Managing Director Investor Relations

2 weeks ago


San Diego, United States Westcore Full time

Position Summary

The Managing Director Investor Relations will be instrumental in Westcore's strategy to expand and diversify its limited partner (LP) base, with a particular emphasis on engaging institutional investors, family offices, and select registered investment advisors (RIAs). Serving as the primary point of contact for investors, this leader will ensure clear and effective communication of the company's financial performance, strategic initiatives, and growth opportunities. Collaborating closely with senior leadership, the role will encompass capital-raising efforts, nurturing relationships with existing and potential investors, and advancing the firm’s overarching growth objectives.


Core Roles & Responsibilities

  1. Develop and execute a comprehensive investor relations strategy.
  2. Serve as the primary point of contact for existing and prospective investors.
  3. Monitor market trends, investor sentiment, and competitive positioning to provide insights to senior management.
  4. Identify and engage with potential new investors to expand the investor base.

Primary Duties

  1. Facilitate regular updates and communications, including earnings reports, investor presentations, and newsletters.
  2. Organize and lead investor meetings, site tours, and conferences.
  3. Craft clear, compelling, and consistent messaging around the company’s financial performance, business strategy, and industry outlook.
  4. Collaborate with senior leadership to align messaging with corporate objectives and market positioning.
  5. Analyze investor feedback and adjust communication strategies accordingly.
  6. Collaborate with the finance and legal teams to ensure accurate and compliant financial reporting.
  7. Build and maintain strong relationships with analysts, institutional investors, and other stakeholders.
  8. Act as a trusted advisor to the CEO, CFO, and board of directors on investor-related matters.

Desired Skills And Experience

  1. Bachelor’s degree in Finance, Business Administration, Economics, or a related field; MBA or CFA designation preferred.
  2. Minimum of 10 years of experience in investor relations, financial communications, or related roles within the commercial real estate or finance industry.
  3. Proven track record of building and managing investor relationships at a senior level.
  4. Strong understanding of financial statements, valuation methods, and capital markets.
  5. Exceptional verbal and written communication skills.
  6. Ability to think strategically and operate effectively in a fast-paced environment.
  7. Proficiency in investor relations software, CRM tools, and financial modeling.
#J-18808-Ljbffr

  • San Francisco Bay Area, United States HelpResource agency Full time

    Company DescriptionHelpResource agency is a reliable staffing and hiring company based in USA, specializing in retail and warehouse recruitment, and middle managers. With a focus on professional recruiters and a well-planned project management structure, we ensure to identify the ideal candidates for every targeted position. We value success and strive to...


  • San Diego, United States Selby Jennings Full time

    A leading multi-billion dollar public healthcare company is looking to add a Director of Investor Relations to their team in San Diego or Marlborough, MA.The individual will be essential in shaping and guiding the team's external business analysis. This key role demands a combination of financial expertise, strategic communication abilities, and the talent...


  • San Diego, California, United States Westcore Full time

    Company OverviewWestcore, a leading commercial real estate company, is seeking an experienced Strategic Investor Relations Leader to drive the expansion of its limited partner base.Estimated Salary: $200,000 - $300,000 per yearJob DescriptionThe successful candidate will be instrumental in developing and executing a comprehensive investor relations strategy,...

  • VP Investor Relations

    2 weeks ago


    San Francisco, United States CLevelCrossing Full time

    See yourself at Twilio.Join the team as our next VP of Investor Relations.Who we are & why we’re hiringTwilio powers real-time business communications and data solutions that help companies and developers worldwide build better applications and customer experiences. Although we're headquartered in San Francisco, we have presence throughout South America,...


  • San Francisco, California, United States CLevelCrossing Full time

    Are you a seasoned finance expert looking for a new challenge? We are seeking an experienced Senior Investor Relations Strategist to join our team at CLevelCrossing.About the RoleWe are responsible for building strong relationships with investors and analysts to ensure that our company's financial performance is accurately reflected in the market. As a...

  • VP, Investor Relations

    2 months ago


    San Francisco, United States Women in Payments Full time

    At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our...


