Senior Investor Relations Associate
ROERS COMPANIES
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Benefits offered by this job
Job summary
Roers Companies in Plymouth, MN seeks a Senior Investor Relations Associate to develop and maintain investor relationships with the Equity team and collaborate across departments to ensure a top-tier investor experience.
The role supports forecasting, investor communications, and subscriptions, with a strong emphasis on accuracy, compliance, and professional presentation. A comprehensive benefits package and growth opportunities are included.
Qualifications
- Strong interpersonal, oral and written communication skills.
- Computer skills: Adobe InDesign, Microsoft Word & Excel, e mail and social media as it pertains to marketing the property.
- Highly proficient in Excel is a must.
- Exceptional communication skills and ability to interact with wide range of people.
- Must be organized, detail oriented and have good time management skills.
- Ability to work a flexible schedule, including ability to attend occasional after-hours events and meetings.
- Entrepreneurial mindset – loves to be challenged, determined to win, puts clients and teammates first, collaborative, inquisitive, self-motivated, and operates on trust (not fear).
- High integrity – trusted, direct, truthful. Embodies confidence and admits mistakes.
- Ability to perform the physical functions of the position which may include lifting up to 20 pounds.
- Maintain a neat, well-groomed, professional appearance.
- Other duties as assigned.
Responsibilities
- Work closely with our internal Development and Finance departments for financial forecasting on a weekly basis.
- Hard and soft call for funds communication to investors while tracking the progress and communicating to other departments as needed to meet deadlines.
- Special projects for Senior and Executive leaders – pulling reports, creating trackers, investor reports, etc.
- Managing investor funds received and balancing with Accounting and Finance departments.
- Project sale/refinance coordination and tracking with Investor Relations Directors and Finance.
- Assisting the Equity Marketing Team with investor events, materials and communications as needed.
- Auditing all systems for compliance and accuracy in a scheduled fashion.
- Creating and maintaining tracking systems for project raises, audits and other necessary assignments.
- Partnering with our Legal team on contracts, subscriptions and other necessary documentation to meet legal requirement and insure strong investor relationships during the process.
- In and outbound calls regarding investors questions and needs.
- Support to our Investor Relations Directors for calls, emails, follow up and tracking to better serve our investors.
- Weekly reporting on team performance communicated to leaders in the company.
- Prepare and send investor subscription agreements.
- Ensure investor accreditation process is smooth and successfully completed.
- Maintain strong record keeping ensuring all steps in the subscription process are completed and investors have a great experience.
- Partnering with the entire Equity Team to make sure other parts of the process are being followed through with to complete the subscription process.
- As an Investor Relations Assistant, you will partner with the Equity team to develop and maintain existing investor relationships.
- Act as first line of communication by responding to investor emails. Managing a group inbox that is shared with the Operations Team.
- Review and update department SOPs while creating new SOPs as needed.
- Other duties as assigned.
Skills
Education
Tools
Job description
Description
Roers Companies is seeking an energetic, dedicated professional to join our team in Plymouth, MN as a Senior Investor Relations Associate!
Roers Companies is a multi-year USA Today Top Workplace and national leader in multifamily real estate, development, construction, and property management. Headquartered in Plymouth, Minnesota, we’re on a mission to elevate multifamily housing by developing quality homes in high-demand neighborhoods. Since our founding in 2012, Roers Cos. has developed more than $4.5 billion in real estate, representing 16,000+ homes across the U.S. In 2026, the company is ranked nationally among the NMHC top 25 multifamily builders (No. 25) and developers (No. 19) and the AHF top affordable housing developers (No. 5). Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential.
You’re passionate about your work and strive to achieve ambitious goals. You offer an extra hand and aren’t afraid to ask for help when needed. You act with integrity and empathy for the people around you. You get the big picture while executing the little details. In other words, you share our corporate values—passion, work ethic, teamwork, integrity, and ownership mindset.
As an Investor Relations Associate, you will partner with the Equity team to develop and maintain existing and new investor relationships. You will also work closely with other Roers departments to collaborate on company needs while ensuring the investor experience is top level.
