Position Description
Department:
Investor Relations
Classification:
Exempt; Full-time
Title:
Director, Investor Relations
Reports To:
Managing Director, Investor Relations
Location:
Primary – Washington, DC
Date:
March 2015
Director, Investor Relations Overview: Responsible for raising capital for both separate
accounts and the company’s commingled fund offering, as well as developing and
maintaining relationships within the real estate investment management consulting
industry. Work collaboratively with the Managing Director, Investor Relations in
formulating, establishing and influencing the professional corporate image throughout all
product lines, promotional materials, and events. Confidently demonstrates specialized
intellectual knowledge in real estate investing while consistently exercising discretion and
independent judgment.
Essential Functions:
1. Under the guidance of the Managing Director, Investor Relations serve as a liaison
between the firm and the real estate investment consultants to communicate and
respond to inquiries related to the firm’s investment opportunities.
2. Under the direction of the Managing Director, work with Accounting and Portfolio
& Asset Management to provide consultants and clients high quality, responsive
facts regarding the company, its products and investment performance.
3. Deliver presentations to consultants and existing clients regarding the company
and its products. Establish, maintain and strengthen long-term relationships with
industry influencers, key strategic partners and all of the company’s
stakeholders—clients, consultants, advisors, legal counsel, and internal Staff.
Represent the company at industry organizations and actively network with
potential investors.
4. Plan meetings and trade shows by identifying, assembling, and coordinating
requirements; establishing contacts, developing schedules and assignments and
coordinate mailing lists.
900 Seventh Street, NW, Suite 600, Washington, DC 20001 | Phone: 202.496.3370 | Fax: 202.467.9464 | www.natadvisors.com
5. Research competitive investment firms by identifying and evaluating product
characteristics, market share, pricing, and advertising. Continue professional
development as appropriate.
6. Initiate and coordinate appropriate entertainment and educational events for
prospects, consultants, as well as existing clients.
7. Update Managing Director on all new initiatives and responses to inquires related
to firm’s investment opportunities. Update Salesforce with pertinent information
and distribute to Investor Relations team.
8. Assist the Managing Director and other Investor Relations team members with the
consultant database process and ensure consultants are obtaining updated
information on a quarterly database.
9. Track and monitor current trends in the market that are applicable to National.
10. Research potential RFP opportunities and assist in the creation of proposals when
necessary.
11. Support Investment and Portfolio Management Staff by providing data, market
trends, forecasts; supply new product information and relay investor requests.
12. Organize, attend and actively contribute to internal Staff meetings and Investor
Relations weekly meetings. Communicate confidently in a collaborative team
environment.
13. Regular travel, including overnight travel is required. Periodic overnight travel to
main office in Washington, DC will also be required in order to attend staff
meetings and other events.
Other Duties and Responsibilities:
1. Keep abreast of market news reporting, industry news, and legal issues to
determine the impact and proactively strategize regarding the handling of
National client accounts and specific investments.
2. Maintain an adequate supply of promotional materials by coordinating
requirements with vendors, inventory stock, placing orders and verify receipt.
3. Other duties as assigned.
Qualifications:
1. An undergraduate degree with in real estate, development, finance, marketing,
business or other related field is preferred. Graduate-level coursework is desired.
900 Seventh Street, NW, Suite 600, Washington, DC 20001 | Phone: 202.496.3370 | Fax: 202.467.9464 | www.natadvisors.com
2. Minimum of five to seven years of commercial real estate investor relations,
investment, marketing or asset management experience is required.
3. Demonstrated experience in giving successful oral presentations with a strong
ability to adapt to the specific audience. Required to exhibit advanced real estate
knowledge, sound judgment, and exceptional interpersonal skills.
4. Demonstrate excellent professional organization and multitasking abilities,
effective business writing and verbal communication. Proficient in Microsoft
Office Suite and Salesforce.
5. Demonstrated in-depth sales and marketing techniques and financial
principles. Critical evaluation of real estate-related financial analysis.
6. Must be self-motivated and able to work independently in a fast-paced, complex
professional business environment with the ability to prioritize and handle
multiple projects.
7. Must be able to translate strategy into action, communicate at all levels of the
organization and work effectively in ambiguous situations.
8. Ability to spend extended hours traveling nationwide to different project sites and
office locations delivering presentations and attending special events.
Work Environment:
1. This job primarily operates in a clerical, office setting. This role routinely uses
standard office equipment such as computers and phones. It is a sedentary role in
a professional environment; however incumbent is required to regularly walk, sit,
talk and/or hear, reach with hands and arms.
The work environment and physical demand characteristics described here are
representative of those an employee encounters while performing the essential functions
of this job. Reasonable accommodations may be made to enable individuals with
disabilities to perform the essential functions.
This job description in no way states or implies that these are the only duties to be
performed by this employee. This description reflects management’s assignment of
essential functions and nothing in this herein restricts management’s right to assign or
reassign duties and responsibilities to this job at any time. The employee in this position
will be required to follow any other instructions and to perform any other duties requested
by his or her supervisor.
900 Seventh Street, NW, Suite 600, Washington, DC 20001 | Phone: 202.496.3370 | Fax: 202.467.9464 | www.natadvisors.com
In order to provide equal employment and advancement opportunities to all individuals,
employment decisions at National will be based on merit, qualifications, and abilities.
National does not discriminate in employment opportunities or practices on the basis of
race, color, religion, sex, national origin, age, disability, or any other characteristic
protected by law.
900 Seventh Street, NW, Suite 600, Washington, DC 20001 | Phone: 202.496.3370 | Fax: 202.467.9464 | www.natadvisors.com