Investor Relations Manager
About the role
The Investor Relations Manager supports the organization's capitalization efforts by managing investor relationships, coordinating stewardship activities, maintaining investment records and reporting systems, and advancing efforts to attract and retain investors. This position serves as a key point of contact for individual and institutional investors and works closely with members of the Philanthropy, Finance, and Marketing & Communications teams to ensure a positive investor experience as evidenced by seamless onboarding and high renewal rates. As a member of the Philanthropy team, the Investor Relations Manager manages an assigned portfolio of investor relationships and helps coordinate engagement activities across the organization.
Responsibilities
Develop and strengthen relationships with current and prospective investors to attract new investments and increase investment renewals.
Own the onboarding process for new investors, ensuring a positive and seamless experience.
Conduct investor meetings, presentations, and outreach efforts, maintain knowledge of organizational programs to connect investors with impact opportunities.
Collaborate with members of the Philanthropy Team to develop individualized engagement strategies for major investors and donors.
Serve as an ambassador for the Community Loan Fund in the community.
Support high-value engagement opportunities as needed.
Work with other members of the Philanthropy and Finance teams to ensure accurate processing of investment documents, interest payments, and investor transactions including renewals and repayments.
Maintain a high degree of data integrity of investor and investment records in the Community Loan Fund’s CRM, and optimize systems and procedures for utilizing that data to improve efficiency and the investor experience.
Ensure compliance with organizational policies and regulatory requirements.
Monitor investor activity and portfolio information.
Coordinate monthly, quarterly, and annual reporting related to the Investments program.
Provide updates and due diligence requests for investors as needed.
Provide investment updates and portfolio analysis to leadership and internal teams.
Support fundraising and philanthropic initiatives across departments.
Participate in organizational planning and team meetings.
Aid in investor and donor events.
Track goals, outcomes, and engagement activities to support strategic decision-making.
Perform other duties as assigned.
Qualifications and Characteristics
Experience working with high-net-worth individuals, institutional investors, donors, or financial professionals.
Understanding of financial services products, investment practices, or community development finance is preferred.
Demonstrated experience with customer relations management (CRM) strategies and systems; Salesforce experience preferred.
Knowledge of research, prospect identification, cultivation, solicitation, stewardship, and relationship-management practices.
Demonstrated success working in a collaborative, team-oriented environment.
Strong proficiency with Microsoft 365 applications including Word, Excel, Outlook, Teams, and OneNote and virtual communications platforms like Zoom.
Excellent interpersonal, verbal, and written communication skills.
Strong listening, critical-thinking, and analytical skills, with the ability to interpret data and contracts.
Highly organized and able to manage multiple priorities in a fast-paced environment.
Self-motivated with exceptional attention to detail and a proactive approach to problem-solving.
Comfortable working within a growing organization committed to a growth mindset and continuous improvement.
Ability to build trust and cultivate meaningful relationships with investors, donors, community partners, and colleagues.
Ability to effectively represent the Community Loan Fund through public speaking, presentations, networking, and community engagement activities.
Physical Demands
The physical demands described herein are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodation may be made to enable individuals with disabilities to perform essential functions. While performing the duties of this job, the employee will be in an environment with a noise level that is usually moderate.
About New Hampshire Community Loan Fund
We believe in a Neighbors-Investing-in-Neighbors philosophy. Since 1983, we have provided people and communities with loans, coaching, and guidance that enables them to become economically secure. From helping people purchase manufactured homes, to strengthening small businesses and nonprofits, and supporting entire towns as they work to secure financing, our services support the security and growth of people and communities. We focus on four areas of community development finance: Affordable Homeownership, Small Businesses & Nonprofits, Small Towns & Municipalities, Energy Efficiency Solutions.
To Apply
If the description above is a good fit for your skills, abilities, and interests, we would love to hear from you! Please email us a resume with a cover letter to careers@communityloanfund.org with subject line of “Investor Relations Manager”. New Hampshire Community Loan Fund adheres to policies, procedures, and regulatory guidelines, including fair lending and ethical behavior. We are an Equal Opportunity Employer. No phone calls, please.