Operations and Investor Relations Manager
About The Position
We are partnering confidentially with a well-established investment firm to fill this role. Our client is a 23-year-old investment firm providing commercial real estate services to accredited investors — sponsored investments, advisory services, 1031 exchange structuring, asset management, portfolio analysis, and consulting. The firm pursues opportunistic real estate investments across the western U.S., focused on value-add repositioning, ground-up development, and asset management of multifamily, industrial, and retail assets. It partners with 250+ high-net-worth families, accredited individuals, and select institutional investors, most of whom are repeat investors.
Requirements
- High judgment and discretion with confidential financial, personal, employee, and investor information.
- Proven ability to research, troubleshoot, and deliver finished solutions independently
- Strong accuracy in written work and follow-through
- Excellent drafting/editing skills for HNW investors and senior leaders
- Comfortable balancing long-term projects with daily execution
- Quick to adopt new productivity, CRM, and operational tools
- 4+ years in operations, executive support, investor relations, or HR — ideally in commercial real estate, private equity, or wealth management
- Bachelor's degree in Business, Communications, Finance, or equivalent experience
Responsibilities
- Provide confidential administrative and personal support to the CEO; manage calendar, scheduling, travel, expenses, and meeting prep (agendas, materials, follow-ups); coordinate across investments, asset management, accounting, IR, and leadership; manage vendors, IT consultants, and software subscriptions; plan off sites, investor gatherings, and company events.
- Serve as primary contact for routine and elevated investor inquiries; independently prepare marketing decks, LP reporting, quarterly updates, capital call notices, and distribution communications; maintain data integrity across the investor database/portal; manage investor appreciation initiatives (gifting, events).
- Coordinate with third-party HR provider on payroll, benefits, personnel records, and multi-state compliance; maintain employee handbook and compliance postings; support onboarding; help plan quarterly off sites and team events.
- Identify workflow bottlenecks and implement software/process improvements; draft and maintain SOPs across departments; execute ad hoc projects as directed by leadership.
Benefits
- Medical, dental, and vision coverage
- 401(k) with employer contributions
- Clear growth path and expanded scope
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What This Job Offers
Job Type
Full-time
Career Level
Mid Level
