Associate Investor Relations

Position Overview

The Investor Relations Associate is a core member of the Investor Relations team, serving as a primary point of contact for high-net-worth individuals, family offices, and sophisticated investors throughout the investment lifecycle.

This role is centered on delivering a white-glove investor experience—supporting inbound investor inquiries, guiding due diligence, and ensuring seamless onboarding and ongoing engagement across multiple investment products.

The Associate will develop deep fluency in the firm’s investment offerings and build trusted, long-term relationships through responsive, knowledgeable, and highly personalized communication. This is an opportunity to build a career in private real estate investor relations within a high-performing and entrepreneurial environment.

Position Responsibilities

• Manage a pipeline of high-net-worth investor leads across multiple real estate investment vehicles
• Guide prospective investors through the full lifecycle from initial inquiry through diligence, commitment, and onboarding
• Clearly articulate investment strategy, performance history, structure, and tax-efficient benefits to accredited investors
• Conduct investor calls, coordinate meetings, webinars, and occasional property-related discussions
• Navigate sensitive investor conversations regarding performance, distributions, liquidity, and valuations with professionalism
• Serve as a primary point of contact for assigned investor relationships
• Respond to investor inquiries with accuracy, speed, and professionalism
• Coordinate due diligence questionnaires (DDQs) across legal, finance, and investment teams
• Maintain a strong investor-first mindset focused on long-term relationship building and trust
• Stay current on real estate markets, industry trends, and competitive positioning
• Support development of investor-facing materials, presentations, and communications
• Participate in industry conferences and investor events as needed
• Conduct research on multifamily real estate trends and macro investment themes
• Partner closely with investment, marketing, legal, finance, and operations teams
• Relay investor feedback and market insights to internal stakeholders
• Support reporting, attribution, and investor analytics initiatives
• Help ensure consistency and accuracy across investor communications and reporting

Position Qualifications

• Required Experience: 2–5 years of experience in investor relations, capital raising, financial services, wealth management, or consultative client-facing roles
• Demonstrated interest in private markets, real estate, or alternative investments
• Ability to clearly explain complex financial and investment concepts to sophisticated investors
• Exposure to private fund structures preferred but not required
• Education: Bachelor’s degree in Finance, Business, Real Estate, or related field
• Strong academic background preferred
• Technical Skills: Proficiency in Microsoft Office Suite (Excel, PowerPoint, Word)
• Experience with CRM systems (Salesforce preferred)
• Familiarity with financial analysis or investment concepts is a plus
• Core Competencies: Strong investor communication and relationship management skills, high emotional intelligence and professional presence with sophisticated investors, excellent written and verbal communication skills, strong attention to detail and organizational discipline across multiple workflows, ability to work independently in a fast-paced, entrepreneurial environment, collaborative mindset with cross-functional teams