Senior Associate, Investor Services

Carmel Partners, Inc.; San Francisco (CA); On-site; USD 145,000 - 155,000; Full time

Job summary

Carmel Partners, Inc. is seeking a Senior Associate, Investor Relations in San Francisco to oversee daily IR operations, craft investor communications, and support fundraising initiatives.

The role interfaces with finance, real estate, and communications to deliver concise, compelling materials for institutional investors. The successful candidate will bring 5+ years in private real estate funds or private equity, strong modeling skills, and fluency with data tools and MS Office.

Qualifications

• Bachelor's degree in finance, business or economics; MBA preferred.
• 5+ years of experience in private real estate investment funds and/or private equity with institutional investors.
• Comprehensive understanding of broad financial markets and indices.
• Track record of building and managing processes.
• Ability to translate complex financial data into concise formats.
• Strong financial modeling with high accuracy and attention to detail.
• Advanced proficiency in MS Office Suite (PowerPoint, Excel, Word).
• Familiarity with data/analytics tools to support strategy and decision-making.

Responsibilities

• Own daily IR operations including inbox management, data reconciliation and ad-hoc investor requests.
• Create and evolve investor communications and marketing materials with strong content design and presentation.
• Identify efficiencies and drive process improvements across the IR department.
• Maintain records across CRM, Qvidian, Preqin/Evestment and MS Office suite.
• Support SVP on investor event planning and related materials.
• Assist in producing fund offering documents.
• Develop materials and fundraising support for existing and new investor relationships.
• Prepare qualitative and quantitative prospecting reports and research.

Skills

Financial modeling

Investor relations

Project management

Communication skills

Data interpretation

Education

Bachelor's degree in finance, business or economics

MBA preferred

Tools

CRM

Qvidian

Preqin/Evestment

MS Office Suite

Claude/AI familiarity

Job description

Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development and construction of multifamily real estate, is seeking a Senior Associate, Investor Relations in our San Francisco Office.

The Senior Associate, under the supervision of the Senior Vice President, Investor Services, is a key contributor to the team’s core operations. The role encompasses creating sophisticated marketing collateral, orchestrating and managing communications and investor engagements, promptly addressing investor queries and participating in fundraising initiatives. This position requires a dynamic individual who can efficiently navigate the intersection of finance, real estate and communication.

What you’ll do

Ensure the ownership and execution of daily operations, including IR group inbox maintenance, list management, data reconciliation and integrity and handling of ad-hoc investor requests.

• Collaborate in the creation and evolution of investor communications and marketing materials, bringing a strong creative eye for content design, messaging and presentation
• Maintain current operational functions while pinpointing and leading efficiencies and process enhancements across the department
• Uphold comprehensive records across a diverse suite of systems, including CRM, Qvidian, Preqin/Evestment, full Microsoft Office Suite, Claude/other AI familiarity, among others
• Partner with SVP on the project management of all investor event planning and associated marketing materials
• Support the production of fund offering documents
• Collaborate on the development of materials and support mechanisms for nurturing existing and cultivating new investor relationships, inclusive of the creation of fundraising materials and ongoing fundraising support
• Prepare both qualitative and quantitative reports and conduct requested research for prospecting

What you’ll bring

• A bachelor’s degree in a relevant field such as finance, business or economics; MBA preferred
• A minimum of 5+ years of experience in private real estate investment funds and/or private equity with institutional investors
• A comprehensive understanding of broad financial markets and indices
• A demonstrated track record of successfully building and managing processes
• The ability to translate complicated financial data and topics into a concise, consumable format
• Strong understanding of financial modeling with a high degree of accuracy and attention to detail
• Advanced proficiency in MS Office Suite, particularly PowerPoint, Excel and Word
• Familiarity with emerging data and analytics tools and the ability to leverage data insights to support strategy and operational decision‑making.
• The ability to thrive in a dynamic and fast‑paced environment

Who you are

• Deep intellectual curiosity and the desire to apply excellent technical skills to drive value and shape investment strategy
• Excellent organization and time management skills – able to manage and execute multiple quantitative projects simultaneously
• Exceptional communication, presentation and interpersonal skills
• Values relationships – thrives in a collaborative team setting as well as working independently
• Demonstrates impeccable integrity and dependable judgment

Compensation and Benefits

Compensation and benefits play a key role in your choice of employer, and our goal is to invest in you and your experience here. You’ll find competitive compensation and a comprehensive benefits package at Carmel.

Base compensation range $145K to $155K. Total compensation for this role also includes a bonus incentive in addition to the base salary. The Company reserves the right to ultimately pay more or less than the posted range and to offer additional benefits and other compensation, depending on circumstances unrelated to an applicant’s sex or other protected status under local, state or federal law.

Choose Carmel

At Carmel Partners, our mission is to create exceptional multifamily communities that enrich lives and neighborhoods.

Founded in 1996, Carmel is one of the nation’s leading specialists in real estate investment management, focusing on U.S. multifamily development and construction, renovation and debt investments. Through its vertically integrated platform, Carmel seeks to achieve superior risk‑adjusted returns across market cycles by investing in relatively supply‑constrained, high‑barrier‑to‑entry markets in the United States.

Visa Sponsorship: Carmel Partners is currently unable to sponsor or assume sponsorship of an employment visa for this role. We require that applicants be authorized to work in the U.S.A.

Inclusion Statement

We are committed to equitable hiring and promotion practices. We lead with integrity and believe in building a diverse and inclusive workplace, rooted in a culture of mutual respect. By welcoming varied backgrounds, perspectives and ideas, we cultivate engagement and a sense of belonging that creates community within, so Carmel can build communities that thrive.

Notice to Third-party Agencies: Carmel Partners has no standing offers to pay referral compensation or recruitment fees for any open positions. Unless a signed agreement provides otherwise, Carmel Partners will not pay any compensation to any employment Firm, staffing agency, recruiter or other third party for any resumes or candidate profiles provided, even if the individual is hired by Carmel Partners. In the event a recruiter or third‑party agency/Firm submits a resume or candidate profile without a signed active agreement, Carmel Partners explicitly reserves the right to pursue, and hire said candidate without any notice or financial obligation to the recruiter or agency/Firm. Carmel Partners reserves the right to retain, use, transfer and distribute any resumes and candidate profiles that are submitted, including those submitted to hiring managers.

Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.