Investor Relations Coordinator

Waypoint Residential; Boca Raton (FL); On-site; USD 60,000 - 90,000; Full time

Job summary

Join a dynamic team at a forward-thinking real estate investment firm as an Investor Relations Associate. In this full-time role, you will be the vital link between sophisticated investors and the organization, ensuring seamless communication and support. Your responsibilities will include managing client accounts, facilitating investor onboarding, and collaborating with internal teams to resolve issues. This position offers a unique opportunity to engage with the capital markets and contribute to the firm's growth while enjoying comprehensive benefits and a supportive work environment.

Benefits

Paid Time Off

Parental Leave

Health Insurance

Vision Insurance

Dental Insurance

Disability Insurance

Life Insurance

401(k) Plan with Employer Match

Qualifications

• 2+ years of experience in investor relations or capital markets.
• Proficiency in Excel and PowerPoint is essential.

Responsibilities

• Cultivate client relationships through excellent communication.
• Manage client accounts and facilitate requests with various teams.

Skills

Verbal Communication

Written Communication

Organizational Skills

Analytical Skills

Financial Skills

Quantitative Skills

Education

Bachelor's Degree

Tools

Excel

PowerPoint

Juniper Square

Job description

Job Title: Investor Relations Associate

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

We are seeking an experienced Investor Relations Associate to join our dynamic Investors Relations team. The successful candidate will play a key role in our fund business, supporting investor relations services, operations, and capital market activities. This position serves as a front-facing organizational and administrative contact for over 1,000 sophisticated investors.

This is a full-time, salaried (exempt) position reporting to the Director of Investor Relations. We offer comprehensive benefits including paid time off, parental leave, health, vision, dental insurance, disability, life insurance, and a 401(k) plan with employer match. The role is based in-office in Boca Raton, FL.

Responsibilities:

1. Cultivate client relationships through excellent communication with investors and intermediaries, handling a high volume of calls and emails daily.
2. Engage with clients daily, providing support and resolving issues proactively.
3. Collaborate with team members to resolve escalated issues.
4. Manage client accounts, facilitating requests with capital markets, finance, operations, and legal teams.
5. Coordinate with the accounting team to generate and distribute capital call and distribution notices, tracking all investor-facing capital activities.
6. Liaise with custodian platform representatives for investor onboarding, account maintenance, capital calls, and reporting.
7. Facilitate investor onboarding, including verification processes.
8. Administer legal documentation signing, including fund partnership agreements and amendments.
9. Utilize and manage data within CRM and investor portal systems, including testing, auditing, and uploading documents.
10. Adhere strictly to compliance and operational procedures with integrity.
11. Assist with ad hoc fund projects and analyses.
12. Maintain strong relationships with clients and internal teams.
13. Ensure all work is accurate, timely, and audit-ready.
14. Continuously improve processes to enhance accuracy, reduce redundancy, and mitigate risks.

Requirements:

• Excellent verbal and written communication skills.
• Sincere interest in real estate, capital markets, and the economy.
• Minimum of 2+ years in investor relations or capital markets within real estate, investment banking, investment management, or economic research.
• Strong organizational and confidentiality skills.
• Proficiency in Excel and PowerPoint.
• Experience with Juniper Square or similar CRM software is a plus.
• Strong analytical, financial, and quantitative skills with high attention to detail.
• Experience in reading and interpreting legal documents.

Additional Information:

• Seniority Level: Associate
• Employment Type: Full-time
• Job Function: Customer Service and Administrative