Senior Associate, Investor Relations

Work at Carmel Partners•San Francisco, CA

3d•Onsite

About The Position

Carmel Partners, a leading real estate investment management specialist, is seeking a Senior Associate, Investor Relations for its San Francisco Office. This role, reporting to the Senior Vice President, Investor Services, is crucial for the team's operations. Responsibilities include creating marketing collateral, managing investor communications and engagements, responding to investor inquiries, and supporting fundraising efforts. The ideal candidate will be adept at navigating finance, real estate, and communication.

Requirements

A bachelor’s degree in a relevant field such as finance, business or economics; MBA preferred
A minimum of 5+ years of experience in private real estate investment funds and/or private equity with institutional investors
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
Strong understanding of financial modeling 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
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
Applicants must be authorized to work in the U.S.A.

Nice To Haves

MBA preferred

Responsibilities

Ensure the ownership and execution of daily operations, including IR group inbox maintenance, list management, data reconciliation and integrity and handling of ad-hoc investor requests
Collaborate in the creation and evolution of investor communications and marketing materials, bringing a strong creative eye for content design, messaging and presentation
Maintain current operational functions while pinpointing and leading efficiencies and process enhancements across the department
Uphold comprehensive records across a diverse suite of systems, including CRM, Qvidian, Preqin/Evestment, full Microsoft Office Suite, Claude/other AI familiarity, among others
Partner with SVP on the project management of all investor event planning and associated marketing materials
Support the production of fund offering documents
Collaborate on the development of materials and support mechanisms for nurturing existing and cultivating new investor relationships, inclusive of the creation of fundraising materials and ongoing fundraising support
Prepare both qualitative and quantitative reports and conduct requested research for prospecting