Investor Relations & Capital Markets Associate

Bell & Associates, Inc.; Raleigh, Durham, Chapel Hill (NC, NC, NC); Hybrid; USD 80,000 - 90,000; Full time

Job summary

Bell and Associates, Inc. is partnering with a Raleigh-area real estate investment firm to fill the Investor Relations Associate role. The position offers hybrid flexibility in Chapel Hill, NC, and a salary of $80-90k with bonus potential.

Key duties include fundraising support, investor communications, CRM maintenance, and developing polished investor materials. You will translate meeting notes into CRM updates, prepare briefs, and coordinate outreach with leadership and investment teams.

Qualifications

• 3–7 years in investor relations or capital markets support.
• Experience in CRE, private equity, wealth mgmt, or financial services.
• Strong writing, editing and presentation skills.
• Hands-on CRM experience; Juniper Square is a plus.
• Proficient in PowerPoint and Excel for investment metrics.
• Able to manage multiple deadlines with partial information.
• Advanced financial modeling is helpful but not required.

Responsibilities

• Fundraising and pipeline support.
• Coordinate investor communications and presentations.
• Translate meeting notes into CRM updates and follow-ups.
• Coordinate onboarding, subscriptions, and information requests with internal teams.
• Establish repeatable workflows and reporting processes.

Skills

CRM administration

PowerPoint

Excel

Investor relations

Capital markets

Financial writing

Time management

Tools

Juniper Square

Job description

Bell and Associates, Inc. is partnering with a Raleigh-area real estate investment firm to fill the Investor Relations Associate role. The position offers hybrid flexibility in Chapel Hill, NC, and a salary of $80-90k with bonus potential.

Key duties include fundraising support, investor communications, CRM maintenance, and developing polished investor materials. You will translate meeting notes into CRM updates, prepare briefs, and coordinate outreach with leadership and investment teams.