Associate, Investor Relations

About the Role

This role exists to make Rex's investor experience feel as institutional-grade as its underwriting, from the first wire to the tenth year of partnership. You will own the full lifecycle of investor stewardship: onboarding, communications, and community, ensuring no LP ever wonders where their capital stands or what Rex is doing with it. You will sit at the center of capital formation and portfolio operations, translating deal activity, fund performance, and platform milestones into a steady cadence of clear, credible communication. You will be the person new investors meet first and the person existing investors trust most, building the systems and rhythms that let high-touch service scale without losing its warmth. You will also be the connective tissue between CRM, AI-driven tooling, and human relationship management, using technology to personalize and scale outreach as the LP base grows, while never letting automation feel like distance. This is a hands-on, detail-obsessed role for someone who treats investor trust as sacred and precision as non-negotiable.

Responsibilities

• Own investor onboarding end to end, from capital commitment through wire clearance and funding confirmation, managing subscription documents and e-signature platforms (e.g., DocuSign or similar) to ensure a smooth, error-free start for every new LP.
• Guide new investors through their first year on the platform, building a structured, high-touch introduction to Rex's people, products, and community.
• Lead the delivery of the recurring investor communications cadence, including weekly insights, monthly updates, and quarterly reports, maintaining institutional-grade transparency and consistency.
• Coordinate and help execute investor-facing livestreams and the annual investor summit, managing production logistics (streaming platforms such as Zoom or Riverside, event coordination) alongside Peter Rex and senior leadership.
• Maintain accurate, up-to-date investor records and activity in the CRM, ensuring every touchpoint is tracked and every relationship has full context.
• Leverage AI-driven tools, including Claude, to personalize and scale communications as the LP base grows, without sacrificing warmth or authenticity.
• Build and nurture a genuine investor community that drives reinvestment, referrals, and long-term engagement with the Rex platform.
• Translate complex financial, fund, and deal-level information into clear, compelling narratives for a sophisticated but non-institutional investor audience.
• Partner closely with capital formation, fund accounting, and asset management, staying fluent in fund administration and reporting systems (e.g., Yardi, Juniper Square, or similar) to ensure investor communications reflect accurate, current information.
• Identify friction points in the investor experience and continuously improve onboarding, reporting, and engagement processes.
• Serve as a trusted point of contact for LP questions, requests, and relationship needs, embodying Rex's stewardship ethos in every interaction.

Requirements

• Bachelor's degree in finance, business, communications, or a related field preferred.
• 3+ years of experience in investor relations, capital markets, wealth management or family office client service, fund administration, or high-touch client success within financial services, ideally with exposure to real estate or private equity.
• Demonstrated ability to manage relationships and communications with precision, consistency, and care under a recurring operational cadence.
• Digitally native and AI-fluent, with genuine comfort using CRM platforms and AI tools such as Claude or ChatGPT to scale high-touch experiences.
• Strong written and verbal communication skills, with the ability to translate complex financial and strategic information into clear, compelling narratives for a sophisticated investor audience.
• Highly organized, detail-obsessed, and comfortable owning operational processes (wires, funding confirmations, subscription docs, reporting deadlines) where accuracy is non-negotiable.
• Experience with investor CRM or IR platforms preferred (e.g., InvestNext, SyndicationPro, or similar); familiarity with fund administration systems such as Yardi or Juniper Square a plus.
• Comfortable coordinating livestream and event production tools (e.g., Zoom, Riverside, or similar) for investor-facing broadcasts and summits.
• Program-oriented mindset: able to execute flawlessly against a fixed cadence of deliverables while still bringing warmth and personal touch to each interaction.
• Comfortable working cross-functionally with capital formation, fund accounting, and asset management to keep investor-facing information accurate and current.
• Genuine relationship-builder who sees investor trust as a long-term asset to be earned and protected, not a transaction to be closed.
• Deeply aligned with Rex's mission to catalyze human flourishing through stewardship.

Benefits

• Comprehensive health, dental, and vision insurance
• 401(k) with company matching
• Fully remote work environment