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Investor Relations Manager

Company: Achieve Investment Group
Location: Austin
Posted on: November 26, 2022

Job Description:

Reporting to the CEO, the Investor Relations Manager will be responsible for providing excellent investor care to current investors and proactively generating new leads to grow the investor base through referrals and outbound marketing efforts. The Investor Relations Manager will be responsible for the production of asset-level and fund-level performance report summaries to current investors and prospective investors; custom syndication and fund reports to maximize communication efficacy with a range of private, high net worth, and institutional investors; build strong relationships with existing investors by providing high-quality answers to investor inquires and excellent investor care; create new relationships with potential investors through referrals, networking, and marketing efforts.


* In charge of the monthly or quarterly investor reporting for both syndications and funds; Generate narratives and other graphics; ensure accuracy and high-quality work production
* Provide excellent investor care through timely responses to investor inquiries on investment performances
* Proactively building strong relationships with current investors to ensure customer satisfaction and potentially increase their capital contributions
* Prospect for new investors through referrals and active marketing efforts (email/social media)
* Play an integral role in launching new syndications /funds (webinars/email campaigns)
* Thoroughly maintain and monitor an investor pipeline in the CRM (Activecampiagn)
* Help maintain and update the investor database daily with new, updated information
* Develop a deep understanding of the performance reporting tools the company owns and utilize them effectively
* Champion yearly investor meetings/off-site events
* Actively participate in a team environment by reliably performing in the individual role and providing real-time feedback for improvement to strategies and tactics


* This job requires the candidate to be working at our Austin office 40 hrs per week.
* BS/BA degree in business/finance/real estate or marketing
* 3+ years of experience in the syndciation industry, experience in the commercial real estate industry is a plus
* 3+ years of experience in investor relations role or content marketing role in the investment industry, experience in customer success or sales-oriented roles is a plus
* Strong learning agility - be able to grasp high-level real estate finance and alternative investment concepts
* An organized and effective personal and professional style, with well-developed communication and presentation skills in executive settings (including working with presentation software tools like Microsoft PowerPoint and Hubspot)
* A deep commitment to honest, ethical conduct in all dealings and an ability to adhere to the company's core values
* Exceptional work ethic and desire to succeed
* Excellent oral and written communication skills
* Understanding of retail real estate, tax benefits of real estate investing
* Experience with investor portal software is a plus

Job Type: Full-time

Pay: $60,000.00 - $105,544.01 per year

* 401(k)
* Dental insurance
* Health insurance
* Paid time off
* Vision insurance
* Monday to Friday

Ability to commute/relocate:
* Austin, TX 78750: Reliably commute or planning to relocate before starting work (Required)

* Sales: 2 years (Preferred)

Work Location: One location%58047475%

Keywords: Achieve Investment Group, Austin , Investor Relations Manager, Executive , Austin, Texas

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