Investor Relations Marketing Analyst

JOB TITLE: Investor Relations Marketing Analyst/ Associate

FUNCTION: Investor Relations and New Business Development

REPORTS TO: CEO

LOCATION: Fort Lauderdale, FL

Company Overview

PTM Partners (“PTM”), founded in 2018, is a privately held real estate developer and investment manager. PTM launched its first Opportunity Zone Fund, PTM Partners Opportunity Zone Fund I, LP in 2018 and raised approximately $100MM, currently invested across four qualified opportunity zone developments in Florida and Washington, D.C. The firm closed its second fund, PTM Partners Opportunity Zone Fund II, LP in 2021 and raised approximately $150MM for similar qualified opportunity zone developments. There are currently more than $2.0 billion worth of real estate investments and developments in the collective Fund portfolios.

PTM is a fast-paced, growth-oriented company with roughly 3,000 multifamily units, 160 hotel keys, and more than 100,000 SF of commercial space owned or in development. PTM’s investment philosophy is to follow demographic trends and public infrastructure investment to make real estate investment decisions focused on attractive risk-adjusted returns. While PTM will invest across all property types and geographies, both Opportunity Zone and non-Opportunity Zone, the primary focus has been on multifamily, hotels and industrial along the East Coast, particularly in the Mid-Atlantic and Southeast. PTM Partners is headquartered in South Florida and has a second office in Bethesda, MD. To learn more about PTM and its existing projects, visit https://www.ptmpartners.com/.

Position Description

Investor Relations Marketing Analyst/ Associate

To assist senior management and executives to build market position by locating, developing, defining, and closing business relationships. This includes preparing and managing investor presentations, managing the firm’s internal CRM software, speaking with current and prospective capital partners and investors, and spearheading all corporate marketing efforts.

To research potential strategies and screen potential new investments by researching real estate markets, submarkets, and asset classes that can lead to developing new business lines and/or development projects. Traveling to and meeting with potential partners and investors is a key component in this role.

Responsibilities

Communication

• Respond to investor inquiries and requests for information in a timely and professional manner.
• Support all marketing and communications with the investment community regarding the company’s business model, operating results, and business strategy

Presentations

• Support all marketing efforts —including preparation of quarterly newsletters, quarterly and annual financial statement releases, conference call scripts, Q&A documents, investor presentations, and other associated materials;
• Conduct ongoing market and competitor research, including keeping track of investment vehicles, strategy and performance of peers
• Work across functions to obtain and synthesize information from the respective teams in order to prepare materials and respond to ad hoc requests

Client Relationship Management

• Maintain accurate and up-to-date investor records, including contact information, investment details, and communication logs.
• Advise on and support all aspects of investor marketing, including core processes to build and maintain our investor database and CRM
• Track activities and investor pipeline
• Coordinate investor, prospect, and consultant calls and meetings
• Ensure the timely delivery of investor requests, potential investor requests, and marketing materials

Qualifications

The Responsibilities:

• Ability to effectively multitask and prioritize
• Demonstrated interest in real estate investment and development
• High EQ and presentation skills
• Bachelor’s degree from an accredited college/university with strong academic performance
• Attention to detail
• Strong interpersonal skills
• Minimum 2 years marketing experience
• Strong written/verbal communication skills
• Willingness to travel up to thirty percent (30%) of the time
• Advanced proficiency in Microsoft PowerPoint, Excel, Word and Outlook

Compensation

• Compensation is competitive + discretionary performance-based annual bonus

Benefits & Perks:

• EAP
• Paid maternity & paternity leave
• Paid Time off
• Collaborative work environment
• Electronic Stipend
• Commuter benefits
• Comprehensive benefits package including Medical, Dental, Vision & Supplemental Voluntary Insurance Plans

Application Instructions

• Please submit your resume and a brief introductory email stating your interest and qualifications to [email protected]