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Investor Relationship Manager (Manila, Philippines)

Lhoopa Pasig City, Philippines
Mise en ligne il y a 8 jours Au Bureau CDI Pay is flexible and based on qualifications.

Investor Relationship Manager (Manila, Philippines)

Lhoopa Pasig City, Philippines

Lhoopa has delivered more than 7,000 homes to over 32,000 Filipinos through a decentralized network of contractors, brokers, and field agents. Behind that network is a growing base of investors — institutional funders, development finance institutions, family offices, and impact-aligned capital partners — whose continued confidence in Lhoopa is a direct driver of expansion.

As Investor Relationship Manager, you own the post-commitment investor experience end to end. You are the primary point of contact for assigned investor accounts, responsible for maintaining trust, ensuring clear and timely communication, and delivering a consistently high-quality investor experience across the full investment lifecycle — from onboarding through ongoing engagement to follow-on capital discussions.

You work cross-functionally with Finance, Legal, and Operations to coordinate investor materials, reporting, and follow-through. You bring structure, responsiveness, and a professional presence capable of engaging confidently with senior institutional counterparts.

Key Responsibilities

Investor Relationship Management
  1. Serve as the primary relationship owner for assigned investor accounts across the full investment lifecycle.
  2. Act as the first point of contact for investor questions, requests, escalations, and follow-ups.
  3. Build trusted, long-term relationships through consistent, proactive, and high-quality communication.
  4. Manage investor onboarding, ensuring smooth account setup, documentation, and initial engagement.
  5. Anticipate investor needs and address concerns before they escalate.

Investor Reporting and Communications
  1. Coordinate and deliver recurring investor updates, performance reports, and dashboards on schedule.
  2. Ensure accuracy, consistency, and clarity in all investor-facing materials and communications.
  3. Translate complex financial and operational data into accessible, investor ready narratives.
  4. Maintain organized and up-to-date investor data rooms and documentation libraries.

Fundraising and Due Diligence Support
  1. Support ongoing and follow-on capital raises by coordinating investor materials, Q&A processes, and data requests.
  2. Manage investor Q&A during due diligence, ensuring accurate, well structured, and timely responses.
  3. Coordinate with Legal and Finance to maintain audit-ready documentation and compliance with investor commitments.

Internal Coordination and Follow-Through
  1. Work cross-functionally with Finance, Operations, and Legal to gather inputs for investor materials and reporting.
  2. Track and close all open investor requests, data room items, and ad-hoc analyses — nothing falls through the cracks.
  3. Ensure full follow-through on commitments made to investors.
  4. Identify recurring investor questions and proactively improve reporting processes to reduce friction over time.

Process and Account Management
  1. Maintain structured records of all investor interactions, requests, and key discussion points in the CRM.
  2. Continuously improve investor communication templates, reporting processes, and documentation standards.
  3. Monitor investor satisfaction and flag risks or concerns to leadership in a timely manner.

Qualifications

  1. 4 to 7 years of experience in investor relations, account management, client coverage, or wealth and asset management, with strong client-facing exposure.
  2. Demonstrated ability to manage senior stakeholder relationships with professionalism and responsiveness.
  3. Strong written and verbal communication skills — able to explain complex financial and strategic topics clearly and confidently.
  4. Solid analytical foundation and comfort working with financial data, performance metrics, and reporting dashboards.
  5. Highly organized and detail-oriented, with a track record of structured followthrough on multiple concurrent accounts.
  6. Proficiency in PowerPoint / Google Slides and Excel / Google Sheets; familiarity with data room tools (e.g., Notion, Google Drive, Datasite) is a plus.
  7. Experience in real estate, proptech, private equity, or impact investing is a strong advantage.
  8. Bachelor’s degree in Finance, Business, Economics, or a related field.

Plus d'offres de Lhoopa
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