Senior Associate or Vice President - IR & Fundraising

Corten Real Estate; Philadelphia (Philadelphia County); On-site; USD 120,000 - 180,000; Full time

Job summary

Corten Real Estate in Philadelphia seeks a Senior Associate or Vice President to lead investor relations, fundraising, and capital formation efforts. The role centers on building and maintaining relationships with institutional and high-net-worth investors while coordinating materials for events and road shows.

You will manage data, CRM portals (Dynamo, Investment Café, Juniper Square), and investor communications, ensuring compliance and timely reporting.

Qualifications

• 7+ years of investor relations experience with private funds, real estate investment or real estate marketing.
• Bachelor’s degree in business, finance, economics or real estate emphasis preferred.

Responsibilities

• Build and maintain relationships with current and potential investors (Institutional and HNWs).
• Manage data and fundraising activities, including preparing materials and presentations.
• Plan and support investor meetings and road shows.
• Manage the Dynamo CRM portal, client specific content, marketing campaigns and data sites.
• Monitoring market trends and competitor activities.
• Completing RFPs and DDQs, investor surveys and addressing investor requests.

Skills

Investor relations

Project management

Professional communication

Microsoft Office

AI tools

CRM experience

Education

Bachelor's degree in business/finance/real estate

Tools

Dynamo CRM

Investment Café

Juniper Square

Job description

Corten is recruiting a Senior Associate or Vice President (based on relevant experience) to support fundraising efforts, manage investor relationships, prepare materials for investor events, manage the Dynamo CRM and contribute to the firm's overall capital formation strategy.Other special projects required for strategic, compliance or marketing purposes will also be part of the responsibilities assigned to this professional on an as needed basis.This person will serve a critical role in our entrepreneurial and fast-growing real estate investment company, working closely with senior management and high-profile investors.

Duties & Responsibilities

Investor Relationship Management

• Building and maintaining relationships with current and potential investors (Institutional and HNWs).
• Managing vehicle specific investor communications and inquiries.
• Planning and supporting investor meetings and road shows.
• Managing data and fundraising activities, including preparing materials and presentations.
• Managing project timelines and deliverables to third parties, including closings for investment vehicles.
• Tracking and reporting on fundraising progress and investor commitments.
• Managing the Dynamo CRM portal, client specific content, marketing campaigns and data sites.

Research and Analysis

• Updating industry performance databases.
• Conducting industry research and analysis, including peer monitoring and targeting analyses.
• Monitoring market trends and competitor activities.

Compliance and Due Diligence

• Ensuring appropriate documentation is provided by LPs for AML/KYC; maintaining marketing logs.
• Maintaining awareness of relevant regulations and addressing compliance requirements for fundraising/marketing.
• Completing RFPs and DDQs, investor specific surveys and addressing other unique investor requests.

Qualification

• A thorough understanding of private real estate or private equity investment terminology and financial structures.
• Exceptional project management skills, with a high degree of attention to detail.
• Ability to communicate (orally and in writing) in a highly professional manner when dealing with colleagues and third parties.
• Must demonstrate a dvanced proficiency in Microsoft Office applications and have experience using AI enabled applications.
• Experience managing CRM databases and investor portals like Dynamo, Investment Café or Juniper Square.
• Must be a highly organized self-starter that functions well in a team of multi-taskers.
• Must be able to work in a fast-paced environment, handling multiple tasks and consistently meeting deadlines.
• Must be willing to travel; this is an in-office (Philadelphia) position.

Education & Experience

• 7+ years of relevant investor relations (with private funds), real estate investment or real estate marketing experience required.
• Bachelor’s degree required - business, finance, economics or real estate emphasis preferred.

Statement of Notices

Corten provides equal employment opportunities to all qualified individuals without regard to race, creed, color, religion, national origin, age, sex, marital status, sexual preference, or non-disqualifying physical or mental handicap or disability in each aspect of the human resources function.

Americans with Disability Act

Applicants as well as associates who are or become disabled must be able to perform the essential job functions either unaided or with reasonable accommodation. Applicants as well as associates are encouraged to meet with Human Resources as the organization shall determine reasonable accommodation on a case-by-case basis in accordance with applicable law.

Job Requirements

The above statements reflect the general duties and responsibilities considered necessary to perform the essential functions of the job and should not be considered as a detailed description of all the work requirements of the position.Other duties may be assigned.The Company may change the specific job duties with or without prior notice based on the needs of the company.

Start Date

As soon as practical. Corten will work with qualified applicants on a mutually agreeable onboarding.