Senior Associate, Investor Relations

About the role

Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development and construction of multifamily real estate, is seeking a Senior Associate, Investor Relations in our San Francisco Office.

Responsibilities

• Ensure the ownership and execution of daily operations, including IR group inbox maintenance, list management, data reconciliation and integrity and handling of ad-hoc investor requests
• Collaborate in the creation and evolution of investor communications and marketing materials, bringing a strong creative eye for content design, messaging and presentation
• Maintain current operational functions while pinpointing and leading efficiencies and process enhancements across the department
• Uphold comprehensive records across a diverse suite of systems, including CRM, Qvidian, Preqin/Evestment, full Microsoft Office Suite, Claude/other AI familiarity, among others
• Partner with SVP on the project management of all investor event planning and associated marketing materials
• Support the production of fund offering documents
• Collaborate on the development of materials and support mechanisms for nurturing existing and cultivating new investor relationships, inclusive of the creation of fundraising materials and ongoing fundraising support
• Prepare both qualitative and quantitative reports and conduct requested research for prospecting

Requirements

• A bachelor’s degree in a relevant field such as finance, business or economics; MBA preferred
• A minimum of 5+ years of experience in private real estate investment funds and/or private equity with institutional investors
• A comprehensive understanding of broad financial markets and indices
• A demonstrated track record of successfully building and managing processes
• The ability to translate complicated financial data and topics into a concise, consumable format
• Advanced proficiency in MS Office Suite, particularly PowerPoint, Excel and Word
• Familiarity with emerging data and analytics tools and the ability to leverage data insights to support strategy and operational decision-making
• The ability to thrive in a dynamic and fast-paced environment

Qualifications

• Deep intellectual curiosity and the desire to apply excellent technical skills to drive value and shape investment strategy
• Excellent organization and time management skills - able to manage and execute multiple quantitative projects simultaneously
• Exceptional communication, presentation and interpersonal skills
• Values relationships - thrives in a collaborative team setting as well as working independently
• Demonstrates impeccable integrity and dependable judgment

Skills

• Advanced proficiency in MS Office Suite, particularly PowerPoint, Excel and Word
• Familiarity with emerging data and analytics tools

Benefits

Compensation and benefits play a key role in your choice of employer, and our goal is to invest in you and your experience here. You’ll find competitive compensation and a comprehensive benefits package at Carmel.

Pay

Base compensation range $145K to $155K. Total compensation for this role also includes a bonus incentive in addition to the base salary. The Company reserves the right to ultimately pay more or less than the posted range and to offer additional benefits and other compensation, depending on circumstances unrelated to an applicant’s sex or other protected status under local, state or federal law.

Schedule

Not specified