Senior Associate, Institutional Investor Relations

Carmel Partners; San Francisco (CA); On-site; USD 145,000 - 170,000; Full time

Job summary

Carmel Partners in San Francisco seeks a Senior Associate, Investor Services within the Investor Relations team. The role centers on shaping how Carmel's strategy and performance reach institutional investors and owning the systems the team relies on.

You will craft fund marketing collateral and quarterly communications for senior leadership, bringing strong content, design and messaging to life. The position offers a dynamic, high-visibility environment in a leading real estate investment firm.

Qualifications

• Bachelor’s degree in finance, business or economics; MBA preferred.
• 4+ years of relevant experience in private real estate or private equity funds; investor relations/asset management backgrounds welcomed.
• Strong understanding of broad financial markets and indices.
• Track record of building and managing processes.
• Ability to translate complex financial data into concise formats.
• Proficiency in MS Office, especially PowerPoint, Excel and Word.
• Familiarity with data/analytics tools to support strategy and operations.
• Thrives in a fast-paced environment.

Responsibilities

• Craft materials that shape how institutional investors see Carmel, including fund marketing collateral and quarterly communications.
• Support SVP as a trusted contact for a sophisticated investor base with diligence data and inquiries.
• Support end-to-end capital raising: fundraising materials and offering documents; inform prospecting strategy.
• Partner with the SVP on investor events from concept to execution; manage timelines and assets.
• Identify and lead process improvements to scale the IR platform as the team grows.
• Own the data infrastructure behind investor relationships—CRM, Qvidian, Preqin/Evestment and MS Office.
• Assist with day-to-day IR operations: inbox, lists, data reconciliation.

Skills

Financial modeling

Investor relations

Presentation skills

Data analysis

Attention to detail

Project management

Education

Bachelor’s degree in finance/business/economics

MBA preferred

Tools

Qvidian

Preqin/Evestment

CRM

Job description

Carmel Partners in San Francisco seeks a Senior Associate, Investor Services within the Investor Relations team. The role centers on shaping how Carmel's strategy and performance reach institutional investors and owning the systems the team relies on.

You will craft fund marketing collateral and quarterly communications for senior leadership, bringing strong content, design and messaging to life. The position offers a dynamic, high-visibility environment in a leading real estate investment firm.