Woodbury Corporation is a locally headquartered firm with over a century of excellence, founded in 1919. We have cultivated a remarkable legacy built on our core principle of "integrity over income." As one of the oldest and most-respected real estate development companies in the intermountain west, we manage an impressive portfolio of over 17 million square feet encompassing hundreds of residential and commercial assets across multiple states. Our long-standing reputation for ethical business practices and innovative development solutions has positioned us as a leader in the regional real estate market. Join us as we continue our growth trajectory while maintaining the values that have defined us for over 100 years. Learn more about our company culture and portfolio at www.woodburycorp.com

 

POSITION SUMMARY

The Fundraising Executive Assistant provides high-level administrative and operational support to Woodbury Corporation's investor relations and capital raising activities. This role serves as a key liaison between investors, potential investors, financial partners, executives, and internal teams while managing the day-to-day coordination of investor communications, capital raising initiatives, and investor engagement activities. The ideal candidate will demonstrate exceptional organizational skills, discretion with confidential financial information, and a commitment to maintaining strong investor relationships.

 

ESSENTIAL DUTIES AND RESPONSIBILITIES

• Calling investors to arrange meetings for executives

• Maintain accurate investor records and investment tracking in CRM/investor database system

• Prepare investor communications, updates, and correspondence

• Track capital commitments, investments, and investor engagement activities

• Generate investor reports, portfolio updates, and analytics for leadership review

• Coordinate investor recognition and maintain communication timelines

• Manage distribution of quarterly reports, K-1s, and other investor documents

 

Executive & Administrative Support

• Manage complex calendars, schedule investor meetings, and coordinate travel arrangements for investor relations executives

• Prepare meeting agendas, investment materials, and follow-up action items

• Draft and edit correspondence, presentations, investment memos, and offering materials

• Handle confidential financial and investor information with discretion and professionalism

• Screen and prioritize incoming investor communications and requests

• Maintain organized filing systems for investor agreements, subscription documents, and compliance records

 

Capital Raising & Project Support

• Assist with capital raising initiatives, private placements, and investment offering development

• Coordinate investor communications and marketing materials

• Maintain investment memorandums, offering documents, and performance reports

• Support compliance requirements and regulatory filings

• Track capital raising progress and prepare status updates for leadership

• Assist with preparation of investor presentations and pitch materials

 

Board & Investor Committee Liaison

• Provide administrative support for investment committee meetings

• Prepare board materials, meeting packets, and investment performance reports

• Coordinate board members and investor engagement and communication

• Maintain records of board investment activities and capital commitments

• Distribute meeting minutes and track action items

 

QUALIFICATIONS

Education & Experience

• Bachelor’s degree in business, Finance, Communications, or related field preferred or equivalent combination of education and experience

• 3-5 years of administrative experience, preferably in investor relations, private equity, real estate finance, or financial services

• Experience with CRM systems and investor database management preferred

• Real estate investment or property management industry experience highly desirable

Knowledge, Skills & Abilities

• Exceptional organizational skills with strong attention to detail and accuracy

• Excellent written and verbal communication skills with ability to interact with high-net-worth individuals

• Advanced proficiency in Microsoft Office Suite (Word, Excel, PowerPoint, Outlook)

• Ability to manage multiple priorities and deadlines in a fast-paced environment

• Strong interpersonal skills and ability to interact professionally with investors and stakeholders

• Discretion and sound judgment when handling confidential financial and investor information

• Self-motivated with ability to work independently and as part of a team

• Professional demeanor and commitment to excellent customer service

• Understanding of investor relations principles and capital markets

• Familiarity with securities regulations and compliance requirements preferred

• Ability to read and understand financial statements and investment documents helpful

 

PHYSICAL REQUIREMENTS & WORK ENVIRONMENT

• Office environment with standard office equipment

• Ability to sit for extended periods and work at a computer

• Occasional evening or weekend hours for investor events or meetings

• May require occasional travel to property sites, investor meetings, or conferences

 

COMPENSATION & BENEFITS

Woodbury Corporation offers a competitive compensation package including:

• Competitive salary commensurate with experience

• Comprehensive health, dental, and vision insurance

• 401(k) retirement plan with company match

• Paid time off and holidays

• Professional development opportunities

• Employee wellness programs

 

EQUAL OPPORTUNITY EMPLOYER

Woodbury Corporation is an equal opportunity employer committed to creating a diverse and inclusive workplace. We do not discriminate on the basis of race, color, religion, sex, sexual orientation, gender identity, national origin, age, disability, veteran status, or any other legally protected characteristic.

 

TO APPLY

Interested candidates should submit a resume and cover letter.

 

This job description is intended to describe the general nature and level of work being performed. It is not an exhaustive list of all responsibilities, duties, and skills required. Woodbury Corporation reserves the right to modify, add, or remove duties as necessary.

 

Date Created: January 2026