Managing Director - Head of Investor Relations

Posting Duration: This posting will close at the end of September and will only be extended if we need to see more candidates to fill the position.

Position Summary: As the Head of Investor Relations, you will play a pivotal role in maintaining and enhancing relationships with our investors, ensuring transparency, and facilitating strong communication across all levels. This role demands a strategic thinker with exceptional interpersonal skills and a strong understanding of private and registered real estate investment vehicles.

Essential Functions

-Manage the Team: Lead the Investor Relations team by proactively anticipating market trends and investor needs, ensuring strategic alignment and taking preemptive actions to maintain strong confidence and engagement with investors.

-Investor Communication: Serve as the primary point of contact for investors, providing timely updates on fund performance, market insights, and strategic initiatives. Maintain strong knowledge of the suite of regularly provided reporting materials provided and collaborate with other departments to ensure efficient and timely delivery.

-Relationship Management: Cultivate and nurture relationships with existing and potential investors, addressing inquiries and concerns effectively to maintain investor confidence and satisfaction. Oversee investor account maintenance, ensuring transfers, changes to demographic or contact information, and other requests are addressed accurately and timely.

-Reporting and Documentation: Facilitate the efficient and timely distribution of monthly, quarterly, and annual reports, presentations, and other investor communications that reflect fund performance and/or its strategic direction, including ownership of the investor portal covering all vehicles. Work directly with fund administrators and transfer agents.

-Market Intelligence: Monitor market trends, competitor activities, and regulatory changes to provide informed recommendations and insights to senior management and investors.

Additional Responsibilities/Duties

-Event Coordination: Organize investor meetings, conferences, and webinars, ensuring seamless logistics and impactful presentations.

-Compliance and Governance: Ensure compliance with regulatory requirements and internal policies related to investor communications, reporting, and disclosure. Assist with regulatory filings such as Form D and Blue Sky, as well as board reporting and ERISA and REIT compliance considerations.

-Capital Raising Support: Collaborate with senior management in fundraising efforts, including assistance with the preparation of marketing materials, presentations, and due diligence documentation for prospective investors, as needed.

-Other duties as needed or required

Other Skills & Technical Skills Required

-Education: Bachelor’s Degree in relevant field or related work experience required

-Experience: Minimum of 10 years of experience in investor relations, preferably within the real estate investment sector or financial services industry.

-Knowledge: Strong understanding of real estate investment funds (private and registered/40 act), financial markets, and investor relations best practices. Familiarity with subscription/marketplace platforms such as iCapital and CAIS, intermediary platforms such as Fidelity, Schwab, and Pershing, and investor portals such as Addepar.

-Communication Skills: Exceptional written and verbal communication skills with the ability to articulate complex financial information clearly and concisely.

-Relationship Management: Proven ability to build and maintain strong relationships with registered investment advisors, broker dealers, institutional investors, high-net-worth individuals, and other stakeholders.

-Analytical Skills: Strong analytical skills to interpret financial data, market trends, and performance metrics.

-Team Player: Collaborative attitude with the ability to work effectively within a team and across departments.

-Ethical Standards: Commitment to upholding the highest ethical standards and integrity in all investor interactions.

-Supervisory Responsibilities: Responsible for overseeing the Investor Relations team

Competencies: To perform this job successfully, the individual should demonstrate the following competencies:

Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.

Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.

Analytical Skills: Collects and researches data. Designs workflows and procedures. Identifies data relationships and dependencies.Synthesizes diverse information. Uses intuition and experience to complement data.

Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.

Problem-Solving: Develops alternative solutions; gathers and analyzes information skillfully; identifies problems in a timely manner; resolves problems in early stages; works well in group problem-solving situations.

Dependability: Commits to doing the best job possible; follows instructions, responds to management direction; keeps commitments; meets attendance and punctuality guidelines; responds to requests for service and assistance; takes responsibility for own actions.

Judgment: Displays willingness to make decisions; exhibits sound and accurate judgment; supports and explains reasoning for decisions; includes appropriate people in decision-making process; makes timely decisions.

Communications: Exhibits good listening and comprehension; expresses ideas and thoughts well in written form; expresses ideas and thoughts well verbally; keeps others adequately informed; selects and uses appropriate communication methods.

Teamwork: Balances team and individual responsibilities; contributes to building a positive team spirit; exhibits objectivity and openness to others’ views; gives and welcomes feedback; puts success of team above own interests.

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum Core Competencies:

Adaptability:Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.

Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.

Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.

Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.

Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.

Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right;” displays loyalty even when tough to do so.

Forum Values:

Blaze the Future (Entrepreneurial): Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change, take risks, and always challenge the status quo.

Make it Better Together (Collaborative): Go all in. Get Messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.

Stay Open (Vulnerable): Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.

Dare to be clear (Clarity): Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds. Specific vision abilities required by this job include close vision.

Work Environment:

The work environment characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

The noise level in the work environment is usually moderate.

Compensation Information: Base salary range is $180,000 to $220,000. This range is estimated for this role; actual pay may be different.

Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.