Senior Associate, Investor Relations

Mackenzie Stuart; San Francisco (CA); On-site; USD 120,000 - 180,000; Full time

Job summary

Mackenzie Stuart is seeking an Investor Relations professional in San Francisco to connect the firm with institutional partners. This role reports to senior leadership and provides exposure to communications, capital strategy, and relationship management.

Candidate will develop materials, manage inquiries, and coordinate fundraising efforts while overseeing CRM and workflows in a fast-paced environment.

Qualifications

• 4+ years in investor relations or related finance field.
• Strong understanding of financial markets, investment vehicles, and institutional investor reporting.
• Advanced proficiency in Microsoft PowerPoint and Excel, with ability to present complex information clearly.
• Highly organized, detail-oriented with strong communication and prioritization skills.

Responsibilities

• Develop and maintain investor-facing materials, including presentations and fundraising collateral.
• Serve as primary contact for investor inquiries, due diligence and relationship management.
• Support capital raising initiatives through research, reporting, and fundraising coordination.
• Manage investor data, CRM systems, and operational workflows while driving process improvements.

Skills

Investor relations

Real estate

Private equity

Investment management

Capital raising

Tools

PowerPoint

Excel

Job description

Join a leading real estate investment and development platform with a strong institutional capital base. This high-visibility role sits within the Investor Relations function and serves as a key link between the firm and its investment partners. Reporting to senior leadership, the position offers broad exposure to investor communications, capital raising, investment strategy, and relationship management.

Key Responsibilities

• Develop and maintain investor-facing materials, including presentations, fundraising collateral, and periodic communications.
• Serve as a primary contact for investor inquiries, due diligence requests, and ongoing relationship management support.
• Support capital raising initiatives through research, reporting, and coordination of fundraising processes.
• Manage investor data, CRM systems, and operational workflows while driving process improvements and efficiencies.

Requirements

• 4+ years of experience in investor relations, real estate, private equity, investment management, fund administration, or a related field.
• Strong understanding of financial markets, investment vehicles, and institutional investor reporting.
• Advanced proficiency in Microsoft Office, particularly PowerPoint and Excel, with the ability to present complex information clearly.
• Highly organized, detail-oriented professional with strong communication skills and experience managing multiple priorities in a fast-paced environment.