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Investor Relations Business Analyst

2 months ago

Minneapolis, United States Roers Companies Full time

Job Type

Full-time

Description

Roers Companies is a 2024 USA Today Top Workplace and an emerging national leader in multifamily real estate investment, development, construction, and property management. Headquartered in Plymouth, Minnesota, we're on a mission to elevate multifamily housing by developing and operating market-rate and affordable apartments in growing neighborhoods. Since our founding in 2012, Roers Cos. has developed nearly $3 billion in real estate, representing more than 12,000 homes across the Midwest, Mountain Southwest, and Sunbelt regions. Our team thrives on purpose-filled work, an entrepreneurial spirit, and unlimited growth potential.

The Investor Relations Business Analyst plays a pivotal role in supporting our sales, operations, and marketing teams. As we expand our investor base and real estate portfolio, this position contributes to developing operational procedures, ensuring accurate reporting, and maintaining efficient systems.

Requirements

  • Prepare and deliver weekly reports related to equity raises.
  • Analyze data to provide insights on investor trends and performance.
  • Maintain and manage key performance indicators (KPIs) relevant to investor relations.
  • Monitor progress and identify areas for improvement.
  • Create and update CRM records for investor contacts and deals.
  • Ensure data accuracy and completeness.
  • Oversee regular audits of the CRM system.
  • Verify data integrity and compliance with company standards.
  • Assist in conducting annual investor surveys.
  • Gather feedback and insights to enhance investor satisfaction.
  • Collaborate with IT and other teams to design and implement new CRM reporting features.
  • Define data requirements and ensure seamless integration.
  • Stay informed about real estate laws and regulations.
  • Ensure compliance with company policies and state/federal guidelines.
  • Handle any other responsibilities assigned by management.
Qualifications:
  • Bachelor's degree or certifications in business, finance, or related field or relevant experience
  • Proficiency in CRM systems (e.g., Salesforce, HubSpot).
  • Strong analytical skills and attention to detail.
Skills/Abilities:
  • Strong interpersonal, verbal, and written communication skills.
  • Computer skills: Microsoft Word, Excel, One Note, Outlook, Power Point, and Adobe Acrobat.
  • Basic Excel proficiency preferred.
  • Knowledge of HubSpot and Juniper Square software strongly preferred.
  • Exceptional communication skills and ability to interact with wide range of people.
  • Must be organized, detail oriented and have good time management skills.
  • Entrepreneurial ownership mindset.
  • High integrity - trusted, direct, truthful.
  • Works as a team player. Operates with the understanding that we do our best when we work together.
  • Passionate about your work and our company goals and vision.
  • Strive to achieve ambitious goals - loves to be challenged, determined to win, works tirelessly to achieve results.
  • Ability to organize and manage multiple priorities within established deadlines.
  • Ability to perform the physical functions of the position, which may include, but are not limited to ability to walk property, including up to 6 flights of stairs, to complete physical inspections.
Benefits & Perks

Our full-time employees are eligible for these benefits and perks:
  • Medical, dental, and vision insurance including HSA
  • Paid Parental Leave
  • Employer Paid Basic Life Insurance
  • Employer Paid Long-Term Disability
  • Voluntary Life, AD&D, and Short-Term Disability insurance
  • 401k Match
  • Equity Opportunity with Match
  • Competitive PTO and Paid Holidays
  • Gym Membership Reimbursement
  • Free Stays in our Properties' Guest Suites
  • Rent Discount if you choose to live at one of our properties
  • Free Weekly Office lunches and Fully Stocked Fridge
  • Monthly Social Outings
  • Shorter Friday Workdays During Summer

Roers Companies is focused on building a workforce that is diverse and inclusive. We are an Equal Opportunity Employer and consider applicants for employment without regard to race, color, religion, sex, orientation, national origin, age, disability, genetics, or any other basis forbidden under federal, provincial, or local law. E- Verify Compliant.

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