Investor Relations Associate

Roers Companies • Minneapolis, MN

213d • $57,800 - $76,100

About The Position

Roers Companies is seeking an energetic, dedicated professional to join our team in Plymouth, MN as an Investor Relations Associate. Roers Companies is a 2024 USA Today Top Workplace and an emerging national leader in multifamily real estate investment, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing and operating market-rate and affordable apartments in growing neighborhoods. Since our founding in 2012, Roers Cos. has developed nearly $3 billion in real estate, representing more than 12,000 homes across the Midwest, Mountain Southwest, and Sunbelt regions. Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential.

Requirements

• Bachelor's degree in Finance, Business, Marketing, or related field.
• Prior work experience in account management, finance, or development.
• Local market experience preferred.
• Strong interpersonal, oral and written communication skills.
• Computer skills: Adobe InDesign, Microsoft Word & Excel, email 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 a 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.

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.
• 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.

Benefits

• Medical, Dental, and Vision insurance including HSA.
• Paid Birth & Bonding Leave.
• Employer Paid Basic Life Insurance.
• Employer Paid Short-Term Disability.
• Voluntary Life, AD&D, Long-Term Disability, Critical Illness, and Accident insurance.
• 401k Match.
• Competitive PTO and Paid Holidays.
• Gym Membership Reimbursement.
• Free Stays in our Properties' Guest Suites.
• Rent Discount at Roers Cos. Properties.
• Charitable Match Program.
• Annual Company Conference.
• Employee Referral Bonus Program.

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level
• Industry: Securities, Commodity Contracts, and Other Financial Investments and Related Activities
• Education Level: Bachelor's degree