Investor Relations & Capital Markets Associate (Hybrid)

Bell & Associates, Inc.; North Carolina; Híbrido; USD 80.000 - 90.000; Jornada completa

Descripción de la vacante

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.

Formación

• 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.

Responsabilidades

• 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.

Conocimientos

Investor relations

Capital markets

CRM

PowerPoint

Excel

Fundraising

Investor presentations

Relationship management

Herramientas

Juniper Square

CRM

Descripción del empleo

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.