Investor Relations Coordinator

Job Type

Full-time

Description

We're looking for an enthusiastic new addition to our team in Plymouth, MN as an Investor Relations Coordinator.

About Us

Roers Companies is a 2024 USA Today Top Workplace and an emerging national leader in multifamily real estate investment, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing and operating market-rate and affordable apartments in growing neighborhoods. Since our founding in 2012, Roers Cos. has developed nearly $3 billion in real estate, representing more than 12,000 homes across the Midwest, Mountain Southwest, and Sunbelt regions. Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential.

About You

You're passionate about your work and strive to achieve ambitious goals. You offer an extra hand and aren't afraid to ask for help when needed. You act with integrity and empathy for the people around you. You get the big picture while executing the little details. In other words, you share our corporate values - passion, work ethic, teamwork, integrity, and ownership mindset.

Responsibilities

As an Investor Relations Coordinator you will assist the Equity team with administrative and project support. In a given day, you may:

• Prepare and send gifts to investors on an ongoing basis.
• Prepare and mail quarterly letters, various investment notices and packages, and annual tax documents.
• Complete various errands (i.e. pick up materials for gifting)
• Put together the subscription agreements for projects to be uploaded to CRM (Juniper).
• Utilize CRM (Juniper Square/Hubspot) to complete a wide range of tasks, including but not limited to entering meeting notes, updating investor contact information, and uploading documents.
• Help with preparing for investor events with tasks including set up, take down, and creating nametags and materials.
• Perform the preparation, editing, and formatting of general correspondence through word processing and spreadsheet tasks. Also, audits of previous and current projects.
• Format and proofread documents.
• Prepare and assemble reports, company materials, and client documents, as directed.
• Manage and prioritize incoming workflow to meet all deadlines in a deadline-focused environment.
• Arrange for various meetings via conference calls, video conferences, and webcasts.
• Track equity raise-ups including initial processing of investment deposits.
• Monitor, process and delegate email correspondence with investors.
• Answering calls from staff and investors and processing their requests and needs.
• Record meeting minutes in meetings internally.
• Workflow processing for new investor opportunities from start to finish. Working with other departments to make sure all parts are moving along in the process (brochures, legal documents, bank accounts and logins are prepared, wire instructions created, etc.)
• Other duties as assigned.

Requirements

• Bachelor's degree preferred, High School Degree required.
• 1-3 years of office administration or coordination work preferred
• Strong interpersonal, oral and written communication skills
• Computer skills: Microsoft Work, Excel, and Outlook
• Must be organized, detail-oriented, and have good time management skills.
• Entrepreneurial mindset - loves to be challenged, determined to win, puts clients and teammates first, collaborative, inquisitive, self-motivated, and operates on trust (not fear).
• High integrity - trusted, direct, truthful. Embodies confidence and admits mistakes.
• Ability to perform the physical functions of the position which may include lifting up to 20 pounds.
• Maintain a neat, well-groomed, professional appearance.

Benefits & Perks

Our full-time employees are eligible for these benefits and perks:

• Medical, dental, and vision insurance including HSA
• Paid Parental Leave
• Employer Paid Basic Life Insurance
• Employer Paid Long-Term Disability
• Voluntary Life, AD&D, and Short-Term Disability insurance
• 401k Match
• Equity Opportunity with Match
• Competitive PTO and Paid Holidays
• Gym Membership Reimbursement
• Free Stays in our Properties' Guest Suites
• Rent Discount if you choose to live at one of our properties
• Free Weekly Office lunches and Fully Stocked Fridge
• Monthly Social Outings
• Shorter Friday Workdays During Summer

Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. E-Verify Compliant.

Candidates will be required to pass a criminal background check, motor vehicle report, and drug test.

In order to be considered for this position, applicants must complete a survey at this link:

https://go.cultureindex.com/s/83Iy24550b

#RoersCompaniesCareers