Investor Relations Coordinator

Redwood Living; Independence Township (OH); On-site; USD 55,000 - 70,000; Full time

Job summary

Redwood Living, Inc. seeks an Investor Relations Coordinator to prepare and distribute investor materials, manage onboarding data, and support closing processes. You will act as brand ambassador and ensure accuracy of documents, while coordinating with cross-functional teams.

The role entails organizing investor updates, building department reporting with FP&A, and supporting investor events; a proactive, detail-focused professional will thrive in our office environment.

Qualifications

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

Responsibilities

• Prepare, circulate, and collect investor documents for closings.
• Input investor data into investor relations software and property mgmt systems.
• Provide project updates, portfolios, and quarterly reports.
• Coordinate investor events, roadshows, and meetings.
• Maintain investor contact databases and assist with presentations.
• Liaise with AppFolio and ensure timely deliverables for closings.

Skills

Empathy & leadership

Under pressure

Strong communication

Interpersonal with org levels

Task prioritization

Self-starter

Education

High School Diploma or GED

Undergraduate degree in business/finance

Tools

AppFolio

Microsoft Office

Job description

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
• 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

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 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

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

Strong 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.

Job is performed in a professional office environment.

Exposure to varying indoor temperatures depend 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.