Senior Associate, Investor Services

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, 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 $170K. 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.