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Job Title: Remote Investment Associate CRE (100% Work From Home)
Location: Remote from Latin America
Position Type:Full-time
Salary: $4,000 USD/month via ACHSchedule: Monday–Friday, 8:00 AM – 5:00 PM CST (Central Time)
Job Overview:
Our client is a full-service marketing firm that specializes in creating high-impact investor presentations, websites, and branding materials for private equity, venture capital, and real estate investment firms. Their mission is to help investment managers raise capital more effectively through world-class marketing collateral. They are a fully remote company with a fast-paced, supportive, and results-driven culture.
As an Investment Associate, you’ll play a critical role in transforming raw investment information into polished, investor-ready collateral. You will collaborate with fund managers and investment professionals to understand their strategy, extract key data, and create compelling narratives through pitch decks, offering memorandums, and investor presentations. This is a writing-heavy, research-intensive role ideal for someone who is finance-savvy, detail-oriented, and skilled in synthesizing complex information into persuasive materials.
Responsibilities:
- Partner with private equity, real estate, and venture clients to understand their investment strategy and goals
- Analyze market positioning, deal structures, and capital needs
- Research relevant market and asset-level data to support investment theses
- Create pitch decks, teasers, one-pagers, and offering documents from scratch or templates
- Turn financial models, asset profiles, and sponsor data into clear, persuasive narratives
- Collaborate cross-functionally with internal design and strategy teams
- Uphold high standards of clarity, consistency, and quality across all deliverables
Qualifications, Skills and Key Competencies:
Must-Have:
- Bachelor’s degree in Finance, Economics, Business, or related field
- 2+ years experience in investment banking, private equity, real estate finance, or similar
- Strong understanding of financial concepts (NOI, IRR, capital stacks, fund structure, etc.)
- Exceptional written English and storytelling ability
- Comfortable distilling financial models and raw data into concise, investor-friendly material
Nice-to-Have:
- Experience working with U.S. investment firms or capital raising teams
- Familiarity with investor collateral such as PPMs, OMs, and LP updates
- Bilingual English-Spanish or English-Portuguese (written fluency in English required)
- MBA or relevant certifications (e.g. CFA Level I or II)
Key Attributes:
- Structured thinker and natural synthesizer
- High attention to detail, pride in delivering polished output
- Strong time management and accountability in remote setting
- Comfortable working independently in a fast-paced, client-driven environment
Benefits:
- Remote-first culture with strong U.S. exposure
- Performance-based bonus opportunities
- Paid local holidays and PTO
- Opportunity for rapid growth into client-facing or leadership roles
- Collaborative team with clear processes, tools, and mentorship
Application Disclaimer: Please Read Before Proceeding
To ensure a fair and efficient hiring process, all applications must meet the mandatory requirements listed in the job description.
Voice/Video Recording is REQUIRED
Your applicationCANNOTbe considered without a voice or video recording. It must be at least 30 seconds long and inEnglish. Submissions in any other language or missing a recording will beautomatically disqualified.
Mandatory Knockout Questions
Each application includesknockout questions designed to verify minimum qualifications required by the client. If you answer"NO"to any of these, you will beimmediately disqualified from the hiring process for not having the experience requested for the role. Please note that the citizenship question is also a knockout if you answer "YES" as we are only able to hire Latin American talent based in Latin America.
Apply Wisely
To maintain fairness, please apply tono more than three jobsand only if youfully meet the listed qualifications. Applying to roles you don’t qualify for will not improve your chances and may affect future applications.
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We appreciate your interest and look forward to reviewing your application!