Senior VP, Investor Relations & Capital Growth

Bulfinch Companies Inc; Boston (MA); Hybrid; USD 150,000 - 250,000; Full time

Benefits offered by this job

Competitive compensation and benefits package

Job summary

Witt/Kieffer seeks a Vice President, Investor Relations & Fundraising to enhance investor relationships and support fundraising initiatives. This position requires extensive experience in investor relations, capital formation, and strong relationship-building skills.

The role is pivotal in managing investor communications and preparing essential materials while collaborating closely with senior management. The salary range for this role is competitive, reflecting experience and skill set.

Qualifications

• 5-10+ years of experience in investor relations, capital formation, fundraising, or related fields.
• Existing investor and fundraising relationships strongly preferred.
• Ability to translate investment strategy into compelling investor-facing messaging.

Responsibilities

• Support fundraising and capital formation efforts across investment vehicles.
• Develop and manage a pipeline of prospective investors.
• Prepare investor presentations and communications.

Skills

Relationship-building

Communication

Presentation

Microsoft Excel

CRM systems

Education

Bachelor's degree in finance, real estate, economics, business or related field

Tools

Microsoft PowerPoint

Investor reporting tools

Job description

About the Organization Bulfinch is a third-generation commercial real estate firm specializing in the acquisition, development, management, and repositioning of commercial properties in Greater Boston. Since 1936, Bulfinch has taken a unique approach to creating value in commercial real estate and has successfully evolved and adapted to industry changes and the needs of all our stakeholders. The firm was founded on a commitment to our employees and the culture we began cultivating 90 years ago embodies our entrepreneurial spirit and sense of family.



The heart of Bulfinch is our people. We are committed to the individual growth and development of our most important asset - our team members. Bulfinch offers top-tier benefits and career-enhancement opportunities to all employees. We celebrate diversity and are committed to creating an inclusive environment for all employees. Bulfinch is proud to be an Equal Opportunity Employer.

EOE Statement We are an equal employment opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, sex, national origin, disability status, protected veteran status or any other characteristic protected by law.

Description

Position: Vice President, Investor Relations & Fundraising

Department: Investments

Reports To: Chief Executive Officer / President

ABOUT US:

Bulfinch is a third-generation commercial real estate firm specializing in the acquisition, development, management, and repositioning of commercial properties in Greater Boston. Since 1936, Bulfinch has taken a unique approach to creating value in commercial real estate and has successfully evolved and adapted to industry changes and the needs of all our stakeholders. The firm was founded on a commitment to our employees and the culture we began cultivating 90 years ago embodies our entrepreneurial spirit and sense of family.

We are looking for an experienced Investor Relations and Capital Formation professional to join our team. The ideal candidate will be a highly motivated, relationship-driven individual with existing fundraising relationships and a strong understanding of real estate, private equity, and investor engagement. This individual will help cultivate and expand relationships with existing and prospective investors, support capital raising initiatives, and serve as a key point of coordination between investors, senior leadership, acquisitions, asset management, finance, legal, and marketing.

RESPONSIBILITIES:

• Support fundraising and capital formation efforts across existing and future investment vehicles.

• Leverage existing relationships with investors, family offices, registered investment advisors, institutional investors, consultants, high-net-worth individuals, and/or other strategic capital sources.

• Develop, maintain, and actively manage a pipeline of prospective investors and strategic capital relationships.

• Partner with senior leadership to develop fundraising strategy, investor messaging, and relationship management priorities.

• Prepare, coordinate, and refine investor presentations, pitch materials, offering materials, due diligence questionnaires, data room content, and related investor communications.

• Manage ongoing investor communications, including investor updates, reporting packages, meeting follow-ups, and responses to investor inquiries.

• Coordinate with acquisitions, asset management, finance, legal, and marketing to ensure investor-facing materials are accurate, timely, professional, and aligned with firm strategy.

• Track investor activity, outreach, follow-up, and relationship history through CRM or other internal systems.

• Represent the firm professionally in investor meetings, conferences, networking events, and industry forums.

