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Job summary
A real estate investment firm is seeking an Associate in Capital Formation & Investor Relations based in Atlanta. This role emphasizes building relationships with high-net-worth individuals and family offices, supporting fundraising initiatives, and preparing investor materials. The successful candidate will have 2-5 years of relevant financial experience, strong analytical skills, and a proactive approach to communication. Ideal for someone motivated to engage a diverse investor base and grow commitments through effective relationship-building.
Qualifications
2-5 years of experience in private equity, real estate, capital raising, or related financial services.
Experience with HNWIs, family offices, or private capital sources preferred.
Strong understanding of real estate, private equity, or alternative investment strategies.
Responsibilities
Engage with HNWIs to educate them on offerings and encourage reinvestment.
Support fundraising initiatives across capital markets.
Build relationships with new family offices and qualified investors.
Prepare investor materials including pitch decks and quarterly updates.
Monitor fundraising trends and competitor activity.
Skills
Private equity experience
Relationship building
Analytical skills
Communication
Networking
Tools
Excel
PowerPoint
CRM systems
Job description
A real estate investment firm is seeking an Associate in Capital Formation & Investor Relations based in Atlanta. This role emphasizes building relationships with high-net-worth individuals and family offices, supporting fundraising initiatives, and preparing investor materials. The successful candidate will have 2-5 years of relevant financial experience, strong analytical skills, and a proactive approach to communication. Ideal for someone motivated to engage a diverse investor base and grow commitments through effective relationship-building.