DLP Capital
Senior Director of Funds and Investor Relations
DLP Capital, Orlando, Florida, us, 32885
The
Senior Director of Funds and Investor Relations
is responsible for leading Operations & Investor experience across DLP Funds. This requires driving internal execution, collaboration, empowerment, and clear ownership. Embracing the annual theme of "We are For You." Extraordinary results will come from having extraordinary team members who are focused on delivering wow to our investors and clients. This role is a leader of the investor-facing functions of DLP Capital, including investor relations and investor experience. This leader, drives the acceleration of the DLP Capital flywheel and drives ownership and accountability in the investor relations team.
What you have already achieved: (Requirements)
7-10 years preferred in Investor Relations experience within private equity or fund management.
Experience working with asset managers, family offices, and financial institutions
Strong communication, problem solving, and client service skills
Resourceful and collaborative with ability to leverage resources across the function
Sharp, confident multi-tasker who is flexible, proactive and adapts quickly in a fast-paced environment.
CRM and database management; preferably experience with HubSpot
Team-oriented with excellent collaboration skills, high emotional intelligence, and the ability to autonomously lead teams.
Demonstrated ability to manage multiple complex projects effectively, showcasing strong project management skills and monitoring capabilities.
Bachelor's degree from a 4-year college or university.
What you are great at: (Responsibilities)
Become expert in EES
Lead implementation and improvement of all investor relations processes, including for investor prospecting, onboarding, reporting and alignment
Lead tech stack utilization
Serve as business unit partner for marketing team
Protect the organization from internal and external threats and risks
Define, manage and implement the investor journey, focusing on delivering an outstanding and personalized investor experience
Implement data tracking across the investor relations department, including CRM tracking, pipeline activity, capital raising and team activity tracking
Put in place and monitor all ISM and ISA activity (calls, conversions, successes) and build out automatic reporting through technology
Oversee and drive investor reporting, including quarterly fund reports, monthly lending fund reports, annual fund reports; quarterly fund presentation (webinars), and asset level summaries and quarterly updates
Lead hiring and overall talent plan in partnership with people department
Lead development and full implementation of Sales Enablement tools
Lead ongoing training of the investor relationship team
Lead the development & implementation & ongoing compliance of our servicing guidelines- Alignment meetings and communication standards with each investor
Present Data w/ analysis & solutions to President/CEO consistently
Lead Project management
Monthly Presentation to CEO on Business Performance
What You’re Motivated By:
Making an impact. Whether it's the residents who call our Thriving Communities home, the investors who trust us to be stewards of their capital, or the sponsors we work with to 10x their business, everything we do is about making an impact.
Challenges. You see roadblocks as opportunities and are proactive in finding solutions.
Growth. We’ve been named to the Inc. 5000 as one of the Fastest-Growing Private Companies in America for eleven consecutive years.
Who We Are
What We Do In One Sentence:
We finance the building of Thriving Communities.
Our Mission:
We are changing the nation through the building of Thriving Communities. We are the leader in funding the building of Thriving Communities centered in safe, attainable housing.
Our Purpose:
To passionately make an extraordinary impact by transforming lives and building Thriving Communities.
Our Big, Hairy, Audacious Goal (BHAG):
To positively impact and transform 10 million lives by funding the building of 5,000 Thriving Communities, becoming one of America’s 100 largest private companies.
Our Culture:
We work hard, marching towards ambitious goals driven by a purpose that’s bigger than ourselves.
We are impact-driven, seeking to make a difference not just on the affordable housing crisis but also in the lives of our employees, investors, and partners.
We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.
We strive to Live Fully, finding fulfillment in all areas of our lives.
Our Core Values:
Driven For Greatness
:
We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally.
Living Fully
:
We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance. . We are intentional with our time, integrating the 8fs of our life to achieve our goals & God’s goals.
Grit
:
We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals.
Community
:
We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues.
Authenticity
:
We are true to ourselves and others, steadfast in our beliefs and values. We hold ourselves and others accountable, fostering open dialogue to propel growth.
Prepared to Win
:
We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment doing the important proactive work despite the urgent priorities we face each day. We plan to win, and are prepared for volatility and challenges.
Kingdom Impact
:
We share God's love and transformative power through our labor, serving everyone in God’s likeness. The world will know God more through our work and how we do it.
Twenty-Mile March
:
We march towards clear, well-defined goals and objectives with unwavering focus, constantly evaluating our performance and course correcting as needed.
Stewardship
:
We are guided by our commitments to those who trust us with their capital, their communities, and their careers .
Servant Leadership
:
We lead with high standards & deep devotion. We display as humble confidence as we build deep relationships and trust. We show the way through the forest, empowering growth, accountability, and a founder’s mentality, with team members regularly asking “What else can I do to achieve the desired results?”
Benefits and Perks:
Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.
Equal Opportunity Employer:
DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at
hr@dlpcapital.com
. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including
E-Verify
). California applicants can view our California Data Privacy Policy
here
.
#J-18808-Ljbffr
Senior Director of Funds and Investor Relations
is responsible for leading Operations & Investor experience across DLP Funds. This requires driving internal execution, collaboration, empowerment, and clear ownership. Embracing the annual theme of "We are For You." Extraordinary results will come from having extraordinary team members who are focused on delivering wow to our investors and clients. This role is a leader of the investor-facing functions of DLP Capital, including investor relations and investor experience. This leader, drives the acceleration of the DLP Capital flywheel and drives ownership and accountability in the investor relations team.
