Fundraising Executive Assistant

Woodbury Corporation•Millcreek, UT

12d

About The Position

The Fundraising Executive Assistant provides high-level administrative and operational support to Woodbury Corporation's investor relations and capital raising activities. This role serves as a key liaison between investors, potential investors, financial partners, executives, and internal teams while managing the day-to-day coordination of investor communications, capital raising initiatives, and investor engagement activities. The ideal candidate will demonstrate exceptional organizational skills, discretion with confidential financial information, and a commitment to maintaining strong investor relationships.

Requirements

Bachelor’s degree in business, Finance, Communications, or related field preferred or equivalent combination of education and experience
3-5 years of administrative experience, preferably in investor relations, private equity, real estate finance, or financial services
Experience with CRM systems and investor database management preferred
Exceptional organizational skills with strong attention to detail and accuracy
Excellent written and verbal communication skills with ability to interact with high-net-worth individuals
Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)
Ability to manage multiple priorities and deadlines in a fast-paced environment
Strong interpersonal skills and ability to interact professionally with investors and stakeholders
Discretion and sound judgment when handling confidential financial and investor information
Self-motivated with ability to work independently and as part of a team
Professional demeanor and commitment to excellent customer service
Understanding of investor relations principles and capital markets
Familiarity with securities regulations and compliance requirements preferred
Ability to read and understand financial statements and investment documents helpful
Office environment with standard office equipment
Ability to sit for extended periods and work at a computer
Occasional evening or weekend hours for investor events or meetings
May require occasional travel to property sites, investor meetings, or conferences

Nice To Haves

Real estate investment or property management industry experience highly desirable

Responsibilities

Calling investors to arrange meetings for executives
Maintain accurate investor records and investment tracking in CRM/investor database system
Prepare investor communications, updates, and correspondence
Track capital commitments, investments, and investor engagement activities
Generate investor reports, portfolio updates, and analytics for leadership review
Coordinate investor recognition and maintain communication timelines
Manage distribution of quarterly reports, K-1s, and other investor documents
Manage complex calendars, schedule investor meetings, and coordinate travel arrangements for investor relations executives
Prepare meeting agendas, investment materials, and follow-up action items
Draft and edit correspondence, presentations, investment memos, and offering materials
Handle confidential financial and investor information with discretion and professionalism
Screen and prioritize incoming investor communications and requests
Maintain organized filing systems for investor agreements, subscription documents, and compliance records
Assist with capital raising initiatives, private placements, and investment offering development
Coordinate investor communications and marketing materials
Maintain investment memorandums, offering documents, and performance reports
Support compliance requirements and regulatory filings
Track capital raising progress and prepare status updates for leadership
Assist with preparation of investor presentations and pitch materials
Provide administrative support for investment committee meetings
Prepare board materials, meeting packets, and investment performance reports
Coordinate board members and investor engagement and communication
Maintain records of board investment activities and capital commitments
Distribute meeting minutes and track action items