Associate, Investor Relations

Rex•Austin, TX

1d•Remote

About The Position

Rex is seeking an Associate, Investor Relations to own the onboarding and ongoing stewardship of its growing LP base. As capital formation accelerates across the platform, this hire is critical to ensuring every investor, from the moment capital is committed through years of partnership, experiences Rex with precision, consistency, and warmth. This role is anchored by three core mandates. First, own investor onboarding: once capital is committed, take full ownership of getting wires cleared and funding confirmed, coordinating subscription documents and e-signature workflows, then guide new LPs through their first year, building a seamless, high-touch introduction to the Rex platform and community. Second, steward LP communications with precision: lead delivery of weekly insights, monthly updates, quarterly reports, livestreams, and our annual investor summit with Peter Rex and senior leadership, maintaining institutional-grade transparency and trust at every touchpoint. Third, build and scale investor community: leverage CRM and AI-driven tools, including Claude, to keep communications warm and personal as the base grows, fostering a true Rexan community that drives reinvestment and deepens engagement over time. The ideal candidate has 3+ years of experience in investor relations, capital markets, wealth management or family office client service, fund administration, or high-touch client success in financial services, with a demonstrated ability to manage relationships and communications with precision and care. They are digitally native and AI-fluent, comfortable using technology to scale high-touch experiences without losing warmth or authenticity. Program-oriented and detail-obsessed, they execute flawlessly under a recurring cadence of deliverables while translating complex financial and strategic information into clear, compelling narratives. Must be missionary to the bone, viewing investor trust as a calling, not a transaction, and deeply committed to catalyzing human flourishing through stewardship. Fully remote, with preference for Austin as home base.

Requirements

Bachelor's degree in finance, business, communications, or a related field preferred.
3+ years of experience in investor relations, capital markets, wealth management or family office client service, fund administration, or high-touch client success within financial services, ideally with exposure to real estate or private equity.
Demonstrated ability to manage relationships and communications with precision, consistency, and care under a recurring operational cadence.
Digitally native and AI-fluent, with genuine comfort using CRM platforms and AI tools such as Claude or ChatGPT to scale high-touch experiences.
Strong written and verbal communication skills, with the ability to translate complex financial and strategic information into clear, compelling narratives for a sophisticated investor audience.
Highly organized, detail-obsessed, and comfortable owning operational processes (wires, funding confirmations, subscription docs, reporting deadlines) where accuracy is non-negotiable.
Experience with investor CRM or IR platforms preferred (e.g., InvestNext, SyndicationPro, or similar); familiarity with fund administration systems such as Yardi or Juniper Square a plus.
Comfortable coordinating livestream and event production tools (e.g., Zoom, Riverside, or similar) for investor-facing broadcasts and summits.
Program-oriented mindset: able to execute flawlessly against a fixed cadence of deliverables while still bringing warmth and personal touch to each interaction.
Comfortable working cross-functionally with capital formation, fund accounting, and asset management to keep investor-facing information accurate and current.
Genuine relationship-builder who sees investor trust as a long-term asset to be earned and protected, not a transaction to be closed.
Deeply aligned with Rex's mission to catalyze human flourishing through stewardship.

Nice To Haves

Preference for Austin as home base.

Responsibilities

Own investor onboarding end to end, from capital commitment through wire clearance and funding confirmation, managing subscription documents and e-signature platforms (e.g., DocuSign or similar) to ensure a smooth, error-free start for every new LP.
Guide new investors through their first year on the platform, building a structured, high-touch introduction to Rex's people, products, and community.
Lead the delivery of the recurring investor communications cadence, including weekly insights, monthly updates, and quarterly reports, maintaining institutional-grade transparency and consistency.
Coordinate and help execute investor-facing livestreams and the annual investor summit, managing production logistics (streaming platforms such as Zoom or Riverside, event coordination) alongside Peter Rex and senior leadership.
Maintain accurate, up-to-date investor records and activity in the CRM, ensuring every touchpoint is tracked and every relationship has full context.
Leverage AI-driven tools, including Claude, to personalize and scale communications as the LP base grows, without sacrificing warmth or authenticity.
Build and nurture a genuine investor community that drives reinvestment, referrals, and long-term engagement with the Rex platform.
Translate complex financial, fund, and deal-level information into clear, compelling narratives for a sophisticated but non-institutional investor audience.
Partner closely with capital formation, fund accounting, and asset management, staying fluent in fund administration and reporting systems (e.g., Yardi, Juniper Square, or similar) to ensure investor communications reflect accurate, current information.
Identify friction points in the investor experience and continuously improve onboarding, reporting, and engagement processes.
Serve as a trusted point of contact for LP questions, requests, and relationship needs, embodying Rex's stewardship ethos in every interaction.