Senior Investor Relations Specialist

Summary

The Senior Investor Relations Specialist plays a key role in supporting Griffis Residential’s fundraising success and fostering long-term investor relationships. This position is responsible for managing investor account setup, onboarding, administration, and communication, with a strong emphasis on accuracy, professionalism, and responsiveness. Working under the direction of the Vice President of Investor Administration and Reporting, this role collaborates closely with cross-functional teams and is instrumental in streamlining investor services and maintaining the firm’s high standards of excellence in investor relations.

Principal Duties and Responsibilities

• Lead the setup and administration of investor accounts through the department’s Customer Relationship Management (CRM) system


• Support the fundraising process from initial investor interest through fund closings


• Manage the preparation, accuracy, and archival of all subscription documentation


• Oversee investor verification and compliance processes for new and existing investors


• Coordinate and ensure timely communication related to capital calls, distributions, financial disclosures, Net Asset Value Statement (NAVs), K-1s, and annual reports


• Respond promptly and professionally to inquiries from prospective and current investors


• Maintain accuracy and quality control for all investor communications and portal content


• Enhance the efficiency and accuracy of the department’s CRM, identifying opportunities to improve systems and minimize risk


• Archive all fund-related corporate materials in alignment with compliance standards and regulatory requirements


• Develop and manage effective electronic and physical filing systems for efficient retrieval of investor documentation


• Coordinate logistics for advisory committee meetings and annual investor meetings                                                                                                                                                                                                                                                                                                                                                                                                                                                                                

Qualifications

To perform this job successfully, an individual must be able to perform each essential duty satisfactorily. The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

Preferred Education and Experience

• Bachelor’s degree in accounting, Finance, Business Administration, or Corporate Communications is preferred


• Minimum of 3 years of relevant experience in investor relations, financial services, legal, accounting, or related regulated industries


• Proven success in fundraising support and investor account administration, with a demonstrable track record of results

Other

• Exceptional verbal and written communication skills with a strong client-service orientation


• Strong organizational skills with the ability to manage multiple priorities and meet deadlines


• Precise attention to detail and commitment to accuracy in all deliverables


• Strategic problem-solving skills: ability to ask diagnostic questions and identify value-add opportunities


• High integrity and ethical standards; aligned with Griffis Residential’s core values


• Strong initiative and self-motivation; thrives in a fast-paced, dynamic environment


• Proficiency in Microsoft Office Suite, especially Excel; experience with CRM systems is required


• Demonstrated commitment to valuing diversity and contributing to an inclusive work environment

Note: This job description is not intended to be an exhaustive list of all duties, responsibilities, or qualifications associated with the position.

Perks/Benefits:

At GR we recognize that exceptional people need exceptional rewards. Beyond our competitive total compensation packages, your schedule at GR will provide you with a quality of life that is difficult to achieve within hospitality or hotel roles. Additionally, our benefits package reflects our respect for workplace contributions, professional goals and personal priorities.

Griffis Residential offers the following benefits to full time Associates:

• 11 paid holidays per year including floating holidays


• Up to 16 hours of volunteer time off


• Minimum of 120 hours (3 weeks) of paid time off (PTO) accrual starting immediately for new hires


• Medical insurance program options


• Dental insurance


• Vision insurance


• Flexible Spending Accounts and Health Savings Accounts


• Company paid Basic Life/AD&D insurance for Associate  (1x your annual base earnings up to a maximum of $350,000)


• Voluntary Life/AD&D insurance for Associate, spouse, and children


• Company paid short and long term disability program


• Group accident insurance, critical illness insurance, hospital care plan


• Employee Assistance Program (EAP)


• Paid New Parent Leave (up to 6 weeks of 100% wage replacement for primary caregivers and 2 weeks 100% wage replacement for secondary caregiver)


• Generous tuition reimbursement up to $5,250 per year


• Associate Referral Award Program of $1,000


• PTO Donation Program


• PTO Exchange for Student Loan Repayment Program


• Wellness Program including reimbursement for fitness and mindfulness memberships/subscriptions


• Associate discount program for travel, hotels, cell phones, pet insurance, and everyday items


• Associate Recognition Programs


• Griffis Residential 401K Retirement Savings Plan with company match


• Onsite Associate Bonus Program


• Corporate Associate Bonus Program


• Rental Discount of 20%-50%

Job Post End Date: 7/15/2025

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