Job Description

Real Estate Investor Relations Analyst/Associate

S3 Capital Partners

Firm Overview:

S3 Capital Partners is the real estate credit platform of Spruce Capital Partners and is currently one of the most active middle-market private lenders on the East Coast, providing real estate bridge and construction lending primarily to market rent multifamily developers.

Spruce Capital Partners is a privately held, New York-based real estate investment firm that owns, develops, and invests in real estate and real estate credit opportunities.

Position Overview:

S3 Capital Partners seeks to hire a highly motivated, dynamic individual to join the company as an Investor Relations Analyst/Associate.

This position offers an opportunity to gain a high-level understanding of S3 Capital’s strategy, operations, and approach with investors. The Analyst/Associate will develop and utilize a broad skill set, ranging from effective written and oral communications to detailed investment performance analysis and disciplined project management.

Essential Duties and Responsibilities:

Work closely with other key company functional areas (acquisitions, asset management, finance, accounting, compliance, tax, and legal) to compile data and insights for investor reports, questionnaires, communications, and ad-hoc requests
Manage the coordination of investor fund closings, including working closely with legal counsel, compliance, and third-party administrators to coordinate investor subscription documents and limited partnership agreements
- Review and organize subscription documentation and corresponding information
- Track and document essential information through the review of legal documentation
- Assist in coordinating documentation with legal team and managing correspondence with LPs
Provide prospective and existing investor support via CRM platform
Actively manage and maintain the firms CRM platform
Support fundraising efforts by working directly with senior team members to create marketing materials, including PPMs and DDQs and RFI’s for current investor updates and potential investors as well as due diligence presentations
Assist in the creation, procurement and updating of marketing material content and design
Maintain membership subscriptions to a number of industry networks
Manage quarterly updates to consultant and investor databases and surveys
Assist in preparing and review content for private placement memorandum and other investment vehicle documents
Work closely with Accounting team to assist in investor reporting, including but not limited to capital calls and quarterly statements
Assisting in maintaining firm-level statistics to ensure consistency across internal and external facing marketing materials
Work closely with Head of Capital Formation to ensure brand consistency across all internal and external facing materials (reporting, website, advertising, etc.)
Analyze investment-level data and prepare appropriate summaries
Synthesize quantitative and/or qualitative market and economic data, perform regular research on industry trends, peers, capital markets, and develop regular communication and reporting for senior management and investors
Participate in a range of internal projects that require assistance with written communications, data analysis, and PowerPoint presentations
Ensure investor inquiries are completed in a timely manner and with thoughtful answers that satisfy the investor and maintain corporate / brand message
Various special projects as requested

Language Skills:

Ability to read, analyze, and interpret general business periodicals, professional journals, technical procedures, or governmental regulations. Ability to draft content, business correspondence, and interpret business concepts. Ability to effectively consolidate and present information to senior management.

Qualifications, Skills and Experience:

Bachelor’s degree and 2-5 years of related, post-undergraduate experience
Strong written and oral communication
Proficiency in quantitative analysis
Ability to multi-task and prioritize time-sensitive projects
Organization and attention to detail
Solid business acumen and understanding of financial terminology
Knowledge of investor documentation, including subscription agreements and limited partnership agreements
Advanced technical experience, proficient in Outlook, Excel, PowerPoint, Word
Excellent interpersonal skills with a collaborative work style; extremely flexible and adaptable
Positive and enthusiastic demeanor with excellent customer service skills
Ability to assess issues, gather information, solve issues, and report when necessary
Self-starter, intellectual curiosity, committed to continuous learning and development