Investment manager Jobs in Minneapolis, MN

Roers Companies is seeking an energetic, dedicated professional to join 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

• Prepare and send gifts to investors on an ongoing basis.
• Prepare and email quarterly letters, various investment notices and packages, and annual tax documents. US mail and overnight shipping in addition to email.
• Assisting the Operations Team with CRM and other systems – launching new projects, closing out existing projects, etc.
• Utilize CRM (Juniper Square / Agora / 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.
• Track equity raise-ups including initial processing of investment deposits.
• Monitor, process and delegate email correspondence with investors through a shared inbox with the Operations Team.
• Answering calls from staff and investors and processing their requests and needs.
• Record meeting minutes in meetings internally.
• Creating and updating department SOPs regularly.
• 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.)
• Assisting with the subscription and accreditation process as a back-up as needed.
• Assisting the Senior Vice President of Equity with administrative tasks as needed.
• Other duties as assigned.

Education :

Experience :

Skills / Abilities :

Benefits & Perks

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

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 Complaint.

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

Pay Range : 48,800 - $62,900

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

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