Senior Associate, Investor Services

Work at Carmel Partners•San Francisco, CA

1d•Onsite

About The Position

Carmel Partners is seeking a Senior Associate, Investor Services in its San Francisco Office. This role is part of the Investor Relations team, which serves as the liaison between the firm and its institutional investors. The Senior Associate will be responsible for shaping how Carmel's strategy, performance, and story are communicated to investors, and for managing the systems and materials the team uses. This is a high-visibility position offering exposure to institutional capital, real estate investment strategy, and firm leadership, requiring both intellectual rigor and meticulous execution.

Requirements

A bachelor’s degree in finance, business, economics, or a related field.
4+ years of relevant experience in private real estate or private equity funds, investor relations, investment consulting, asset management, investment banking, or fund administration.
Comprehensive understanding of broad financial markets and indices.
Demonstrated track record of successfully building and managing processes.
Ability to translate complex financial data and topics into concise, consumable formats.
Comfort working with financial data and models 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.
Ability to thrive in a dynamic and fast-paced environment.
Deep intellectual curiosity and the desire to apply technical skills to drive value and shape investment strategy.
Excellent organization and time management skills, with the ability to manage and execute multiple quantitative projects simultaneously.
Exceptional communication, presentation, and interpersonal skills.
Values relationships and 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

Craft marketing collateral, quarterly investor communications, and presentations for senior leadership, with a focus on content, design, and messaging.
Serve as a point of contact for institutional investors, addressing diligence questions, data requests, and ad-hoc inquiries.
Support capital raising efforts by building fundraising materials, facilitating the offering document process, and preparing research for prospecting strategy.
Partner with the SVP on investor events, managing projects from concept to execution, including associated materials.
Identify and lead process improvements within the department, developing scalable systems from manual processes.
Manage the data infrastructure for investor relationships, including CRM, Qvidian, Preqin/Evestment, and Microsoft Office Suite, ensuring data accuracy and audit readiness.
Oversee day-to-day operations of the Investor Relations group, including managing the IR inbox, list management, and data reconciliation.