Investor Relations Coordinator

Job Description

Enterprise is a national nonprofit that exists to make a good home possible for the millions of families without one. We support community development organizations on the ground, aggregate and invest capital for impact, advance housing policy at every level of government, and build and manage communities ourselves. Since 1982, we have invested $54 billion and created 873,000 homes across all 50 states – all to make home and community places of pride, power and belonging.

 

Join us at enterprisecommunity.org. 

 

Working at Enterprise  

At Enterprise, you’ll be part of a diverse, committed team making a difference every day. You will collaborate with some of the smartest minds and biggest hearts in our field. You’ll be empowered to drive systems change and take bold steps to advance racial equity. And you will find a career home where you’re valued and supported in your growth journey. 

 

Enterprise offers career opportunities in our offices across the country with an exceptional benefits package.

Job Description Summary

Will provide support for the EHCI Investor Relations and Capital Originations (“IRCO”) teams within Enterprise Housing Credit Investments (“HCI”). The IR Coordinator will play a substantial role in managing investor marketing and due diligence, and in supporting investor fund closings. It is essential that the candidate be a self-starter who is relationship oriented, highly organized, analytical, detail oriented and interested in learning the business of HCI.

 

Job Description

Responsibilities:

• Assist in the creation and maintenance of materials for use in investor marketing and due diligence meetings, including maintaining HCI organizational charts.
• Provide investor meeting and site visit support and assist with organization and preparation for investor conferences and events.
• Act as primary point person for collecting Enterprise information and due diligence materials from across the company to share with investors
• Maintain the IRCO Office 365 sites to manage investor documentation and syndicator due diligence, including a clear, readily accessible historical record of meetings from prior years.
• Utilize Office 365 applications to gather and track reporting and responses to items from various internal departments to provide to investors for due diligence requests.
• Support multi-investor fund offerings and closings by:
  • Creating fund offering and closing materials in PDF format for distribution to investors.
  • Uploading multi-fund and deal materials to the Enterprise Investor Portal.
  • Obtaining Enterprise signatures for closing.
  • Distributing electronic fund closing binders to IR Relationship Managers to share with investors.
• Create and/or upload other IR documents to the Enterprise Investor Portal as requested.
• Assist with monitoring, answering questions, and creating user accounts for the Enterprise Investor Portal.
• Collaborate with IR colleagues to manage IRCO Salesforce content related to funds or investors, marketing events and correspondence lists.
• Prepare and distribute agendas, and manage scheduling for, IR team and Operations Management meetings.
• Process invoices as needed, and work with Enterprise Treasury Department to set up bank accounts for new funds. 
• Serve as back up for preparing the semi-weekly Deal Screening Committee agenda, track approvals, and manage scheduling for semi-weekly LIHTC Deal Screening Committee.
• Perform other duties and assist with special projects as assigned.

 

Qualifications:

• Undergraduate degree or equivalent; at least 1-year experience in a progressively responsible position a plus.
• Knowledge of real estate terminology and concepts preferred; knowledge of LIHTC a plus.
• Ability to manage large quantities of information with demonstrated attention to detail.
• Demonstrated ability to work productively and accurately in a fast-paced environment with multiple projects and stringent deadlines.
• Must be highly motivated, be able to work independently and possess strong written and oral communication skills.
• Ability to establish and maintain solid working relationships with internal and external customers.
• Thorough knowledge of MS Word, Excel and Power Point.
• Knowledge of Salesforce, Workday and SharePoint/Teams (Office 365) a plus.
• Incumbent is expected to demonstrate strong ethics and professionalism in interpersonal relations and work as an effective collaborative team member.
• Strong organizational skills and ability to coordinate complex activities prioritize conflicting demands.