Real Estate Investor Relations Specialist

CFA Institute; San Francisco (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Carmel Partners is seeking a Senior Associate, Investor Services in our San Francisco office. You will craft materials that shape how institutional investors view Carmel’s strategy and performance, while owning systems and reporting used by the Investor Relations team.

You’ll work closely with the SVP, coordinating fundraising activities, responding to diligence inquiries, and ensuring data accuracy across CRM and analytics tools in a fast-paced setting.

Qualifications

• A bachelor’s degree in a relevant field such as finance, business or economics; MBA preferred
• 4+ years of relevant experience in private real estate, private equity funds, or investor relations roles

Responsibilities

• Craft investor materials and fundraising collateral, including quarterly communications and leadership presentations
• Support SVP as a trusted contact for a sophisticated institutional investor base, handling diligence questions and data requests
• Build and maintain fundraising materials and offering documents, and prepare qualitative and quantitative research for prospecting
• Partner with the SVP on investor events from concept to execution with related materials
• Identify and lead process improvements to scale the investor services function
• Own the data infrastructure for investor relations, including CRM, Qvidian, and data reporting
• Support day-to-day operations of the IR group inbox, data reconciliation, and list management
• Contribute to Carmel Partners’ mission to create exceptional multifamily communities across the U.S.

Skills

Investor relations

Finance knowledge

Communication

Project management

Data analysis

Attention to detail

Presentation skills

Adaptability

Education

Bachelor’s degree in finance, business, or economics

MBA preferred

Tools

CRM

Qvidian

Preqin/Evestment

PowerPoint

Excel

Word

Job description

Carmel Partners is seeking a Senior Associate, Investor Services in our San Francisco office. You will craft materials that shape how institutional investors view Carmel’s strategy and performance, while owning systems and reporting used by the Investor Relations team.

You’ll work closely with the SVP, coordinating fundraising activities, responding to diligence inquiries, and ensuring data accuracy across CRM and analytics tools in a fast-paced setting.