MANAGING DIRECTOR, INVESTOR RELATIONS
National Real Estate Advisors (National) is seeking a Managing Director, Investor Relations to lead all investor relations activities. The role reports to the Chief Operating Officer and is based at the firm’s Washington, DC headquarters.
CONFIDENTIALITY
Shine Associates, LLC has been exclusively retained on this assignment. Information contained in this position specification as well as any other information concerning National provided or discussed is confidential. All materials and discussions are for the sole purpose of a candidate’s personal review of the opportunity.
FIRM OVERVIEW
National is an SEC registered investment advisor headquartered in Washington, DC. The firm manages 58 assets with $8B in gross AUM across multiple investment funds and on behalf of institutional investors. Since National’s founding in 2000, through a specialized build-to-core strategy, it has developed and redeveloped some of the country’s most recognized projects in major U.S. cities. National seeks to transform communities by employing skilled labor to create modern, technologically advanced assets. National has launched and is pursuing new investment vehicles in data centers, medical office, and workforce modular housing.
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KEY RESPONSIBILITIES
- Lead and manage the Investor Relations team (Investor Relations, Client Services, Capital Raising, Reporting, and Coordination), set goals, provide mentorship, and ensure successful execution of company objectives.
- Oversee departmental budget, vendor relationships, and administrative planning, ensuring alignment with firm-wide priorities.
- Provide strategic leadership for all client matters, including communication, servicing, and relationship management.
- In conjunction with the Investor Relations Directors, maintain and strengthen relationships with investors, consultants, advisors, and industry partners; ensure all requests (including RFPs) are handled with professionalism and accuracy.
- Oversee the Investor Relations team to ensure the firm is represented at investor meetings, conferences, and industry events to advance relationships and fundraising goals.
- Oversee all fundraising activity, including restricted contacts for placement agents (e.g., public funds) in coordination with the Sr. Director, Investor Relations.
- Oversee the strategy, messaging, and execution of all non-NDCF fundraising initiatives in coordination with the Sr. Director, Investor Relations.
- Support the Portfolio & Asset Management team’s oversight of third-party placement agents.
- Oversee quarterly and ad hoc investor reporting, ensuring accuracy, timeliness, and compliance.
- Collaborate with Compliance on all investor-facing and marketing materials.
- Support the creation of new investment vehicles with strategic and industry insights.
- Partner with Investments, Portfolio & Asset Management, and senior management to deliver effective, compliance-approved presentations.
- Keep abreast of market conditions and industry news to determine impact and proactively assist with strategy in handling National client accounts and/or specific investments.
- Research competitive investment firms by identifying and evaluating product characteristics, market share, pricing, and advertising. Continue professional development as appropriate.
PROFESSIONAL QUALIFICATIONS
- Undergraduate degree with coursework in real estate, finance, marketing, business or related field is required; graduate-level coursework is preferred.
- Minimum of 10+ years in commercial real estate, financial services, asset management, or investment investor relations experience.
- Demonstrated experience in giving successful oral presentations with the ability to adapt to the audience; ability to apply discretion and good judgment and articulate real estate finance and investment concepts.
- Ethical conduct, high attention to detail, and commitment to meeting deadlines.
- Solid analytical and critical thinking skills, with effective verbal and written communication.
- Self-motivated and able to work independently in a fast-paced, complex environment with the ability to prioritize and manage multiple projects.
- Ability to translate strategy into action, communicate at all levels, and work effectively in ambiguous situations.
- Ability to travel nationwide to project sites and office locations for meetings, presentations, and events; build and grow business relationships.
- Adherence to National’s Employee Handbook and compliance with Regulatory Compliance Manual, Code of Ethics, and related policies and procedures.
- Commitment to National’s fiduciary responsibilities and, when feasible, energy and resource conservation practices to benefit clients.
COMPENSATION & BENEFITS
The annual compensation is expected to be approximately $400,000–$500,000. Actual base salary and bonus will be determined by factors including relevant experience, skills and qualifications, peer salaries, and geographic location. The role may be eligible for a discretionary annual bonus, LTIP, and a range of financial, wellbeing, and health/welfare benefits.
CONTACT INFORMATION
Shine Associates, LLC
45 School Street, Suite 301
Boston, MA 02108
Website:
Kelsey Shine, Director; Hillary Shine, Principal
Email: ;
Chandlee Gustafson, Associate
Email:
Phone: ; ;
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