Our client is an integrated real estate investment firm. They seek a Investor Services Associate to join their Manhattan, NY office.
Responsibilities
Manage the full LP investor lifecycle, including onboarding, subscription processing, CRM ownership, cap table management, IRA custodian coordination, FMV reporting, offering document administration, and preparation of investor communications, presentations, and factsheets
Respond to LP inquiries regarding fund reporting, capital activity, and investor-related requests while managing the investor relations inbox
Draft and distribute investor communications, including capital calls, distributions, quarterly reports, annual financial statements, and fund updates
Maintain accurate investor records, subscription documentation, funding status, and CRM data throughout the investment lifecycle
Coordinate subscription execution, onboarding workflows, wire instructions, and funded commitment confirmations with fund administrators
Support capital raising initiatives by preparing offering materials, investor presentations, due diligence responses, and maintaining the investor data room
Collaborate with fund administrators, legal counsel, and accounting teams to ensure accurate investor records, reporting, and transaction processing
Monitor capital calls, distributions, redemption activity, and perform quality control reviews of investor communications and documentation
Organize investor meetings, webinars, conferences, and firm-sponsored events, including scheduling, logistics, materials, and follow-up
Enhance investor relations processes through workflow improvements, automation, and technology tools to increase operational efficiency
Requirements
5+ years of experience in investor relations, client services, or operations within real estate private credit, private equity, or alternative investments
Experience at a small to mid-sized platform with direct ownership over investor processes preferred
Familiarity with fund administration and investor reporting platforms (Agora, Yardi)
Experience managing subscription documents, onboarding workflows, and capital activity
