Investor Relations Associate — Real Estate Private Equity

Hamilton Point Property Management; Old Lyme (CT); On-site; USD 60,000 - 90,000; Full time

Job summary

Hamilton Point Property Management is seeking an Investor Relations Associate to support the IR team across investor servicing, fundraising operations, and capital formation for real estate investment vehicles. You will interface directly with investors, financial advisors, and internal stakeholders to ensure accurate execution.

This in-office role based in Old Lyme, CT, offers hands-on exposure to private equity fund operations, investor analytics, and lifecycle management of real estate funds.

Qualifications

• 1–4 years of investor relations, capital markets, real estate private equity, or financial services.
• Understanding of private fund structures, including capital raising mechanics, commissions, and investor onboarding.
• Excellent written and verbal communication skills.
• Strong attention to detail.
• Ability to manage multiple priorities in a deadline-driven environment.

Responsibilities

• Answer, screen, and direct incoming investor inquiries via phone or email for investors, financial representatives, custodians, and broker-dealers in a professional manner.
• Track account updates provided to our transfer agent, including transfers, distribution instructions, beneficiary changes (TODs), and broker-dealer transitions to the transfer agent.
• Assist in resolving investor questions, including account maintenance inquiries.
• Coordinate and update comprehensive investor tracking sheets, cross-referencing subscription documents, broker-dealer data, and internal records.
• Maintain investor databases and CRM systems, ensuring accuracy and completeness of all investor records.
• Continuously improve reporting processes, tracking methodologies, and operational workflows.
• Assist across investor relations and sales teams in preparing for conferences, meetings, shareholder communications, and fundraising initiatives.

Skills

Excellent written and verbal comm.,

Strong attention to detail

Ability to manage multiple priorities

Understanding of private fund mgt.

Tools

CRM systems (STAR)

Job description

Hamilton Point Property Management is seeking an Investor Relations Associate to support the IR team across investor servicing, fundraising operations, and capital formation for real estate investment vehicles. You will interface directly with investors, financial advisors, and internal stakeholders to ensure accurate execution.

This in-office role based in Old Lyme, CT, offers hands-on exposure to private equity fund operations, investor analytics, and lifecycle management of real estate funds.