors Relations department, a dynamic team that works to maintain and expand Waypoint Residential’s real estate investment platform. A successful candidate will play a key role in Waypoint Residential’s fund business and actively interface and support investor relations services and operations, and boarder capital market activities. This position serves as a front-facing organizational and administrative point of contact to more than 1,000 sophisticated investors.

This is a full-time, salaried (exempt) position reporting to the Director of Investor Relations. Waypoint Residential is pleased to offer generous, comprehensive benefits that include paid time off, parental leave, health insurance, vision and dental coverage, disability, life insurance and a 401(k) plan with employer match. This is an in-office position in Boca Raton, FL.

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.