Investor Relations Manager
Company: Mercy Housing
Job Function: Other
Background
For over three decades, Mercy Community Capital has focused exclusively on funding affordable housing and essential community infrastructure projects that support affordable housing. By collaborating with socially responsible developers, Mercy Community Capital has helped finance the development of single and multifamily homes for rental and homeownership. These developments aid a variety of people, including low-income families and individuals, the working poor, seniors, farm workers, formerly homeless individuals and people with special needs.
Summary
Responsible for managing the investor relations function of Mercy Community Capital (MCC): daily communication, ensuring timely investor payments, negotiating renewals, preparing all required documents, and accountability reporting. Responsible for database management and reporting. Assist the President in capital-raising and investor relationship management. This position is eligible for a hybrid work schedule.
Responsibilities
- Serve as the primary contact for all investor types, including individuals, financial institutions, investment managers, religious communities, health care systems and foundations.
- Manage the renewal process for all applicable investments and negotiate terms for renewals with investors.
- Prepare and distribute investor reports, including financial performance and social impact outcomes.
- Responsible for tracking and monitoring compliance of investor covenants.
- Maintain accurate and up-to-date investor electronic files.
- Respond to investor inquiries in a timely and professional manner.
- Prepare and manage the investor payment log.
- Support capital raising efforts by preparing proposals, pitch materials, and due diligence documentation.
- Prepare reports required by licensing agencies, investors, and other stakeholders.
- Compile investor information for 1099 forms and coordinate the mailing of annual reports and audit documents.
- Coordinate all details related to exhibiting at investor conferences.
- Work with a third-party analytics company to create investor reports in Tableau as needed.
- Maintain the Capital Raising report and monitor the organization’s debt capital policy for the President.
- Other duties as assigned.
Requirements
MINIMUM QUALIFICATIONS
- High school diploma or equivalent.
- Three (3) years of experience in investor/client relations for banking, lending, or finance.
PREFERRED QUALIFICATIONS
- Bachelor’s Degree in Accounting, Finance, Economics, Business, Public Administration, or related field.
- Experience supporting capital-raising efforts.
- CDFI experience.
Compensation and Benefits
Pay: $100,000-$130,000/annually, dependent on experience.
BENEFITS
- Several Healthcare plans to choose from, dental (includes adult and child orthodontia) and vision
- 15 days of earned PTO your first year, 12 company holidays + 2 floating holidays
- 403b + match
- Early close Fridays (3 paid hours off each Friday), early close prior to a holiday (3 paid hours off)
- Paid time off between Christmas and New Year’s Day
- Paid Volunteer Time
- Paid Parental Leave and Care Giver Leave
- Employer paid Life Insurance
- Free Employee Assistance Plan
- Pet Insurance options