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About the Role

The Senior Associate, Investor Relations is a key contributor to the team’s core operations, encompassing creating sophisticated marketing collateral, orchestrating and managing communications and investor engagements, promptly addressing investor queries and participating in fundraising initiatives. This position requires a dynamic individual who can efficiently navigate the intersection of finance, real estate and communication.

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

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.

Skills

MS Office Suite
PowerPoint
Excel
Word
CRM
Qvidian
Preqin/Evestment
Claude/other AI
Financial modeling
Data and analytics tools

Location

San Francisco

Work Type

Full-time

Experience Level

Senior Associate
5+ years of experience

Education Level

Bachelor's degree in finance, business or economics
MBA preferred

Salary/Compensations

$145K to $155K
Bonus incentive

Benefits

Competitive compensation
Comprehensive benefits package

About the Company

Carmel Partners is one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development and construction of multifamily real estate.
Carmel Partners' mission is to create exceptional multifamily communities that enrich lives and neighborhoods.
Founded in 1996, Carmel is one of the nation’s leading specialists in real estate investment management, focusing on U.S. multifamily development and construction, renovation and debt investments.
Through its vertically integrated platform, Carmel seeks to achieve superior risk-adjusted returns across market cycles by investing in relatively supply-constrained, high-barrier-to-entry markets in the United States.

Equal Opportunity

Carmel Partners is committed to equitable hiring and promotion practices.
We lead with integrity and believe in building a diverse and inclusive workplace, rooted in a culture of mutual respect.
By welcoming varied backgrounds, perspectives and ideas, we cultivate engagement and a sense of belonging that creates community within, so Carmel can build communities that thrive.
Carmel Partners is an Equal Opportunity Employer, committed to providing employees with a work environment free of discrimination and harassment.
Employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, gender, gender identity, gender expression, sexual orientation, pregnancy and reproductive decisions, family or parental status, national origin, age, disability, veteran status or any other status protected under local, state or federal laws.