  • San Francisco, United States Carmel Partners Full time

    Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an Analyst, Investor Relations in our San Francisco Corporate Office.The Investor Relations Analyst, under the supervision of the Vice President, Head of...


  • San Francisco, United States Carmel Partners, Inc. Full time

    San Francisco Corp 1000 Sansome Street First Floor San Francisco, CA 94111, USA Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an Analyst, Investor Relations in our San Francisco Corporate Office.The...


  • San Francisco, United States Sunrun Inc. Full time

    Everything we do at Sunrun is driven by a determination to transform the way we power our lives. We know that starts at the individual employee level. We strive to foster an environment you can thrive in through our commitment to diversity, inclusion and belonging.Sunrun is looking to hire an Associate on the Investor Relations team to help communicate...


  • San Francisco, California, United States ORIX USA Full time

    About the Role ORIX USA is seeking a seasoned professional to serve as its Strategic Director for Institutional Investor Relations and Capital Formation. This key position will oversee the capital raise process for the company's asset management business, driving business development, fundraising, and marketing efforts across the organization....


  • San Francisco Bay Area, United States ELCO Consulting Full time

    COMPANY DESCRIPTION:Our client is a multi-billion dollar alternative investment manager based in the Bay Area. The firm works in their office Tuesday - Thursday. JOB DESCRIPTION:Our client seeks an Investor Relations Associate to join the team. Job responsibilities include:-Work with the firm’s Head of Investor Relations and Head of Business Development to...


  • San Francisco, United States Selby Jennings Full time

    Job Overview:A leading real estate investment firm is looking to bring on their first investor relations hire to support the firm's investor relations and capital raising efforts. Key Responsibilities:Develop and execute a comprehensive investor relations strategy that supports the firm's growth and fundraising objectives.Cultivate and maintain relationships...


  • San Francisco Bay Area, United States Stratos Advisors Full time

    Stratos Advisors, an investor relations firm, has an excellent career opportunity for a highly-driven individual with strong communication skills to join our growing team. This professional will support a team of 2 to 3 senior consultants in the development and execution of the firm's investor relations programs. This is a great opportunity to join a growing...


  • San Francisco, California, United States Selby Jennings Full time

    About Selby Jennings:">As a leading global provider of recruitment solutions, we empower our clients to achieve their strategic goals by providing access to top talent.">Job Summary:">We are seeking an experienced Strategic Investor Relations Lead to join our client's team in supporting the firm's investor relations and capital raising efforts. This role is...


  • San Francisco, California, United States Women in Payments Full time

    Job Title: VP, Investor RelationsAbout the Role:We are seeking a highly skilled VP of Investor Relations and Financial Strategy to join our team. As a key member of our executive leadership, you will be responsible for developing and executing a comprehensive investor relations strategy, managing relationships with investors and analysts, and driving...


  • San Francisco, California, United States Talkdesk Full time

    About This RoleWe are seeking a seasoned Strategic Investor Relations Leader to join our team. As a key member of our executive leadership, you will be responsible for developing and executing a comprehensive investor relations strategy that drives business growth and enhances shareholder value.Responsibilities:Manage relationships with investors, analysts,...


  • San Francisco, CA, United States Women in Payments Full time

    At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our...


  • San Francisco, CA, United States Carmel Partners, Inc. Full time

    San Francisco Corp 1000 Sansome Street First Floor San Francisco, CA 94111, USA Carmel Partners , one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an Analyst, Investor Relations in our San Francisco Corporate Office. The...


  • San Francisco, California, United States Women in Payments Full time

    At Talkdesk, we are committed to redefining the customer experience and delivering innovative solutions. Our team is passionate about empowering a new kind of customer hero through our software.We are recognized as a cloud contact center leader by leading research organizations, including Gartner and Forrester. With a strong financial foundation and a...


  • San Francisco, California, United States Carmel Partners, Inc. Full time

    Company Overview:">Carmel Partners, Inc. is a leading specialist in real estate investment management with expertise in the investment, development, and construction of multifamily properties.">About the Role:">We are seeking an experienced Investor Relations Analyst to support our San Francisco Corporate Office. The successful candidate will be responsible...