Senior Associate, Investor Relations

Carmel Partners•San Francisco, CA

4d•$145,000 - $155,000•Onsite

About The Position

Carmel Partners, a leading real estate investment management firm, 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. The position involves creating marketing collateral, managing investor communications and engagements, responding to investor inquiries, and supporting fundraising efforts. The ideal candidate will be adept at navigating the intersection of 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.
Authorized to work in the U.S.A.

Nice To Haves

MBA preferred

Responsibilities

Ensure ownership and execution of daily operations, including IR group inbox maintenance, list management, data reconciliation and integrity, and handling ad-hoc investor requests.
Collaborate in the creation and evolution of investor communications and marketing materials, with a strong creative eye for content design, messaging, and presentation.
Maintain current operational functions while identifying and leading efficiencies and process enhancements across the department.
Uphold comprehensive records across various systems, including CRM, Qvidian, Preqin/Evestment, full Microsoft Office Suite, and familiarity with Claude/other AI.
Partner with the SVP on project management for 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, including the creation of fundraising materials and ongoing fundraising support.
Prepare qualitative and quantitative reports and conduct requested research for prospecting.