- Work closely with our internal Development and Finance departments for financial forecasting on a weekly basis.
- Hard and soft call for funds communication to investors while tracking the progress and communicating to other departments as needed to meet deadlines.
- Special projects for Senior and Executive leaders – pulling reports, creating trackers, investor reports, etc.
- Managing investor funds received and balancing with Accounting and Finance departments.
- Project sale/refinance coordination and tracking with Investor Relations Directors and Finance.
- Assisting the Equity Marketing Team with investor events, materials and communications as needed.
- Auditing all systems for compliance and accuracy in a scheduled fashion.
- Creating and maintaining tracking systems for project raises, audits and other necessary assignments.
- Partnering with our Legal team on contracts, subscriptions and other necessary documentation to meet legal requirement and insure strong investor relationships during the process.
- In and outbound calls regarding investors questions and needs.
- Support to our Investor Relations Directors for calls, emails, follow up and tracking to better serve our investors.
- Weekly reporting on team performance communicated to leaders in the company.
- Prepare and send investor subscription agreements.
- Ensure investor accreditation process is smooth and successfully completed.
- Maintain strong record keeping ensuring all steps in the subscription process are completed and investors have a great experience.
- Partnering with the entire Equity Team to make sure other parts of the process are being followed through with to complete the subscription process.
- As an Investor Relations Assistant, you will partner with the Equity team to develop and maintain existing investor relationships.
- Act as first line of communication by responding to investor emails. Managing a group inbox that is shared with the Operations Team.
- Review and update department SOPs while creating new SOPs as needed.
- Other duties as assigned.
- Strong interpersonal, oral and written communication skills.
- Computer skills: Adobe InDesign, Microsoft Work & Excel, e mail and social media as it pertains to marketing the property.
- Highly proficient in Excel is a must.
- Exceptional communication skills and ability to interact with wide range of people.
- Must be organized, detail oriented and have good time management skills.
- Ability to work a flexible schedule, including ability to attend occasional after-hours events and meetings.
- Entrepreneurial mindset – loves to be challenged, determined to win, puts clients and teammates first, collaborative, inquisitive, self-motivated, and operates on trust (not fear).
- High integrity – trusted, direct, truthful. Embodies confidence and admits mistakes.
- Ability to perform the physical functions of the position which may include lifting up to 20 pounds.?
- Maintain a neat, well-groomed, professional appearance.
- Other duties as assigned.
- Bachelor’s degree in Finance, Business, Marketing, or related field.
- Prior work experience in account management, finance, or development.
- Local market experience preferred.
Compensation is determined by several factors that vary depending on the position, including the individual’s experience, skills, and the knowledge they bring to the specific role
- Health Plans - Medical, dental, vision, FSA, and HSA
- Family Leave - Paid birth & bonding leave
- Employer Paid Benefits - Basic life insurance, Accidental Death & Dismemberment (AD&D), and short-term disability
- Additional Voluntary Benefits – Life Insurance, AD&D, long-term disability, critical illness, and accident insurance
- 401(K) - 3% company contribution, 100% vested after 2 years of employment
- Competitive PTO - 3 weeks of PTO with immediate accrual, 9 paid holidays, 1 floating holiday, and bereavement
- Health and Wellness - fitness membership reimbursement program
- Free stays in Roers’ properties guest suites
- Rent Discount - 20% discount for employees living in Roers Companies properties
- Employee Referral Bonus Program - $2,500 referral bonus paid once referred candidate completes 60 days of employment
- Charitable Match Program – Roers matches employee donations to charitable organizations
- Professional Development Opportunities
- Employee Assistance Programs
Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law.
Roers Companies participates in E-Verify to confirm the employment eligibility of all newly hired employees. For further information about the federal E-Verify program, please follow each link to see the Right to Work (https://www.e-verify.gov/sites/default/files/everify/posters/IER_RightToWorkPoster%20Eng_Es.pdf) and E-Verify Participation posters (https://www.e-verify.gov/sites/default/files/everify/posters/EVerifyParticipationPoster.pdf).
Candidates will be required to pass a criminal background check and motor vehicle record report.
#RoersCompaniesCareers
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