Investor Relations Associate

Bell & Associates, Inc.; North Carolina; Hybrid; USD 80.000 - 90.000; Vollzeit

Zusammenfassung

Bell & Associates, Inc. in Chapel Hill, NC, a Real Estate Investment firm partner, seeks an Capital Markets & Investor Relations Associate to support capital raises, investor relations, CRM upkeep, and investor materials.

You will manage fundraising pipeline, translate notes to CRM, research investors, draft briefs, and coordinate with leadership. This role blends analytics with clear, polished communications and requires strong writing and presentation skills.

Qualifikationen

• 3–7 years in investor relations, capital markets support, or related financial services.
• Experience in commercial real estate, private equity, wealth management, or financial services preferred.
• Strong writing, editing, and presentation development skills.
• Hands-on CRM experience; Juniper Square is a plus.
• Proficiency in PowerPoint and Excel for communicating investment metrics.

Aufgaben

• Maintain an accurate fundraising pipeline with investor history and commitments.
• Translate meeting notes into CRM updates and investor correspondence.
• Prepare briefs and tailored meeting materials for prospective investors.
• Develop investor presentations and investment summaries with the team.
• Coordinate investor outreach campaigns and portal content.

Kenntnisse

Investor relations

Capital markets

CRM

PowerPoint

Excel

Fundraising

Investor presentations

Relationship management

Tools

Juniper Square

CRM

Jobbeschreibung

Capital Markets & Investor Relations Associate

Chapel Hill, NC - hybrid flexibility

$80-90k with bonus potential

Bell and Associates is partnering with a Real Estate Investment firm based in the Raleigh area looking to fill an Investor Relations Associate position. This role will be a key player in supporting capital raise efforts, investor relations, maintaining and updated CRM, and creating polished and presentable investor materials.

Key Responsibilities

Fundraising and Pipeline Support

• Maintain an accurate, actionable fundraising pipeline, including investor interests, relationship history, commitments, and next steps.
• Translate meeting notes into CRM updates, follow-up tasks, and draft investor correspondence.
• Research prospective investors and prepare meeting briefs tailored to their investment criteria.
• Coordinate follow-up across leadership, capital markets, and investment teams.
• Prepare weekly reporting on fundraising progress, outstanding requests, and priorities.

Investor Communications and Presentation Development

• Create and update investor presentations, deal briefs, investment summaries, and supporting materials using approved analysis and direction from the investment team.
• Translate complex investment information into clear, accurate, visually polished communications.
• Check materials for consistency across financial figures, messaging, formatting, and versions.
• Support communications for new offerings and existing investments, including legacy assets.
• Coordinate investor outreach campaigns, database segmentation, and ongoing engagement.

CRM and Investor Operations

• Own day-to-day CRM administration, contact organization, data quality, and task tracking.
• Maintain investor portal content and coordinate onboarding, subscription-document tracking, and outstanding information requests with the appropriate internal teams.
• Ensure investor questions reach the right person and receive timely responses.
• Establish repeatable workflows, templates, and reporting processes that improve team execution.
• Identify practical opportunities to use technology and automation while maintaining accuracy and appropriate review.

Qualifications

• Approximately 3–7 years of relevant experience in investor relations, capital markets support, financial marketing, client service, or investment operations.
• Experience in commercial real estate, private equity, wealth management, or financial services preferred.
• Strong writing, editing, presentation development, and organizational skills.
• Hands-on CRM experience; familiarity with Juniper Square is a plus.
• Proficiency in PowerPoint and Excel, with the ability to understand and communicate investment metrics.
• Demonstrated ability to manage multiple deadlines and move work forward with incomplete information.
• Advanced financial modeling is helpful but is not the primary focus of this position.