• Support the planning and execution of investor meetings, annual meetings, fundraising events, and other investor engagement opportunities.

• Help refine the firm's investor relations processes, reporting cadence, CRM usage, and overall investor experience.

• Take ownership of ad hoc projects across the organization as they arise.

QUALIFICATIONS

• Bachelor's degree required, preferably with a concentration in finance, real estate, economics, business, or a related field.

• 5-10+ years of experience in investor relations, capital formation, fundraising, real estate private equity, private markets, investment management, wealth management, or a related field.

• Existing investor and fundraising relationships strongly preferred.

• Experience with real estate investment strategies, private equity structures, funds, joint ventures, separate accounts, and/or private capital markets preferred.

• Strong relationship-building, communication, presentation, and follow-up skills.

• Ability to translate investment strategy, performance, and market information into clear, compelling investor-facing messaging.

• High degree of personal integrity, professionalism, discretion, and sound judgment when working with confidential financial and investor information.

• Exceptional attention to detail with the ability to manage multiple priorities, investor conversations, and deadlines.

• Strong organizational skills and comfort maintaining pipeline activity, investor notes, and follow-up through CRM or other internal tracking systems.

• Proficiency in Microsoft Excel, PowerPoint, CRM systems, and investor reporting tools.

• Collaborative, team-oriented approach with the ability to work effectively across investments, asset management, finance, legal, marketing, and senior leadership.

• Intellectual curiosity, adaptability, and willingness to take ownership of a broad range of assignments.

• Positive attitude, entrepreneurial mindset, and good sense of humor.

Compensation & Benefits

The heart of Bulfinch is our people. We are committed to the individual growth and development of our most important asset - our team members.

The salary range for this position is $150,000 - $250,000 annually, based on experience, qualifications, existing relationships, and overall skill set. Final compensation will be determined based on a variety of factors assessed throughout the interview process.

Bulfinch offers a competitive compensation and benefits package, along with meaningful opportunities for professional growth and advancement within the organization.

Bulfinch is proud to be an Equal Opportunity Employer. We celebrate diversity and are committed to fostering a diverse, inclusive, and collaborative workplace environment for all employees and applicants. Employment decisions are made without regard to race, color, religion, sex, age, national origin, disability status, veteran status, sexual orientation, gender identity, or any other protected characteristic under applicable federal, state, or local law.

Employment with Bulfinch is on an at-will basis, meaning either the employee or the company may terminate the employment relationship at any time, with or without cause or notice, subject to applicable law.

If you are excited about this role but don't meet every requirement, we encourage you to apply. You may be the right candidate for this or another role at Bulfinch now or in the future.

Thank you for your interest in Bulfinch.

Position Requirements

QUALIFICATIONS

• Bachelor’s degree required, preferably with a concentration in finance, real estate, economics, business, or a related field.

• 5–10+ years of experience in investor relations, capital formation, fundraising, real estate private equity, private markets, investment management, wealth management, or a related field.

• Existing investor and fundraising relationships strongly preferred.

• Experience with real estate investment strategies, private equity structures, funds, joint ventures, separate accounts, and/or private capital markets preferred.

• Strong relationship-building, communication, presentation, and follow-up skills.

• Ability to translate investment strategy, performance, and market information into clear, compelling investor-facing messaging.

• High degree of personal integrity, professionalism, discretion, and sound judgment when working with confidential financial and investor information.

• Exceptional attention to detail with the ability to manage multiple priorities, investor conversations, and deadlines.

• Strong organizational skills and comfort maintaining pipeline activity, investor notes, and follow-up through CRM or other internal tracking systems.

• Proficiency in Microsoft Excel, PowerPoint, CRM systems, and investor reporting tools.

• Collaborative, team-oriented approach with the ability to work effectively across investments, asset management, finance, legal, marketing, and senior leadership.

• Intellectual curiosity, adaptability, and willingness to take ownership of a broad range of assignments.

• Positive attitude, entrepreneurial mindset, and good sense of humor.

Category Investments

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