Investor Relations Associate

Summit Search Group; Toronto; Hybrid; CAD 55,000 - 80,000; Full time

Job summary

A real estate investment organization in Toronto is looking for an Investor Relations Associate to enhance communications and marketing efforts with potential and existing investors. The role requires managing leads through a CRM system, preparing investor communication materials, and organizing marketing events. Ideal candidates will have a Bachelor's degree and 1-2 years in a client-facing role, with strong communication skills and a proactive approach to investor outreach. A competitive base salary and benefits are offered.

Benefits

Competitive salary

Variable bonus

Benefits package

Qualifications

• 1 to 2 years of experience in an administrative and/or client-facing role.
• Ability to work in a dynamic, fast-paced environment.
• Maturity and high standards of integrity and professionalism.

Responsibilities

• Act as the first point of contact for potential leads.
• Manage follow up sequencing and tracking leads.
• Assist in providing a weekly summary report on Call Booking Progress.

Skills

Excellent communication skills (written and oral)

Strong presentation and relationship-building skills

Driven and detail-oriented

Proactive in handling phone outreach

Excellent organizational and time management abilities

Education

Bachelor’s Degree in Business, Marketing, Communications, Sales, or a related field

Tools

HubSpot

Job description

Our client is a growing real estate investment organization.

Position Scope

Our client is looking for a new Investor Relations Associate who will play an integral role in the day-to-day communications and marketing to potential and existing investors across the company’s offerings. Reporting to the Manager, Investor Relations, and working closely with the Director, Marketing & Communications, and the extended Private Capital Markets team.

This is a hybrid role: 2 days per week in office (Tuesdays and Thursdays) and 1 Wednesday out of every month in the office.

Responsibilities

Investor Relations

• Act as the first point of contact for potential leads by acting as a call booking agent and initiating conversations, qualifying leads, and arranging calls for private capital markets team
• Conduct follow-ups with leads by either telephone call, text, or email
• Manage follow up sequencing, tracking leads through various stages of the onboarding process
• Build and maintain lists of current and prospective investors
• Create and track deals in our CRM (HubSpot) and ensure leads are entered/updated/shared with private capital markets team
• Contribute to the development of Investor Relations communication materials, including ad hoc communications
• Communicate with investors any important updates

Reporting & Administration

• Manage current investor and prospective investor inquiries into the shared inbox
• Assist in providing a weekly summary report on Call Booking Progress, Pipeline Stages Tracking, Investor Tracking, Lead Conversion, Capital Raise
• Handle closing reconciliation, transfer status updates, and welcome letters for new investors
• Coordinate with external Partners to ensure consistency and accuracy in preparation for monthly closings
• Request applicable weekly updates from senior team members
• Analyze performance metrics to identify areas for improvement
• Market research into competitors and peers in the industry
• Participate, action, and provide input regarding the Marketing & Admin Action Tracker

Marketing & Event Management

• Contribute to identifying and evaluating new marketing opportunities
• Collaborate in the creation of marketing materials for events and initiatives such as one-pagers, marketing banners, event presentations (including webinars), investor presentations, and more
• Support the setup and execution of various marketing events, including summits, conferences, home shows, investor appreciation gatherings, and internal offsite meetings
• Assist in the management of the social media accounts (including Facebook, Instagram, and LinkedIn) and other media outlets to keep accounts active, grow their following, and gain trust in the market
• Provide the Director, Marketing & Communications with timely and regular feedback about initial lead quality

Other

• Other duties as applicable – they’re a collaborative team!

Required Skills and Knowledge

• Excellent communication skills (written and oral)
• Strong presentation and relationship-building skills
• Driven, detail-oriented, and hardworking with a positive attitude
• Enthusiastic and proactive in handling phone outreach as the first point of contact for prospective investors
• Ability to work in a dynamic, fast-paced environment and quickly identify and adapt to changing priorities
• Excellent organizational and time management abilities
• Maturity and high standards of integrity and professionalism

Education and Experience

• Bachelor’s Degree in Business, Marketing, Communications, Sales, or a related field
• 1 to 2 years of experience in an administrative and/or client-facing role

Summit Search Group is a fair and equitable search firm. We welcome and encourage applications from people with disabilities. Accommodations are available on request for candidates taking part in all aspects of the recruitment and selection process.

Remuneration

$55K base salary (~$60-80K annually, inclusive of a variable bonus)+ benefits