What you have already achieved: (Requirements)
7-10 years preferred in Investor Relations experience within private equity or fund management.
Experience working with asset managers, family offices, and financial institutions
Strong communication, problem solving, and client service skills
Resourceful and collaborative with ability to leverage resources across the function
Sharp, confident multi-tasker who is flexible, proactive and adapts quickly in a fast-paced environment.
CRM and database management; preferably experience with HubSpot
Team-oriented with excellent collaboration skills, high emotional intelligence, and the ability to autonomously lead teams.
Demonstrated ability to manage multiple complex projects effectively, showcasing strong project management skills and monitoring capabilities.
Bachelor's degree from a 4-year college or university.
What you are great at: (Responsibilities)
Become expert in EES
Lead implementation and improvement of all investor relations processes, including for investor prospecting, onboarding, reporting and alignment
Lead tech stack utilization
Serve as business unit partner for marketing team
Protect the organization from internal and external threats and risks
Define, manage and implement the investor journey, focusing on delivering an outstanding and personalized investor experience
Implement data tracking across the investor relations department, including CRM tracking, pipeline activity, capital raising and team activity tracking
Put in place and monitor all ISM and ISA activity (calls, conversions, successes) and build out automatic reporting through technology
Oversee and drive investor reporting, including quarterly fund reports, monthly lending fund reports, annual fund reports; quarterly fund presentation (webinars), and asset level summaries and quarterly updates
Lead hiring and overall talent plan in partnership with people department
Lead development and full implementation of Sales Enablement tools
Lead ongoing training of the investor relationship team
Lead the development & implementation & ongoing compliance of our servicing guidelines- Alignment meetings and communication standards with each investor
Present Data w/ analysis & solutions to President/CEO consistently
Lead Project management
Monthly Presentation to CEO on Business Performance
What You’re Motivated By:
Making an impact. Whether it's the residents who call our Thriving Communities home, the investors who trust us to be stewards of their capital, or the sponsors we work with to 10x their business, everything we do is about making an impact.
Challenges. You see roadblocks as opportunities and are proactive in finding solutions.
Growth. We’ve been named to the Inc. 5000 as one of the Fastest-Growing Private Companies in America for eleven consecutive years.
Who We Are
What We Do In One Sentence:
We finance the building of Thriving Communities.
Our Mission:
We are changing the nation through the building of Thriving Communities. We are the leader in funding the building of Thriving Communities centered in safe, attainable housing.
Our Purpose:
To passionately make an extraordinary impact by transforming lives and building Thriving Communities.
Our Big, Hairy, Audacious Goal (BHAG):
To positively impact and transform 10 million lives by funding the building of 5,000 Thriving Communities, becoming one of America’s 100 largest private companies.
Our Culture:
We work hard, marching towards ambitious goals driven by a purpose that’s bigger than ourselves.
We are impact-driven, seeking to make a difference not just on the affordable housing crisis but also in the lives of our employees, investors, and partners.
We are disciplined, following our exclusive Elite Execution System to develop personally and professionally.
We strive to Live Fully, finding fulfillment in all areas of our lives.
Our Core Values:
Driven For Greatness
:
We are driven by the pursuit of knowledge and the paramount importance of a growth mindset, cultivating greatness both personally and professionally.
Living Fully
:
We prioritize living fully with a dedication to achieving optimal health in all aspects of life: faith, family, friends, freedom, fun , fulfillment, fitness, and finance. . We are intentional with our time, integrating the 8fs of our life to achieve our goals & God’s goals.
Grit
:
We have the endurance and unshakable commitment necessary to achieve our visionary long-term goals.
Community
:
We elevate the greater good over individual interests, magnifying our impact and cultivating thriving relationships with investors, sponsors, residents, and our colleagues.
Authenticity
:
We are true to ourselves and others, steadfast in our beliefs and values. We hold ourselves and others accountable, fostering open dialogue to propel growth.
Prepared to Win
:
We apply discipline to our thoughts and our actions, which leads us to put forth consistent effort and commitment doing the important proactive work despite the urgent priorities we face each day. We plan to win, and are prepared for volatility and challenges.
Kingdom Impact
:
We share God's love and transformative power through our labor, serving everyone in God’s likeness. The world will know God more through our work and how we do it.
Twenty-Mile March
:
We march towards clear, well-defined goals and objectives with unwavering focus, constantly evaluating our performance and course correcting as needed.
Stewardship
:
We are guided by our commitments to those who trust us with their capital, their communities, and their careers .
Servant Leadership
:
We lead with high standards & deep devotion. We display as humble confidence as we build deep relationships and trust. We show the way through the forest, empowering growth, accountability, and a founder’s mentality, with team members regularly asking “What else can I do to achieve the desired results?”
Benefits and Perks:
Unlimited PTO, health/dental/vision/life insurance, 401(k) matching, learning/educational incentives, Volunteer Time Off, well-being programs, company events, self improvement/productivity tools, & the incredible feeling of making a difference.
Equal Opportunity Employer:
DLP is a committed Equal Opportunity Employer. If you are a qualified individual with a disability and require assistance in searching for a position or submitting an application, please contact HR at
hr@dlpcapital.com
. Offers of employment are conditional upon satisfactory completion of pre-employment background verification (including
E-Verify
). California applicants can view our California Data Privacy Policy
here
.
#J-18808-Ljbffr