Posting Duration: This posting will close at the end of December and will only be extended if we need to see more candidates to fill the position.

Position Summary: This role is integral in executing a multifaceted investor relations strategy, foundational tactics, and an overall roadmap. Reporting to the Head of Investor Relations and working closely with Forum Leadership and Business Development/Investor Relations teams, you will ensure that Forum’s universe is appropriately aligned with Investors and stakeholders. We are looking for you to start to form meaningful, genuine and sustainable relationships with each of our Investors that honor their individual preferences and needs while remaining committed to our platform. We are looking to build Forum as a significant and trusted player in real estate investment / asset management sphere, and this role will need to drive a long-term strategy with our current and prospective Investors to ensure we have the resources needed to execute on the company’s long-term vision.

Essential Functions:

• Exceptional interpersonal and strong relationship management skills anchored by a love for creating a personalized Investor experience is paramount – an ability to make every Investor feel special.
• Strong written and verbal communication skills with a clear ability to effectively collaborate with other departments and professionals – inside and outside the organization.
• Extremely detail-oriented, with a desire to deliver exceptional experiences and quality work.
• Ability to verbally and digitally interact at a high level with technical Investors around investment products.
• Knowledge of and ability to anticipate and proactively address the needs of Investors based on past Investor-facing experiences.
• Working knowledge of SEC compliance requirements related to public and private investment offerings.
• Knowledge of and experience in financial services required.

Skills, Qualifications, Additional Responsibilities:

• Prior experience in an Investor-facing role.
• Experience in direct real estate investments is strongly preferred.
• Experience with investment funds and debt products a plus.
• Highly self-motivated with a proactive, entrepreneurial mindset – and an ability to thrive in a relatively unstructured, but goal-oriented professional environment.
• Able to thrive in a high-velocity workplace, with a demonstrated ability to prioritize workload in a fast-paced environment.
• Other duties as needed or required.

Education & Technical Skills Required

• Bachelor’s degree in business or finance-related field; or equivalent prior work experience.
• Minimum 5+ years previous Investor Relations experience.
• Series 7 and 63 license required.
• Advanced proficiency processing subscription documents for private placements.
• Advanced proficiency in Juniper Square; working knowledge of HubSpot.
• Advanced proficiency in Microsoft Suite: Word, PowerPoint, Excel.

Supervisory Responsibilities: None at this time

Competencies: To perform this job successfully, the individual should demonstrate the following competencies:

1. Customer Service: Displays courtesy and sensitivity; manages difficult or emotional customer situations; meets commitments; responds promptly to customer needs; solicits customer feedback to improve service.
2. Achievement Focus: Demonstrates persistence and overcomes obstacles; measures self against standard of excellence; recognizes and acts on good opportunities; sets and achieves challenging goals; takes calculated risks to accomplish goals.
3. Communications: Exhibits good listening and comprehension; expresses ideas and thoughts well in written form; expresses ideas and thoughts well verbally; keeps others adequately informed; selects and uses appropriate communication methods.
4. Business Acumen: Understands business implications of decisions; displays orientation to profitability; demonstrates knowledge of market and competition; aligns work with strategic goals.
5. Quality: Demonstrates accuracy and thoroughness; looks for ways to improve quality; applies feedback to improve performance; monitors own work to ensure quality.
6. Judgment: Displays willingness to make decisions; exhibits sound and accurate judgment; includes appropriate people in decision-making process; makes timely decisions; supports and explains reasons for decisions.
7. Teamwork: Balances team and individual responsibilities; Contributes to building a positive team spirit; Exhibits objectivity and openness to others’ views; Gives and welcomes feedback; Puts success of team above own interests
8. Cooperation: Displays positive outlook and pleasant manner; establishes and maintains effective relations; exhibits tact and consideration; offers assistance and support to co-workers; works actively to resolve conflicts; works cooperatively in group situations.
9. Problem-Solving: Develops alternative solutions; gathers and analyzes information skillfully; identifies problems in a timely manner; resolves problems in early stages; works well in group problem-solving situations.
10. Analytical: Collects and researches data; designs workflows and procedures; identifies data relationships and dependencies; synthesizes complex or diverse information; uses intuition and experience to complement data.

In addition to the above job-specific competencies, all Forum employees are expected to demonstrate these Forum Core Competencies:

1. Adaptability: Accepts criticism and feedback; accustomed to a culture of rapid and constant change and easily adjusts to changing priorities and conditions; manages competing demands.
2. Innovation: Develops innovative approaches and ideas; displays original thinking and creativity; generates suggestions for improving work; meets challenges with resourcefulness.
3. Collaboration: Recognizes and cultivates strong interpersonal relationships and cross-functional collaborations; generates value and uses motivation to influence and create change; seeks not to control but to inspire; facilitates dissemination and sharing of knowledge and information.
4. Accountable: Keeps and follows-through on commitments; readily takes ownership of achieving results by exhibiting responsibility and initiative; displays open, proactive communication that builds trust.
5. Initiative: Asks for help when needed; looks for and takes advantage of opportunities; seeks increased responsibilities; takes independent actions and calculated risks; undertakes self-development activities; volunteers readily.
6. Respectful: Displays integrity and honesty; maintains professional demeanor and composure in tense situations; exhibits fairs and generous behavior; readily owns up to mistakes and admits when wrong; strives to “get it right”; displays loyalty even when tough to do so.

Forum Values:

• Blaze the Future (Entrepreneurial): Take initiative. Push what’s possible. Own your path but stay nimble. Embrace change and always challenge the status quo.
• Make it Better Together (Collaborative): Go all in.  Get Messy. Welcome new ideas and share yours freely. Be a sponge. Bump heads. Talk it out. Listen. Learn. Repeat.
• Stay Open (Vulnerable): Have the courage to make yourself vulnerable. Communicate honestly and respectfully. Share mistakes and trust one another.
• Dare to be clear (Clarity): Certainty is impossible, but clarity is essential. Eliminate the noise and focus your strategy to achieve something better, something great.

Physical Demands:

The physical demands described here are representative of those that must be met by an employee to successfully perform the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.

While performing the duties of this Job, the employee is occasionally required to stand; walk; sit; use hands to finger, handle, or feel; reach with hands and arms; stoop, kneel, crouch, or crawl and talk or hear. The employee must occasionally lift and/or move up to 25 pounds.  Specific vision abilities required by this job include close vision.

Work Environment: 

The work environment 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.

The noise level in the work environment is usually moderate.

Compensation Information:  Base salary range is $120,000 to $145,000. This range is estimated for this role; actual pay may be different.

Benefits for full-time employees include medical, dental, vision, life insurance, long-term and short-term disability insurance, employee assistance program, Health Savings Accounts, Flexible Spending Accounts, 401(k) with company match program, 12 paid company holidays, self-managed PTO, anniversary milestone program/awards, gift matching program.