Coastal Ridge Real Estate
Vice President, Investor Relations
Coastal Ridge Real Estate, Columbus, Ohio, United States, 43224
What You'll Do:
As the Vice President of Investor Relations, you'll play a key role in supporting investor needs throughout the entire investment lifecycle. You'll serve as the primary point of contact for investors - from onboarding and reporting to events and communication - ensuring a seamless and professional client experience. In this role, you'll help maintain a best-in-class investor relations function that delivers exceptional service to both external and internal stakeholders.
This position is an interdisciplinary role that bridges capital raising, investor relations, reporting, and strategy. The role is also highly tactical and execution-driven, with a primary focus on accuracy, timeliness, and precision in managing investor information and communications. Success in this role requires strong attention to detail, process orientation, and the ability to manage recurring administrative workflows that are critical to the investor experience. By owning these day-to-day functions, the role enables the Investor Relations team to operate smoothly and support strategic decision-making. This position will report to the Managing Director, Investor Relations.
Where You'll Work:
Ideally, this position will be based out of the company's Columbus, OH office. However, there could be flexibility for a fully remote position for the right candidate.
What You'll Own: Investor Relationship Management. Cultivate and manage investor relationships. Partner with the Managing Director to service current investors and expand institutional and HNW/Family Office relationships. Investor Onboarding & Account Maintenance. Serve as the primary contact for investor subscriptions and closings in partnership with legal counsel. Create and maintain investor positions, review and process subscription agreements, and manage ongoing account updates (e.g., wiring instructions, addresses, tax forms, contacts) while ensuring AML/KYC compliance. Capital Activity. Prepare and distribute capital call and distribution notices, coordinating with the fund administrator to ensure timely and accurate delivery to investors. Custodial Reporting. Manage relationships with RIA custodians and oversee DTCC AIP reporting in collaboration with the fund administrator. Ensure reporting is completed accurately and on schedule, and serve as the point of contact with custodians to address requirements or resolve issues. Investor Communication. Manage day-to-day investor communications, including inbox oversight and response to inquiries, ensuring timely, accurate, and professional engagement. Investor Reporting. Prepare and distribute investor reports and presentations, including quarterly updates, portfolio summaries, and annual K-1s. Partner with Portfolio Management, Finance, and Accounting to ensure accurate and timely delivery. Investor Events. Coordinate and execute investor events, including the annual investor call, AGMs, Advisory Committee meetings, webinars, and ad hoc gatherings. CRM, Portal, & Process Optimization. Maintain the Juniper Square CRM and investor portal to ensure data accuracy and usability. Drive process improvements by leveraging technology and best practices to enhance efficiency, scalability, and the investor experience. Industry Expertise. Provide data-driven insights to leadership on industry trends and investor considerations. Other duties and projects as assigned. What You'll Bring:
Bachelor's degree in Finance, Accounting, Real Estate, Project Management, or a related field. 7-10 years of experience in the commercial real estate or financial services industry with a focus on investor relations, capital markets, or business development. Private equity or banking experience and/or knowledge is a plus. Hands-on experience managing investor documentation and reporting processes, including subscription agreements, account updates, capital calls, distributions, and K-1s. Working knowledge of AML/KYC regulatory standards and SEC reporting requirements. Strong organizational skills and high attention to detail, with the ability to manage recurring, deadline-driven workflows in a fast-paced environment. Excellent written and verbal communication skills, with the ability to respond to investor inquiries in a clear, professional, and timely manner. Proficiency in CRMs and investor portals (e.g., Juniper Square, Salesforce, or comparable systems), with the ability to maintain accurate data and troubleshoot technical issues. Ability to work cross-functionally with Finance, Accounting, Portfolio Management, and Legal to ensure accuracy and completeness of investor information. A proactive, service-oriented mindset with the ability to balance multiple priorities and follow through on tasks with minimal oversight. Demonstrated experience engaging with both institutional, RIA, and HNW/family office clients. Demonstrated ability to manage, coach, and lead a team of internal stakeholders. Who You Are:
Financially focused. You look at information with a discerning eye to ensure accuracy. You use a data-driven approach to make decisions that positively impact the company's financials. You find creative ways to move the needle and are focused on driving results that ultimately influence the bottom line. Service-oriented and detail-driven. You take ownership of recurring processes and ensure accuracy, timeliness, and compliance in every task. You thrive on getting the details right, whether reviewing subscription agreements, updating records, or preparing investor communications. A captivator and networker. You have strong verbal, written, and interpersonal communication skills, including public speaking and presentation abilities. You have a strong executive presence and the ability to interact and engage with senior leaders and high-level institutional investors. Collaborative and dependable. You work seamlessly across functions like Finance, Accounting, Legal, and Portfolio Management to keep projects on track. Colleagues and investors can count on you to follow through, communicate clearly, and deliver accurate results on time. A multitasking executor. You get things done. You are highly organized and proactive, with the ability to manage multiple tasks and stakeholders in a fast-paced environment. You set clear plans to meet deadlines and follow through to ensure projects are completed accurately and on time. You adapt quickly as priorities shift, maintaining focus and delivering consistent results.
Our Company:
Built on the foundation of over 20 years of friendships, Coastal Ridge is a vertically integrated multifamily real estate operator, investor, and developer whose unique approach successfully combines data and experience. Supported by over 850 real estate professionals with deep sector expertise, we have quickly grown into a leader in the multifamily industry. Our values are based on relationships and driven by honesty, integrity, and trust.
What You'll Get:
As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit programs designed to fit you and your lifestyle. We are committed to providing competitive and comprehensive benefits that align with our culture and the needs of our associates.
