Investor Relations Coordinator

Socket.dev; Independence Township (OH); On-site; USD 52,000 - 68,000; Full time

Job summary

Redwood Living, Inc. is seeking an Investor Relations Coordinator to support closing activities, investor communications, and data management. You will act as a brand ambassador, coordinating documents, schedules, and reporting to keep investor relations efficient and accurate.

Responsibilities include preparing and distributing investor materials, maintaining databases, and supporting portfolio updates for major investors. Strong organizational skills and finance knowledge are essential.

Qualifications

• Bachelor's degree in business, finance, or related field preferred.
• 3 years of administrative experience required.
• Investor relations or finance experience preferred.
• Excellent computer proficiency.

Responsibilities

• Prepare, circulate, and collect investor documents for closings.
• Maintain investor onboarding and contact databases.
• Coordinate investor wires and funds delivery to target close dates.
• Input investor data into investor relations software and AppFolio.
• Assist in preparing investor presentations and reports.

Skills

Time management

Communication skills

Leadership

Work under pressure

Education

High School Diploma or GED

Undergraduate degree in business or finance

3 years administrative experience

Job description

Location:Independence, OH

About Redwood

At Redwood Living, Inc. ("Redwood"), we believe our success is driven by the people who power us. We are proud to be a multi-state employer with a growing team of over 650 employees committed to building neighborhoods and careers that thrive. Our employees are passionate, talented, and empowered to make decisions that positively impact the lives of our residents. From on-site teams to corporate leadership, every Redwood team member plays a vital role in delivering exceptional experiences. We foster a culture rooted in integrity, open communication, and a commitment to exceeding expectations.

As we continue to expand our footprint and grow our team, we seek individuals who share our values and are excited to contribute to a dynamic, forward-thinking organization. At Redwood, you'll find more than a job - you'll find a place to grow, lead, and make a difference.

We live by eight core values that guide everything we do:

• Do One Thing Really Well
• Be Entrepreneurial
• Serve Those You Lead
• Deliver More Than Expected
• Communicate Openly and Honestly
• Instill Family and Team Spirit
• Demonstrate Integrity and Authenticity
• Be Nice and Have Fun

Position Overview

Under the general direction of the Investor Relations Manager, the Investor Relations Coordinator will be responsible for preparing and distributing necessary investor relations correspondence materials efficiently and accurately. As such, you will be expected to act as a Redwood brand ambassador, promote our brand and provide the best resident experience possible.

All Redwood employees are expected to conduct all organizational business and practices in accordance to Redwood company policies.

Duties & Responsibilities

• Construction closing administration
• Generate, circulate, and collect construction closing documents, including subscription and operating agreements, tax forms, letters of accreditation, and direct deposit forms
• Store and update information relating to investor onboarding
• Ensure timely delivery and accuracy of all closing documents prior to closing
• Coordinate collection of investor wires for construction closings
• Ensure timely delivery of funds to achieve target close dates
• Provide confirmation of funds to investors
• Input investors/ownership into property management software
• Provide project updates such as construction progress, occupancy trends, rents, etc.
• Provide portfolio updates for top 50 investors and as requested
• Build out department reporting function in collaboration with FP&A, Development, PowerBI, etc.
• Generate and distribute quarterly AppFolio reports
• Upload quarterly financials
• Assist in organizing investor events, meetings, roadshows, etc.
• Maintain and update investor contact databases
• Act as primary liaison with Investment Management Software Company (AppFolio)
• Conduct outreach initiatives to HNW individuals, family offices, and other prospective investors, to initiate intro calls with the IR team
• Generate refinance projection schedules
• Generate and distribute cash call documents
• Rename, sort, store, and upload tax documents
• Perform general auditing on a quarterly, bi-annual, and annual basis
• Collect signatures for operating agreement amendments and incentive ownership
• Collect and store 83(b) tax forms and ensure timely delivery to the IRS
• Input investor data and operating agreement data into investor relations software
• Generate Multiphase Letters for Investor Relations Manager
• Monitor entity drive to create efficiencies and improve accuracy of records
• Scan and save executed documents onto Investor Relations SharePoint and other databases
• Assist with preparing investor presentation materials
• Reconcile expense reports as needed
• Coordinate meetings per request of the Investor Relations team
• Generate capital call letters
• Generate investor loan letters
• Coordinate trips for the Investor Relations team
• All other related duties, as assigned

Required Skills

• Respectfulness, trustworthiness, empathy and leadership
• The ability to work under pressure
• Excellent time management skillsStrong communication skills and general business acumen
• The ability to communicate and interact with employees at all organizational levels
• Proven ability to plan, organize and implement multiple tasks/projects on a concurrent, real-time basis
• Self-starter with good work ethic and ability to prioritize

Required Qualifications

• High School Diploma or GED required
• Undergraduate degree in business, finance, or a related field preferred
• 3 years of administrative experience
• Investor Relations or finance experience preferred
• Excellent computer proficiency

Physical Requirements:

• Must be able to use standard office equipment such as computers, desk phones, cell phones, photocopiers, etc.
• Must be able to navigate stairs occasionally, particularly in the event of elevator outages or during emergency situations.
• Must be able to sit for extended periods of time, stand, bend, and walk with the ability to lift 30 pounds occasionally.

Attendance and Scheduling:

• Punctuality and consistent attendance are essential for success in this role, and employees must adhere to set start times and assigned schedules.
• Occasional travel may be required for team outings, training sessions, or company-sponsored events, estimated at less than 5% annually.
  

Work Environment:

• Job is performed in a professional office environment.
• Exposure to varying indoor temperatures depending on location in the building and season.
• Combination of natural daylight and standard office lighting throughout the workspace.
• Movement across multiple flooring types, including tile, carpet, and other transitions.
• An open workspace layout, defined by a shared space without traditional enclosed offices or high-walled cubicles, may introduce distractions or reduce privacy.
• Possibility of shared desk spaces.

Discover the amazing benefits and perks that Redwood Apartment Neighborhoods offers!Visit our website today to learn more and see why Redwood is a great place to work: Redwood Apartment Neighborhoods | Employee Benefits & Perks

Redwood Living, Inc. is an equal opportunity employer. Redwood strictly prohibits and does not tolerate illegal discrimination, and Redwood provides equal employment opportunities to employees and applicants without regard to race, color, religion, creed, national origin or ancestry, ethnicity, sex (including gender, pregnancy, sexual orientation, and gender identity), age, physical or mental disability, citizenship, past, current, or prospective service in the uniformed services, genetic information, or any other characteristic protected under applicable federal, state, or local law.