7 часов назад
Associate, Investor Relations (Finance)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, Investor Relations (Finance): Managing investor onboarding, LP communications, and community engagement across a real estate and technology investment platform with an accent on subscription workflows, recurring reporting, and high-touch relationship stewardship. Focus on translating complex fund and deal information, scaling personalized communications with CRM and AI tools, and coordinating investor livestreams and summits.
Location: Fully remote within the United States, with preference for Austin as a home base
Salary: Commensurate with experience and market standards; performance-based bonus and/or equity may be available
Company
is a privately held ecosystem of ventures and investment platforms spanning real estate private equity, technology, insurance, AI, energy, and alternative investments.
What you will do
- Own investor onboarding from capital commitment through wire clearance, funding confirmation, subscription documents, and e-signature workflows.
- Guide new limited partners through their first year and serve as a trusted point of contact for investor questions and relationship needs.
- Deliver weekly insights, monthly updates, quarterly reports, livestreams, and the annual investor summit.
- Maintain accurate investor records and relationship activity in CRM and investor-relations platforms.
- Use CRM and AI tools such as Claude or ChatGPT to personalize communications and scale high-touch investor engagement.
- Translate fund, deal, and platform information into clear investor communications while partnering with capital formation, fund accounting, and asset management.
Requirements
- 3+ years of experience in investor relations, capital markets, wealth management, family office client service, fund administration, or high-touch financial-services client success.
- Bachelor’s degree in finance, business, communications, or a related field preferred.
- Must be authorized to work in the United States of America.
- Strong written and verbal communication skills, including the ability to explain complex financial and strategic information clearly.
- High organization, precision, and ownership of operational workflows involving wires, funding confirmations, subscription documents, and reporting deadlines.
- Experience with CRM, investor-relations, fund-administration, livestream, or event-production tools.
Nice to have
- Exposure to real estate or private equity.
- Experience with InvestNext, SyndicationPro, Yardi, Juniper Square, Zoom, Riverside, or similar platforms.
Culture & Benefits
- Fully remote work environment.
- Health, dental, and vision insurance.
- 401(k) with company matching.
- Performance-based bonus and/or equity opportunities in deals and funds.
- Mission-driven culture focused on customer value, investor stewardship, speed, ownership, and continuous improvement.
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