Overview:
A well-regarded registered investment advisor specializing in investment opportunities for institutional investors across the real estate space is looking to add an Investor Relations Associate to their team in San Francisco.
As an Investor Relations Associate you will play a crucial role in managing relationships with current and prospective investors, ensuring their satisfaction, and fostering strong communication channels. This opportunity offers a great growth trajectory and the opportunity to grow.
Investor Relations Associate Responsibilities
- Responsible for completing DDQs/RFPs and client requests, including writing and editing content, working with cross-functional teams to obtain the necessary information, and ensuring that the final product is accurate and delivered on time
- Maintain familiarity of investor preferences, commitments, and relationships
- Assist in the preparation and review of marketing decks
- Aid primary fundraisers in the follow up of investor prospecting
- Build and maintain accurate investment reporting and investor profiles
- Assist in the development and implementation of investor communication strategies, including preparing presentations, reports, and other materials
- Respond to broad range of investor requests for their various funds
- Act as a primary point of contact for existing and potential investors
- Organize and coordinate investor meetings, roadshows, and conferences
- Conduct research and analysis to support investor relations initiatives, market intelligence, and competitive analysis
- Assist in the preparation of fundraising materials, investor updates, and quarterly reports
- Support the Investor Relations team with ad-hoc projects and assignments as required
Investor Relations Associate Qualifications
- Bachelor's degree in finance, business, or a related field
- 3-5 years of experience in investor relations, investment banking, private equity/private credit, or related roles within the financial services industry
- Strong understanding of investment concepts and financial markets
- Excellent communication skills, both written and verbal, with the ability to convey complex information clearly and concisely
- Proficient in Microsoft Office Suite, particularly Excel, PowerPoint, and Word
