Investor Relations Associate

Key Responsibilities

• Answer, screen, and direct incoming general investor inquiries via phone or email for investors, financial representatives, custodians, and broker-dealers in a professional manner.
• Track account updates provided to our transfer agent, including transfers, distribution instructions, beneficiary changes (TODs), and broker-dealer transitions to the transfer agent.
• Aid in resolving investor questions, including account maintenance inquiries.
• Cook up and update comprehensive investor tracking sheets, cross-referencing subscription documents, broker-dealer data, and internal records.
• Maintain investor databases and CRM systems, ensuring accuracy and completeness of all investor records.
• Continuously improve reporting processes, tracking methodologies, and operational workflows.
• Aid across investor relations and sales teams in preparing for conferences, meetings, shareholder communications, and fundraising initiatives.

Qualifications

• 1–4 years of experience in investor relations, capital markets, real estate private equity, or financial services.
• Understanding of private fund structures, including capital raising mechanics, commissions, and investor onboarding.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Ability to manage multiple priorities in a deadline-driven environment.

PREFERRED EXPERIENCE

• Experience working with broker-dealers, RIAs, and financial advisors.
• Familiarity with commission structures, subscription documents, and fundraising closes.
• Experience with CRM systems (e.g., STAR).
• Exposure to real estate investment strategies and vehicles (e.g., DSTs, private equity funds).