Senior Associate, Investor Services

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

Job summary

Carmel Partners, in San Francisco, seeks a Senior Associate, Investor Services to join the Investor Relations team. You will shape investor communications, materials and presentations used by senior leadership and manage the data and processes that support fundraising and investor outreach.

The role requires 4+ years in private real estate or private equity fund experience, a finance/business/economics background (MBA preferred), and advanced MS Office skills.

Qualifications

• Bachelor’s degree in finance, business or economics required; MBA preferred.
• 4+ years of relevant experience in private real estate or private equity funds, or related investor relations roles.
• Strong ability to translate complex financial data into concise formats; advanced MS Office skills.

Responsibilities

• Craft fundraising materials, quarterly investor communications and presentations for senior leadership.
• Support SVP as a primary contact for a sophisticated institutional investor base; handle diligence questions and data requests.
• Lead end-to-end capital raising support: materials, fund documents, and prospecting research.
• Partner with SVP on investor events from concept to execution; manage related materials.
• Identify and implement process improvements to scale the investor services function.
• Own the data infrastructure behind investor relations—CRM, Qvidian, Preqin/Evestment, MS Office tools and AI tools.

Skills

MS Office

PowerPoint

Excel

Word

Education

Bachelor's degree in finance/business/economics

MBA preferred

Tools

MS Office

PowerPoint

Excel

Word

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 Services in our San Francisco Office. The Investor Services Team sits underneath the Investor Relations team at Carmel Partners.

Carmel's Investor Relations team is the connective tissue between the Firm and the institutional investors whose capital funds everything we build. The Senior Associate sits at the center of that work: shaping how Carmel's strategy, performance and story reach a sophisticated investor audience and owning the systems and materials the team relies on to do it. Reporting to the Senior Vice President, this is a high-visibility role for someone who wants deep exposure to institutional capital, real estate investment strategy and Firm leadership — and who takes pride in work that is both intellectually rigorous and impeccably executed.

What you’ll do

Craft the materials that shape how institutional investors see Carmel — fund marketing collateral, quarterly investor communications and presentations used by senior leadership — bringing a strong point of view on content, design and messaging

• Support SVP as a trusted point of contact for a sophisticated institutional investor base, fielding and resolving diligence questions, data requests and ad-hoc inquiries with precision and judgment
• Support the Firm's capital raising efforts end-to-end: building fundraising materials, facilitating fund offering documents process and preparing the qualitative and quantitative research that informs prospecting strategy
• Partner directly with the SVP on investor events — owning project management from concept through execution, including the materials that go with them
• Identify and lead process improvements across the department, turning manual work into scalable systems as the team and the platform grow
• Own the data infrastructure behind investor relationships — CRM, Qvidian, Preqin/Evestment, the Microsoft Office suite and emerging AI tools — keeping records, lists and reporting accurate and audit-ready
• Help manage the day-to-day operations that keep the function moving, including the IR group inbox, list management and data reconciliation

What you’ll bring

• A bachelor’s degree in a relevant field such as finance, business or economics; MBA preferred
• 4+ years of relevant experience — private real estate or private equity funds preferred, though we welcome strong candidates from investor relations, investment consulting, asset management, investment banking or fund administration backgrounds
• 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
• Comfort working with financial data and models, 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.

Carmel Partners is an Equal Opportunity Employer, committed to providing employees with a work environment free of discrimination and harassment. Employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, gender, gender identity, gender expression, sexual orientation, pregnancy and reproductive decisions, family or parental status, national origin, age, disability, veteran status or any other status protected under local, state or federal laws.

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.