Investor Relations Operations Associate — Hybrid (Fri Remote)

The Addison Group; Bethesda (MD); Hybrid; USD 85,000 - 105,000; Full time

Benefits offered by this job

Medical, dental, vision

401(k)

Discretionary bonus

Job summary

The Addison Group is recruiting for an Operations & RFI Associate in Bethesda, MD. This role supports Relationship Managers, coordinates RFIs, DDQs, and RFPs, and drives reporting, onboarding, and capital tracking within client services.

Requires strong organization and communication in a fast-paced real estate investment setting. Responsibilities include drafting responses with SMEs, maintaining templates, and leveraging Salesforce for dashboards and reporting.

Qualifications

• 7–10 years of client service-related experience.
• Bachelor's degree preferred but not required.
• Excellent written and verbal communication.
• Advanced Excel and CRM experience.
• Ability to work in a fast-paced environment.

Responsibilities

• Coordinate RFIs, DDQs, and RFP responses on deadlines.
• Maintain templates and source files for client services.
• Draft responses with SMEs for high-quality deliverables.
• Prepare investor reports and support onboarding.
• Maintain Salesforce and generate dashboards.
• Support investor meetings and cross-functional projects.

Skills

Client service

Communication

Organization

Attention to detail

Time management

Education

Bachelor's degree in Marketing or Business

Tools

Microsoft Excel

Salesforce

Microsoft Word

PowerPoint

Job description

The Addison Group is recruiting for an Operations & RFI Associate in Bethesda, MD. This role supports Relationship Managers, coordinates RFIs, DDQs, and RFPs, and drives reporting, onboarding, and capital tracking within client services.

Requires strong organization and communication in a fast-paced real estate investment setting. Responsibilities include drafting responses with SMEs, maintaining templates, and leveraging Salesforce for dashboards and reporting.