Investor Relations Manager

Investor Relations Manager
Graceada Partners is looking for a full-time, experienced Investor Relations professional to join our Modesto, CA team. The candidate must be investor-focused, success-driven, and have industry knowledge.

About Graceada Partners
Graceada Partners is a Modesto, California-based real estate investment firm specializing in value-add real estate investment in California's fastest-growing (and most affordable) region, the Central Valley. The firm has $0.5 billion in AUM and its principals have more than 25 years of combined experience in real estate acquisition, leasing, financing, and management. We live our company culture of <> honesty & integrity <> extreme ownership <> positive, caring, and humble <> excellence in execution. Growth potential is only limited by one’s desires in our growing company. Over the last five years, we have sponsored ten individual syndications and two discretionary closed-end funds and are launching our third closed-end fund. We will have $1 billion AUM in the next two years, growing to $5 billion AUM over the next decade.

Primary Responsibilities:

• Manage communications with individual and institutional investors as well as consultants.
• Assist all investors through regular, on-going outreach by answering questions, concerns, or issues professionally and responsively.
• Develop and manage investor communication content and cadence.
• Represent the firm at industry organizations and events.
• Help lead podcast scheduling, whitepaper development, social media, and other marketing strategies.
• Manage the onboarding process for all new investors.
• Oversee the utilization and on-going buildout of the Juniper Square database.
• Record meeting notes during investor calls and coordinate follow-up materials for distribution to investors following each meeting/call.
• Generate fund investor trackers for designated funds, separate accounts, co-investments, or joint ventures.
• Work with the management, accounting, and acquisitions teams to prepare and improve quarterly investor reports, acquisition and disposition updates, capital call and distribution notices, and respond to inbound investor inquiries.
• Ensure all communication to investors is consistent with brand standards and messaging.
• Coordinate and drive content for annual investor meetings, LPAC meetings, and other LP events.
• Be the lead on Environmental, Social, and Governance (ESG) marketing efforts with investors.
• Communicate with Graceada’s strategic advisors to lead internal process improvements and enhance best practices.
• Keep abreast of market conditions, industry news, and legal issues.

Secondary Responsibilities: 

• Assist in developing marketing and fundraising materials, including pitch books, campaign teasers, due diligence questionnaires, offering memorandum, competitor information, prospect pipelines, among others for investors.
• Work with senior management to develop a marketing plan and pipeline of potential investors.
• Assist senior management in the research and prioritization of potential prospects.
• Source industry research related to fundraising or supporting data related to fundraising strategies and rationale.
• Assist in raising capital and revising strategies to attract new capital.
• Complete additional tasks and special projects as needed.

Preferred Qualifications:

• Minimum of bachelor's degree with 3 years of relevant experience.
• Client Service or Investor Relations experience in Financial Services/Real Estate preferred
• Investor oriented mindset.
• Demonstrated proficiency in anticipating requests/needs.
• Ability to multi-task, prioritize, and manage time effectively.
• Excellent organizational skills and the ability to effectively maintain databases, keep accurate to-do lists, and follow up with all investor requests.
• Exceptional interpersonal, communication, writing, and research skills.
• Familiarity with CRM systems including Juniper Square
• Advanced Microsoft Office skills (including Excel and PowerPoint).
• Ability to travel as required.

Compensation & Location

• The position is based on Modesto, CA.
• Annual compensation based on experience plus a goals-based quarterly bonus
• Competitive benefits including unlimited vacation policy, medical insurance & 401k matching.
• Approximately 40 hours per week.
• Graceada is committed to Diversity, Equity, and Inclusion and are looking for candidates with similar values..