Investor Relations Associate

Job Summary
The Investor Relations position is a critical role within our organization, responsible for managing communication between the company and its investors,.

The ideal candidate will possess strong financial acumen and a deep understanding of investment management, real estate, and public relations. This role requires excellent communication skills to present complex financial information clearly and effectively to various stakeholders.

Duties

• Develop and maintain relationships with current and potential investors to foster trust and transparency.
• Fund Raising from our current and potential accredited investors.
• Prepare and present financial reports, earnings releases, and other relevant materials to investors.
• Collaborate with the finance team to ensure accurate representation of the company’s financial health.
• Organize investor meetings, conference calls, and presentations to communicate company performance and strategic direction.
• Monitor investor sentiment and feedback to provide insights for management decisions.

Responsibilities

• Conduct discovery calls, virtual meetings, and in-person presentations with accredited investors.
• Manage relationships with new and existing investors throughout the full investment lifecycle.
• Handle both inbound and outbound investor leads (cold and warm outreach).
• Maintain detailed and organized investor records using CRM tools.
• Develop and implement strategies to generate new investor leads and expand the investor base.
• Collaborate with the Sales Director and executive leadership to meet quarterly fundraising goals.
• Participate in ongoing training and professional development sessions through Cardone University.

Qualifications

• Bachelor’s degree in Finance, Business Administration, or a related field; advanced degree preferred.
• 2+ years of proven experience in capital raising, real estate sales, private equity, or investment advisory.
• Strong communication and interpersonal skills with the ability to build trust with high-net-worth investors.
• Deep understanding of real estate investment concepts (e.g., multifamily, new developments, equity funds).
• Great English required; Spanish or Hebrew a plus.
• Strong work ethic, self-motivated, and goal-oriented personality.
• Professional demeanor and ability to represent the company in meetings and investor events.
• No FINRA license required (position operates under Reg D 506(c) exemption).
• Sales experience in real estate and fund raising.
• Strong understanding of real estate investment management principles and practices.
• Exceptional verbal and written communication skills with the ability to present complex information clearly.

This position offers an exciting opportunity for individuals looking to advance their careers in investor relations within a dynamic organization committed to excellence.

Job Type: Full-time

Pay: From $60,000.00 per year

Benefits:

• Employee discount
• Health insurance
• Professional development assistance

Experience:

• Microsoft Powerpoint: 1 year (Required)
• Fundraising: 2 years (Preferred)
• Sales: 2 years (Required)
• B2B sales: 1 year (Preferred)

Work Location: In person