Associate / Sr Associate, Investor Relations & Capital Raising

Parkview Financial®️; Los Angeles (CA); Hybrid; USD 90,000 - 150,000; Full time

Benefits offered by this job

Medical, dental, and vision insurance

401(k) with company match

15+ days of paid time off

Job summary

Parkview Financial, based in Los Angeles, is seeking an Associate or Senior Associate with 3–5 years of experience to join its Investor Relations team. The role centers on raising capital for the firm's open-ended real estate credit fund and developing relationships with allocators.

You will support the full sales cycle, manage the investor pipeline, refine marketing materials, and travel to meet clients as needed. Hybrid work arrangement with in-office days Monday-Thursday and remote Fridays.

Qualifications

• 3–5 years of investor relations, capital raising, or related client-facing role
• Solid understanding of private wealth and institutional investors expectations in product, pricing, delivery, and support
• Hunter’s drive with an entrepreneurial mindset
• Persuasive written and verbal communication with clients and internal teams
• Strong analytical and critical thinking to evaluate opportunities and fund performance

Responsibilities

• Identify, target, and engage allocators including institutional investors, HNW individuals, family offices, and RIAs
• Support the full sales cycle from prospecting to close with increasing ownership over time
• Build and manage the investor pipeline in the CRM
• Help update and refine marketing materials for prospective investors
• Develop knowledge of Parkview’s offerings, systems, and processes to support new investor relationships
• Travel to meet investors as needed

Skills

Persuasive written and verbal comms

Analytical and critical thinking

Attention to detail

Entrepreneurial mindset

Education

Bachelor’s degree in Finance, Economics, or related field

Tools

HubSpot

Juniper Square

MS Office

Job description

Parkview Financial is looking for a Los Angeles-based Associate or Senior Associate (3–5 years’ experience) to join our Investor Relations team. This role focuses on raising capital to scale Parkview’s open-ended investment vehicle.

Job Responsibilities:

• Help identify, target, and engage allocators of all types, including institutional investors, HNW individuals, family offices, and RIAs
• Support the full sales cycle, from prospecting and outreach to follow-up and close, with growing ownership over time
• Build and manage the investor pipeline in our CRM
• Help update and refine marketing materials for prospective investors
• Develop deep knowledge of the firm’s offerings, systems, and processes to support new investor relationships
• Travel to meet investors as needed

Qualifications:

• 3–5 years of experience in investor relations, capital raising, or a related client-facing role at a private equity, real estate debt, or other alternative investment fund
• A solid understanding of what private wealth and institutional investors expect in product, pricing, delivery, and support
• A hunter’s drive and an entrepreneurial mindset
• Persuasive written and verbal communication, with the ability to build relationships with clients and internal teams
• Strong analytical and critical thinking skills to evaluate investment opportunities and speak confidently to fund performance and risk
• A keen eye for detail and the ability to manage multiple priorities against deadlines
• Current knowledge of private real estate credit markets and trends
• Bachelor’s degree in Finance, Economics, or a related field
• Proficiency in MS Office; experience with HubSpot and Juniper Square is a plus

Strongly Preferred:

• A track record of raising or helping raise capital from HNW individuals, family offices, RIAs, or institutional investors for private real estate offerings
• An existing network of private real estate investors

Work Arrangement: Hybrid. In office Monday through Thursday, with the option to work remotely on Fridays.

• Medical, dental, and vision insurance
• 401(k) with company match
• 15+ days of paid time off, increasing with tenure
• Wellness perks, including One Medical (primary care), Teladoc (virtual care), Health Advocate (benefits support), and Kindbody (fertility and family-building)