Associate/Sr. Associate – Investor Relations and Capital Formation

Federal Capital Partners; Chevy Chase (MD); On-site; USD 95,000 - 150,000; Full time

Job summary

Federal Capital Partners in Washington, DC is seeking an Associate/Sr. Associate to support the Investor Relations and Capital Formation team.

You will help shape capital strategy, coordinate with leadership, and translate market insights into actionable plans. The role involves preparing investor communications, building datasets, leading reporting cycles, and collaborating across disciplines to advance capital formation efforts.

Qualifications

• Three to five years of relevant work experience in investor relations, fund accounting, or fund management.
• Bachelor’s Degree with excellent academic credentials.
• SIE, Series 7, 63 and 66 preferred or willingness to obtain.
• Strong modeling of commercial real estate principles, market analysis, and valuation.
• Ability to translate quantitative data into strategic deliverables.
• Ability to read GAAP financial statements and cash flow reports.
• Proficiency with MS PowerPoint, Excel, and Word.
• Excellent written and oral communication.
• Salesforce and Investran experience preferred.

Responsibilities

• Support IR & Capital Formation strategy and implement priorities across the platform.
• Prepare and review investor communications including quarterly reports and inquiries.
• Coordinate with investment and asset management teams across the platform, and generate analysis that influences business development decisions.
• Lead capital raising reporting cycles for leadership use in strategic initiatives.
• Prepare investor due diligence deliverables (DDQs, RFPs, RFIs) and datasets.
• Collaborate cross-functionally to create, proofread and format internal and external presentations.
• Ensure CRM and reporting data integrity across investor tools.

Skills

Financial analysis

Communication

Project management

Time management

Team collaboration

Attention to detail

Self-starter

Cross-functional coordination

Education

Bachelor's degree

SIE/Series 7/63/66

Tools

MS PowerPoint

Excel

Word

Salesforce

Investran

Job description

Real Estate Private Equity is an exciting industry with the power to shape communities and change the built environment. The Associate/Sr. Associate role at FCP is a unique opportunity to launch a career in this sector, offering an amazing training ground that includes working directly with the firm’s leadership and other industry leaders, development of core financial and analytical skills and an opportunity to make an impact early in your career.

FCP is a leading real estate investment company that has invested in or financed more than $13 billion in assets nationally since its founding in 1999. We are currently seeking an Associate/Sr. Associate to join our Washington, DC Investor Relations and Capital Formation team.

YOUR IMPACT:

As an Associate/Sr. Associate, you will support our clients and investment decisions by:

• Supporting the IR & Capital Formation strategy and implementing/executing strategic priorities across the platform; including working with senior IR/Capital Rasing leadership and Portfolio Management team

• Preparing and reviewing investor communications including quarterly reporting, notifications, and inquiry templates
• Connecting with investment and asset management teams across the platform, and generating analysis that influences business development decisions
• Leading weekly and monthly reporting efforts on capital raising updates across products and overall platform to the IR/Capital Raising leadership for use across strategic initiatives and the determination of investor priorities, including client prospecting
• Leading the preparation of investor due diligence and capital raising deliverables including DDQs, RFPs, RFIs, quantitative datasets, and on-site investor materials
• Partnering cross functionally to create, proofread and format internal and external presentations

• Overseeing the accuracy and integrity of the investor CRM and reporting related tools via thorough data validation

• Leading the preparation of responses to investor correspondence, inquiries, and requests
• Analyzing qualitative and quantitative information and translate into strategic deliverables
• Overseeing the execution for the annual investor conferences, including presentation materials and event messaging
• Overseeing the development and optimization of processes and infrastructure across the IR/Capital Formation function in collaboration with Data Management teams

YOUR QUALIFICATIONS:

• Three to five years of relevant work experience, within an investor relations, fund accounting, or fund management capacity at an alternative investment, placement agent, or investment consulting firm. Experience in commercial real estate is preferred.
• Bachelor’s Degree with excellent academic credentials
• SIE, Series 7, 63 and 66 preferred or willingness to obtain
• Excellent proficiency in modeling commercial real estate principles, market analysis, and valuation
• Ability to analyze qualitative data and quantitative information and translate and articulate ideas into strategic internal and external deliverables
• Ability to analyze GAAP financial statements, balance sheets, income statements, and cash flow reports
• Strong proficiency with MS PowerPoint, Excel, and Word
• Excellent communication skills, both written and oral
• Proficiency in Salesforce and Investran, preferred

• Strong process and project management skills: coordination, execution, follow-up and attention to detail

• Ambitious self-starter with strong organizational skills, attention to detail, and effective time management
• A desire to work in a fast paced, collaborative and entrepreneurial environment

• Ability to deliver with a sense of urgency, responding to tight deadlines and multiple demands

• Ability to work independently and within a team
• Ability to manage complex, cross functional projects in a professional, inclusive, deadline-driven fashion

• Meticulous and committed to producing high-quality work

• Willingness to work in office five days per week
• Some travel may be required

ABOUT FCP:

FCP invests in all asset classes and provides equity, preferred equity and structured debt investments for commercial and residential real estate. The firm, based in Chevy Chase, MD, owns and manages in excess of $13 billion in assets. FCP is currently investing its sixth investment fund, a $1.1B commingled, value-add discretionary fund.

FCP is committed to hiring and retaining a diverse workforce. We are an Equal Opportunity Employer, making decisions without discrimination on the basis of race, color, religion, sex, national origin, age, veteran status, disability, sexual orientation, genetic information or any other protected class, in accordance with applicable law.

For further information on FCP, please visit https://www.fcpdc.com/