As the Vice President of Investor Relations, you'll play a key role in supporting investor needs throughout the entire investment lifecycle. You'll serve as the primary point of contact for investors - from onboarding and reporting to events and communication - ensuring a seamless and professional client experience. In this role, you'll help maintain a best-in-class investor relations function that delivers exceptional service to both external and internal stakeholders.
This position is an interdisciplinary role that bridges capital raising, investor relations, reporting, and strategy. The role is also highly tactical and execution-driven, with a primary focus on accuracy, timeliness, and precision in managing investor information and communications. Success in this role requires strong attention to detail, process orientation, and the ability to manage recurring administrative workflows that are critical to the investor experience. By owning these day-to-day functions, the role enables the Investor Relations team to operate smoothly and support strategic decision-making. This position will report to the Managing Director, Investor Relations.
Where You'll Work:
Ideally, this position will be based out of the company's Columbus, OH office. However, there could be flexibility for a fully remote position for the right candidate.
What You'll Own: Investor Relationship Management. Cultivate and manage investor relationships. Partner with the Managing Director to service current investors and expand institutional and HNW/Family Office relationships. Investor Onboarding & Account Maintenance. Serve as the primary contact for investor subscriptions and closings in partnership with legal counsel. Create and maintain investor positions, review and process subscription agreements, and manage ongoing account updates (e.g., wiring instructions, addresses, tax forms, contacts) while ensuring AML/KYC compliance. Capital Activity. Prepare and distribute capital call and distribution notices, coordinating with the fund administrator to ensure timely and accurate delivery to investors. Custodial Reporting. Manage relationships with RIA custodians and oversee DTCC AIP reporting in collaboration with the fund administrator. Ensure reporting is completed accurately and on schedule, and serve as the point of contact with custodians to address requirements or resolve issues. Investor Communication. Manage day-to-day investor communications, including inbox oversight and response to inquiries, ensuring timely, accurate, and professional engagement. Investor Reporting. Prepare and distribute investor reports and presentations, including quarterly updates, portfolio summaries, and annual K-1s. Partner with Portfolio Management, Finance, and Accounting to ensure accurate and timely delivery. Investor Events. Coordinate and execute investor events, including the annual investor call, AGMs, Advisory Committee meetings, webinars, and ad hoc gatherings. CRM, Portal, & Process Optimization. Maintain the Juniper Square CRM and investor portal to ensure data accuracy and usability. Drive process improvements by leveraging technology and best practices to enhance efficiency, scalability, and the investor experience. Industry Expertise. Provide data-driven insights to leadership on industry trends and investor considerations. Other duties and projects as assigned. What You'll Bring:
Bachelor's degree in Finance, Accounting, Real Estate, Project Management, or a related field. 7-10 years of experience in the commercial real estate or financial services industry with a focus on investor relations, capital markets, or business development. Private equity or banking experience and/or knowledge is a plus. Hands-on experience managing investor documentation and reporting processes, including subscription agreements, account updates, capital calls, distributions, and K-1s. Working knowledge of AML/KYC regulatory standards and SEC reporting requirements. Strong organizational skills and high attention to detail, with the ability to manage recurring, deadline-driven workflows in a fast-paced environment. Excellent written and verbal communication skills, with the ability to respond to investor inquiries in a clear, professional, and timely manner. Proficiency in CRMs and investor portals (e.g., Juniper Square, Salesforce, or comparable systems), with the ability to maintain accurate data and troubleshoot technical issues. Ability to work cross-functionally with Finance, Accounting, Portfolio Management, and Legal to ensure accuracy and completeness of investor information. A proactive, service-oriented mindset with the ability to balance multiple priorities and follow through on tasks with minimal oversight. Demonstrated experience engaging with both institutional, RIA, and HNW/family office clients. Demonstrated ability to manage, coach, and lead a team of internal stakeholders. Who You Are:
Financially focused. You look at information with a discerning eye to ensure accuracy. You use a data-driven approach to make decisions that positively impact the company's financials. You find creative ways to move the needle and are focused on driving results that ultimately influence the bottom line. Service-oriented and detail-driven. You take ownership of recurring processes and ensure accuracy, timeliness, and compliance in every task. You thrive on getting the details right, whether reviewing subscription agreements, updating records, or preparing investor communications. A captivator and networker. You have strong verbal, written, and interpersonal communication skills, including public speaking and presentation abilities. You have a strong executive presence and the ability to interact and engage with senior leaders and high-level institutional investors. Collaborative and dependable. You work seamlessly across functions like Finance, Accounting, Legal, and Portfolio Management to keep projects on track. Colleagues and investors can count on you to follow through, communicate clearly, and deliver accurate results on time. A multitasking executor. You get things done. You are highly organized and proactive, with the ability to manage multiple tasks and stakeholders in a fast-paced environment. You set clear plans to meet deadlines and follow through to ensure projects are completed accurately and on time. You adapt quickly as priorities shift, maintaining focus and delivering consistent results.
Our Company:
Built on the foundation of over 20 years of friendships, Coastal Ridge is a vertically integrated multifamily real estate operator, investor, and developer whose unique approach successfully combines data and experience. Supported by over 850 real estate professionals with deep sector expertise, we have quickly grown into a leader in the multifamily industry. Our values are based on relationships and driven by honesty, integrity, and trust.
What You'll Get:
As a Coastal Ridge Real Estate associate, you'll be eligible to participate in a variety of benefit programs designed to fit you and your lifestyle. We are committed to providing competitive and comprehensive benefits that align with our culture and the needs of our associates.