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Director/Manager of Investor Relations

Director/Manager of Investor Relations

Newport Beach, CA

A boutique industrial developer is seeking a senior-level Investor Relations Director with experience in
Real Estate Private Equity, ideally having serviced 'boutique' funds with AUM > $1B. Employee will
work directly with the executive team and investment banking partners to source, develop and service
institutional Investors / Limited Partners for growing number of closed-end Fund and SMA verticals.
This role serves as a key resource and strategic contributor to the overall organization and reports to
the Chief Executive Officer.
Role also includes oversight of all investor-facing content including, but not limited to: timing and
delivery of quarterly reporting, website, email campaigns, closing/leasing/disposition announcements,
film/audio marketing media, preparation of DDQs etc. Existing knowledge of institutional-grade real
estate capital stack structuring required.


  • Investor / Client Management

  • Manage existing and potential investor relationships through CRM (Juniper Square) database and Fund Administrator

  • Control and optimize client acquisition pipeline of capital and project manage due diligence timelines

  •  Oversee all investor communications including welcome emails, monthly touch pieces, quarterly memos, capital call notices and distribution memos

  • Organization of quarterly and annual investor meetings, including logistics and production of related marketing materials

  • Develop client-relations and on-boarding programs for increased LP participation

  • Fundraising / Capital Formation

  • Organize road show outreach, logistics and planning for investor meetings

  • Send follow up materials to all new client/LP cold and warm calls that company/executive team sources on a weekly basis

  • Determine plans for company presence at conventions, industry events and seminars

  • Attend conferences and networking events to create new relationships for the company and build strong company presence in the industry

  • Establish and maintain relationship with industry capital raisers, key strategic partners, existing and future LP clients

  • Develop and execute marketing / client acquisition campaigns, PR initiatives and touch-points with the Marketing Team as part of Fundraising Plan for the next fund

  • Lead LP meetings and conference calls by effectively communicating company vision, investment strategy and firm updates to new LP contacts; serve as the liaison between LP community and the company

  • Investor Portal / CRM Development

  • Track the pipeline of capital and project manage due diligence timelines through CRM system

  • Increase functionality of CRM Database and integrate company applications and platforms

  • Implement new Investor Portal with increased user interface and reporting metrics

  • Develop client-specific campaigns and initiatives through CRM analytics

  • Marketing Materials for Investor and Capital Raise Efforts

  • Maintain / Manage formation marketing materials with marketing team - PPM, Subscription Docs, GP / LP Questioners, Due DilIgence docs, etc

  • Maintain / Manage marketing materials with marketing team for education and soliciting of new LP’s - Investor Deck, Company Overview, Teasers, Segment Focus Papers, White Papers, monthly touch points, etc


  • Minimum of 8+ years of investor relations experience, preferably in real estate industry

  • Bachelor of Science in Business, Marketing or related field

  • A deep understanding of commercial real estate terms and investment principles

  • Polished and professional written and oral communication skills

  • Strong organizational and administrative skills with a keen attention to detail

  • Motivated and results-driven with strong work ethic

  • Resourceful

  • Entrepreneurial, with client-minded focus

Building Careers I San Diego Search Firm I Executive Search for Commercial Real Estate Careers