Investor Relations Associate - Direct Retail Fundraising

About the Role

Were seeking a high-performing Investor Relations Associate with a track record of raising capital from retail investors through direct response marketing funnels (e.g., paid social, YouTube pre-roll, native ads, webinars). This role sits at the crossroads of digital marketing, investor education, and capital formation - ideal for someone who knows how to turn cold leads into committed capital.

You'll take full ownership of the investor journey, from initial outreach to final close, with the support of cutting-edge marketing tools, CRM systems, and a collaborative team thats deeply committed to building long-term investor relationships.

Role Responsibilities

• Lead Management & Conversion : Engage and convert inbound leads from paid campaigns through structured outreach, email sequences, and personalized follow-ups.
• Investor Qualification : Assess accreditation, capital availability, timing, and fit with fund strategy.
• Investor Experience : Provide high-touch, white-glove guidance from first touchpoint to signed docs, ensuring responsive and compliant communication.
• Education & Representation : Clearly explain investment thesis, deal structures, risk factors, and target returns to prospective investors.
• Capital Raising Support : Raise new commitments for funds, co-investments, and joint ventures while managing follow-on investments from existing LPs.
• Content & Reporting : Prepare investor-facing materials including presentations, webinars, reports, and memoranda; assist with due diligence responses.
• Pipeline Management : Track funnel performance in CRM / automation tools and report on engagement, conversion, and capital raised.
• Collaboration : Partner with senior leadership to close larger commitments or navigate complex investor scenarios.
• Operational Support : Assist with capital calls, distributions, and preparation of organizational charts or deal summaries.
• Market Insights : Synthesize portfolio data and key real estate trends into viewpoints that strengthen investor conversations.

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