Investor Relations Associate, CRE Debt

Prime Finance; New York (NY); On-site; USD 99,000 - 150,000; Full time

Job summary

Prime Finance in New York seeks an Associate, Investor Relationships to support capital raising for real estate debt funds. You will coordinate investor meetings, develop materials, and collaborate with Investment, Asset Management and Compliance teams to ensure timely, accurate deliverables.

You will manage investor inquiries, maintain CRM data, and contribute to marketing and communications for existing and potential investors, with exposure to senior leadership and a broad range of

Qualifications

• Bachelor’s degree or equivalent is required or standard; advanced degrees not required.
• 5+ years in investor relations, client service, or sales enablement within financial services.
• Excellent written and verbal communication; ability to tailor messaging to investors and partners.
• Experience developing investor-facing materials and coordinating due diligence responses.
• Strong analytical skills, with the ability to identify information gaps and propose solutions.
• Proven ability to build relationships and coordinate across internal teams.
• Ability to manage multiple complex deliverables in a fast-paced environment.
• Detail-oriented with professional handling of confidential information.
• Proficiency in Word, Excel, PowerPoint; familiarity with Juniper Square or similar systems.

Responsibilities

• Lead the preparation and coordination of meetings and roadshows with institutional investors and consultants.
• Coordinate and resolve follow-up items across internal teams for timely responses.
• Develop and coordinate investor materials for new funds and analytics.
• Own the quarterly update process for investor collateral with data accuracy.
• Maintain data support with Analytics and Compliance for review of materials.
• Develop communications for existing and potential investors; tailor to audience.
• Manage social media and website content aligned with brand standards.
• Handle investor requests, including complex and urgent items, with senior approval.
• Maintain and improve the investor CRM database and data quality.

Skills

Excellent communication

Analytical skills

Relationship building

Cross-functional collaboration

Synthesis of complex information

Attention to detail

Problem-solving

Managing multiple deliverables

Influencing outcomes

Investor messaging

Education

Bachelor’s Degree or equivalent

Additional degrees or certifications a plus

Tools

Microsoft Word

Microsoft Excel

PowerPoint

Juniper Square

Investor CRM platforms

Job description

Prime Finance in New York seeks an Associate, Investor Relationships to support capital raising for real estate debt funds. You will coordinate investor meetings, develop materials, and collaborate with Investment, Asset Management and Compliance teams to ensure timely, accurate deliverables.

You will manage investor inquiries, maintain CRM data, and contribute to marketing and communications for existing and potential investors, with exposure to senior leadership and a broad range of