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Investor Relations Analyst
EquityMultipleNew York, NY, US30+ days ago
Job type
- Full-time
Job descriptionGuide new investors through account creation and setup process Verify investor documents and manage KYC / AML compliance requirements Maintain accurate investor records and update CRM systems Administer IRA accounts including document collection, funding coordination, and processing Support new offering launches and funding rounds Assist investors with capital calls and funding transactions Conduct accreditation verification and funding confirmations Bachelor's degree 1-3 years of experience in customer service, operations, or financial services Strong written and verbal communication skills Proficiency in CRM systems (Salesforce), Microsoft Office Suite, and Google Suite Detail-oriented with strong organizational and multitasking abilities Ability to work in a fast-paced environment and handle sensitive financial information Preferred Degree in Finance, Business, or related field Experience with investor relations or client services in financial services Familiarity with alternative investment platforms Experience with Intercom or similar customer service platforms Experience with project management software (Asana, Slack, etc.) Basic understanding of investment products and financial markets Compensation Range : $75,000 $95,000. Compensation range is approximate and will be based on a candidate's skills, experience, location, and internal equity. Competitive benefits package that includes healthcare, 401k matching, unlimited paid time off, wellness benefits, and more.
Investor Relations Analyst
EquityMultiple is on a mission to transform real estate investing through technology and bring transformative wealth creation to a broader demographic of investors. We're a 35-person startup headquartered in New York City making waves in the real estate crowdfunding space.
The Role
We are seeking a detail-oriented Investor Relations Analyst to serve as the primary point of contact for current investors while managing critical operational functions that support the investor lifecycle. This role combines frontline customer service with behind-the-scenes operations to ensure seamless investor experiences from onboarding through ongoing account management and investment transactions. Working in a fast paced startup, this role will involve significant cross-functional collaboration and direct work with senior management and stakeholders.
The Responsibilities
Investor Communication & Support
- Provide first-line support via web chat, phone, and email for investor inquiries
- Respond to frequently asked questions and general platform inquiries, escalating as needed
- Manage bug reporting and coordinate with technical teams
Investor Onboarding & Account Administration
Investment Operations Support
The Qualifications
The Pay and Perks
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Analyst • New York, NY, US
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