Fund Manager – Investor Relations Director REITs (Fresno, CA)

Our client has been in business for 15+ years, but just recently launched its first “Mortgage Fund” for capital raise in connection with its lending activities.

 

Responsibilities:
  • Experience in Fund and/or REIT capital raise with emphasis and understanding of 506 Regulation D fund exemption with accredited investors,
  • Develop the infancy stages of the fund and raise capital in connection with developing investor confidence and belief in the company’s vision and strategy for delivering shareholder value.
  • Develop a robust investor relations strategy and framework.
  • Create and manage a strong reputation by demonstrating consistent and clear communication between internal and external parties.
  • Manage equity research and investor relationships.
  • Provide insights on market activity and present them to the leadership team.
  • Analyze and present financial trends, competitor behavior, shareholder issues, and anything else that could impact the business.
  • Responsible for overseeing and managing quarterly earnings, conference calls and monthly performance newsletter 
  • Work with legal counsel to ensure compliance on regulatory matters

 

QUALIFICATIONS: 

  •  Bachelor’s degree in business, accounting or finance preferred.
  •      5+ years experience dealing with investors and a strong proven track record raising capital,  creating positive relations with the investor community and Equity Research Analysts.
  • Strong understanding of SEC laws and securities disclosure requirements, as well as filing requirements.
  • Deep knowledge and understanding of the capital markets, as well as a thorough understanding of key metrics for companies in the industry.
  • Intimately familiar with financial modeling techniques and valuation methods used by analysts and investors.
  • strong understanding of macroeconomics, capital markets trends, competitor activities, industry dynamics, and customer trends
  •  Entrepreneurial, client-minded focus,
  • Must be able to perform in a high-pressure environment, and be able to meet tight deadlines and mandatory monthly capital raise metrics,
  • Superb written and verbal communication skills, as well as the ability to draft engaging and impactful messages for inspiring employees and investors .
  • Excellent verbal and written communication and interpersonal skills.
  • Ability to construct and draft comprehensive correspondence.

 

 

Location: Fresno, CA

Salary: $155K -$180K plus commission (on target $50K)

 

(relocation package available)

Contact a Recruiter at Careers On The Move