Job #1523: Investment Relations Specialist - Newtown, PA (1-13-21)

Job Title

Investment Relations Specialist





The Investor Relations Associate will report to the company president and will advocate the strategy and development of our investor outreach program. The Investor Relations Associate will be a key collaborator with our senior management team in helping the organization scale for growth. A background in investment relations, business development and experience leading investor relations for a private and/or public company will set you up for success.



Positioning and Strategy

Assist in the development, plan, and execution of a comprehensive, strategic investor relations program to increase our  visibility with the accredited investor community Assist with the ongoing refinement of key messaging and market positioning based on investment performance, market perception and investor expectations Diligently track and close prospective investors as they invest in each respective investment offering

Primary Responsibility:

Focus on raising capital. Build and cultivate existing investor relationships across the following investor types – family offices, municipal pension plans, insurance company investment officers, fund of funds, etc. Identify potential investors and develop proper points of contact, both direct and indirect, in order to develop direct relationships for capital raising Initiate calls to investors and coordinate meetings to explain investment opportunities Participate in strategic planning with senior management to set capital raising goals Effectively articulate the investment philosophy and strategy to potential and existing investors

Relationship Management & Infrastructure

Build a targeted investor strategy with current and potential investors Develop prospective investor database and execute outreach program via email, teleconference and video conference Manage relationships and broaden exposure to institutional investors Advise on optimal communications for prospective investors and current investors including quarterly reports, monthly investment updates, frequent investor outreach calls and ongoing communication Speak to investors and prospective investors on behalf of the company Plan and manage investor events, meetings, roadshows, investment calls and maintain ongoing relationships

Content Creation & Process Management

Collaborate with senior management to gain a deep understanding of our Real Estate  investment philosophy and ensure that messaging is consistent across communications Craft and communicate regular messaging around investment successes and strategy Assist in managing the process for quarterly reporting, preparation of materials including updates on investment results and other associated materials for prospective and current investors Provide guidance on IR portion of website content


Key Candidate Attributes:

Structured thinking: comfort with numbers, details, and a collaborative working style Solid communication skills and presence Ability to express oneself clearly and concisely with excellent written and verbal communications Critical thinking and autonomy to solve problems with limited day to day direct supervision Enthusiasm for, or familiarity with commercial real estate investments and real estate trends A background in investor relations with a private and/or public company and experience closing sales/investment opportunities with prospective and existing investors.


Application Process

Interested Friends of the Firm members should e-mail resume to Kenny Dubin at Please mention that you are a member of EisnerAmper's Friends of the Firm program. Make sure to include Job #1523 in the subject line and to copy on your email.