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
