Investor Relations Associate FullTime or PartTime

T2 Capital Management; Wheaton (IL); On-site; USD 42,000 - 65,000; Full time

Job summary

T2 Capital Management in Wheaton, IL is seeking a detail-oriented Investor Services Associate to support investor communications, onboarding, and records management. You will coordinate with transfer agents, fund administrators, and internal teams to ensure timely delivery of materials and accurate processing of transactions.

The role is office-based with flexible hours (full-time or part-time 25–40 hours weekly) and requires an associate degree or higher, 0–2 years' experience, and strong

Qualifications

• Associate degree or higher required.
• 0–2 years of professional experience; recent graduates encouraged to apply.
• Strong communication and organizational skills.
• Ability to build rapport and establish trust with investors.
• Ability to provide excellent customer service and ensure investor satisfaction.
• Proficiency with CRM software and general office tools a plus.

Responsibilities

• Respond to inbound investor inquiries and direct to appropriate team members.
• Facilitate delivery of material to investors and financial advisors.
• Assist with distribution of investor communications and notices.
• Review documentation for new investors and maintain investor records.
• Process investor transactions in coordination with Transfer Agent and Fund Administrator.
• Support general office tasks and special projects as needed.

Skills

Communication

CRM experience

Customer service

Attention to detail

Office software

Interpersonal skills

Education

Associate degree or higher

Tools

Microsoft Office Suite

Job description

T2 Capital Management may use artificial intelligence (AI) tools to assist with certain employment-related activities, which may include recruitment, hiring, promotion, training selection, and performance review. These tools help our team draft, organize, research, and summarize information. AI is not used to make final employment decisions or to automatically exclude any candidate or employee from consideration; a qualified member of our team reviews the information and makes all decisions. T2 does not use AI in a way intended to discriminate on the basis of any protected class and does not use ZIP codes as a proxy for protected classes. If you have questions about how AI is used in connection with your employment or application, please contact Human Resources.

Supports T2's broad investor base through day-to-day services, including serving as a first point of contact for inbound inquiries and helping ensure investor records, communications, and transactional requests are handled timely and accurately. Works closely with T2’s third party Transfer Agent, Fund Administrator, and internal teams to keep investors and financial advisors well informed.

ESSENTIAL FUNCTIONS

Investor Communications & Support

• Respond to inbound investor inquiries and direct them to the appropriate team member(s).
• Promptly facilitate effective communication and delivery of requested materials for T2 investors and financial advisors.
• Assist with distribution of investor communications, including letters, reports, and distribution notices.

Investor Onboarding, Records & Transactions

• Review documentation from new investors for accuracy, completeness, and follow up as needed.
• Maintain and update investor records in T2’s CRM and investor portal.
• Liaise with T2’s Transfer Agent, Fund Administrator, and Portal Administrator to process investor transactional items, including transfers and redemptions.
• Review investor transactions for accuracy.

Administration & Other Duties

• Assist with general office-related tasks as needed.
• Perform other duties and special projects as assigned.

SKILLS & QUALIFICATIONS

• Associate degree or higher
• 0–2 years of professional experience; recent graduates are encouraged to apply
• Especially strong communication and organizational skills
• Ability to build rapport and establish trust with investors
• Ability to provide excellent customer service and ensure investor satisfaction
• Strong attention to detail and accuracy in written communications
• Prior experience in real estate, private equity, or client services is a plus, but not required
• Proficient in office software, including Microsoft Office Suite and CRM software, with the ability to quickly learn and adapt to new technologies

PHYSICAL REQUIREMENTS

• Ability to sit or stand at a workstation for extended periods.
• Frequent use of a computer, keyboard, and phone for daily tasks.

WORKING CONDITIONS

• Location: office-based at T2's Wheaton, IL headquarters.
• Status: flexible; position can be structured as Full-Time or Part-Time (25-40 hours per week)
• Hours: Standard business hours, Monday through Friday; occasional additional hours during peak reporting periods (e.g., quarter-end, capital calls, distributions).

KEY PERFORMANCE INDICATORS

• Average response time to investor inquiries and requests.
• Accuracy rate on investor records, transfers, and redemption processing.
• Turnaround time for new investor onboarding documentation review.
• Timeliness of investor communications and distribution notices against target delivery windows.
• Error rate identified during investor statement spot checks.
• Investor and advisor satisfaction feedback.

ABOUT T2 CAPITAL MANAGEMENT:

T2 is a growing, opportunistic, privately held real estate investment firm with offices in Atlanta, Nashville and suburban Chicago [Wheaton (HQ)]. Since commencing operations in 2011, T2 has deployed $1.9+ billion across various investment strategies and currently has gross AUM of $1.65+ billion. The existing portfolio consists of positions across the capital stack to facilitate light value-add, extensive rehab, as well as ground-up construction projects among select property types and geographies across the United States. See T2investments.com.

Notice Regarding the Use of Artificial Intelligence

T2 Capital Management may utilize artificial intelligence (AI) tools to assist with certain employment-related activities, including recruitment, hiring, interview scheduling, performance reviews, and training. These tools are used to help our team organize, research, draft, and summarize information—which may include the use of AI automated notetakers to record and summarize candidate interviews.

AI tools are never used to make final employment decisions or to automatically exclude any applicant from consideration. Every application and decision is reviewed and made by a qualified member of our team. T2 Capital Management does not use AI to discriminate on the basis of any protected class, nor do we use geographic proxies (such as ZIP codes) in evaluation.

If you have questions about our use of AI during the application or employment process, please contact Human Resources.