Remote Investor Relations Associate

Uptalent Dot I O; United States; A distancia; MXN 1.628.000 - 2.352.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Fully remote

Mentorship by Founder

Flexible schedule

Fast-track exposure to capital-raising

Descripción de la vacante

Uptalent Dot I O is seeking a senior Investor Relations professional to lead relationships with high-net-worth individuals and family offices, support fundraising, and expand the firm’s brand presence in the real estate sector. You will report directly to the Founder and manage investor communications, CRM data, and outbound campaigns.

The role requires 5–7 years in investor relations or related financial services, strong English communication, and discreet handling of confidential information.

Formación

• 5–7 years in investor relations, private equity fundraising, or financial services.
• Proven success engaging high-net-worth individuals and family offices.
• Strong CRM management skills (HubSpot) and familiarity with outbound communications.
• Exceptional written and verbal business English.
• Discreet, professional, and meticulous with confidential information.
• Self-starter with excellent time management and follow-through.
• Bonus: prior exposure to real estate investments or alternative assets.

Responsabilidades

• Outreach and lead generation via email, LinkedIn, and Twitter; research investors; craft personalized messaging; schedule introductory calls.
• Investor pipeline management in CRM; track follow-ups and campaign performance.
• Investor communications: prep calls notes, follow-ups, deal summaries, pitch materials.
• Social media and network engagement on LinkedIn and Twitter; support campaigns around live offerings, webinars, and investor content.

Conocimientos

Investor relations

Fundraising

HubSpot CRM

Outbound comms

English fluency

Time management

Discretion

Networking

Herramientas

HubSpot CRM

LinkedIn

Twitter/X

Descripción del empleo

Location: Remote (must overlap with U.S. business hours)

Industry: Real Estate Investment & Development

Schedule: Full‑time

Start Date: Immediate

About the Role

Join a fast‑growing real estate investment and development firm focused on affordable‑by‑design housing. You’ll report directly to the Founder and lead efforts to expand the capital base, nurture investor relationships, and elevate our brand presence among high‑net‑worth individuals and family offices.

Job Description

Key Responsibilities

• Outreach & Lead Generation: Conduct cold and warm outreach via email, LinkedIn, and Twitter; research accredited investors, family offices, and wealth managers; craft personalized messaging; schedule introductory calls with the Founder.


• Investor Pipeline Management: Maintain all investor touchpoints in HubSpot (or similar CRM); ensure timely follow‑ups; track conversion metrics and campaign performance.


• Investor Communications: Support pre‑screen calls, take detailed notes, qualify prospects; draft tailored follow‑up emails and quarterly updates; help prepare deal summaries and pitch materials.


• Social Media & Network Engagement: Manage LinkedIn and Twitter presence; engage with thought leaders; assist with social campaigns around live offerings, webinars, and investor content.

Requirements

5–7 years in investor relations, private equity fundraising, or financial services

Demonstrated success engaging high‑net‑worth individuals and family offices

Strong CRM management skills (preferably HubSpot) and familiarity with outbound communications

Exceptional written and verbal business English

Discreet, professional, and meticulous with confidential information

Self‑starter with excellent time management and follow‑through

Bonus: prior exposure to real estate investments or alternative assets

Benefits

• Performance Bonuses tied to investor meetings booked, conversions, and capital raised


• Fully remote with flexible schedule


• Direct mentorship by the Founder


• Fast‑track exposure to capital‑raising strategies and deal execution

Interview Process

1. 30‑minute pre‑screen


2. 90‑minute interview with Founder


3. Skills‑based assignment + Kolbe Assessment


4. Half‑day immersive trial


5. Offer extended