Job Description
Job Description
Investment firm is seeking an Investor Relations & Investor Operations Associate who will be responsible for managing the full investor lifecycle - from onboarding to ongoing communications and reporting – while ensuring operational excellence, regulatory compliance, and tight-knit internal coordination. The role is well-suited for a detail oriented and organized professional interested in long-term development within private real estate investing and wealth management.
Investor Relations, Operations, Onboarding, & Offboarding
- Lead investor onboarding processes, including subscription documentation, KYC/AML compliance workflows, and investor portal setup
- Manage outbound transactions including commissions, redemptions, liquidity events, and capital calls, ensuring accuracy and timeliness
- Maintain precise investor records by coordinating closely with third-party fund administrators and custodians
Communications & Reporting
- Prepare and distribute investor correspondence including quarterly distribution notices, bi-annual performance updates, and year-end tax reporting
- Respond promptly to investor inquiries and provide clear explanations of offering performance, structure, and future expectations
- Conduct proactive outreach to strengthen relationships with investors and financial advisors
Internal Coordination
- Collaborate with internal teams across acquisitions, asset management, legal, tax, and accounting to provide the highest value to investors
- Maintain organized internal data systems, ensure data quality, and coordinate with compliance teams to meet FINRA and SEC requirements
- Identify opportunities to improve internal processes and assist with the implementation of new technologies and systems
Qualifications & Preferred Experience
- Bachelor’s degree in business, finance, real estate, economics, communications, or related field (preferred)
- 2–3+ years of professional experience in finance, investor relations, private wealth advisory, or related real estate/investment fields
- Proficiency with Microsoft Excel, PowerPoint, and HubSpot CRM system
- Ability to work in HQ office 5 days a week