Sr Associate, Investor Services

CFA Institute; San Francisco (CA); On-site; USD 120,000 - 170,000; Full time

Job summary

Carmel Partners is seeking a Senior Associate, Investor Services in our San Francisco office. You will craft materials that shape how institutional investors view Carmel’s strategy and performance, while owning systems and reporting used by the Investor Relations team.

You’ll work closely with the SVP, coordinating fundraising activities, responding to diligence inquiries, and ensuring data accuracy across CRM and analytics tools in a fast-paced setting.

Qualifications

• A bachelor’s degree in a relevant field such as finance, business or economics; MBA preferred
• 4+ years of relevant experience in private real estate, private equity funds, or investor relations roles

Responsibilities

• Craft investor materials and fundraising collateral, including quarterly communications and leadership presentations
• Support SVP as a trusted contact for a sophisticated institutional investor base, handling diligence questions and data requests
• Build and maintain fundraising materials and offering documents, and prepare qualitative and quantitative research for prospecting
• Partner with the SVP on investor events from concept to execution with related materials
• Identify and lead process improvements to scale the investor services function
• Own the data infrastructure for investor relations, including CRM, Qvidian, and data reporting
• Support day-to-day operations of the IR group inbox, data reconciliation, and list management
• Contribute to Carmel Partners’ mission to create exceptional multifamily communities across the U.S.

Skills

Investor relations

Finance knowledge

Communication

Project management

Data analysis

Attention to detail

Presentation skills

Adaptability

Education

Bachelor’s degree in finance, business, or economics

MBA preferred

Tools

CRM

Qvidian

Preqin/Evestment

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

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.

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