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Our client is an integrated real estate investment firm. They seek a Investor Relations Operations Associate to join their Manhattan, NY office.ResponsibilitiesManage 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 factsheetsRespond to LP inquiries regarding fund reporting, capital activity, and investor-related requests while managing the investor relations inboxDraft and distribute investor communications, including capital calls, distributions, quarterly reports, annual financial statements, and fund updatesMaintain accurate investor records, subscription documentation, funding status, and CRM data throughout the investment lifecycleCoordinate subscription execution, onboarding workflows, wire instructions, and funded commitment confirmations with fund administratorsSupport capital raising initiatives by preparing offering materials, investor presentations, due diligence responses, and maintaining the investor data roomCollaborate with fund administrators, legal counsel, and accounting teams to ensure accurate investor records, reporting, and transaction processingMonitor capital calls, distributions, redemption activity, and perform quality control reviews of investor communications and documentationOrganize investor meetings, webinars, conferences, and firm-sponsored events, including scheduling, logistics, materials, and follow-upEnhance investor relations processes through workflow improvements, automation, and technology tools to increase operational efficiencyRequirements5+ years of experience in investor relations, client services, or operations within real estate private credit, private equity, or alternative investmentsExperience at a small to mid-sized platform with direct ownership over investor processes preferredFamiliarity with fund administration and investor reporting platforms (Agora, Yardi)Experience managing subscription documents, onboarding workflows, and capital activityExcellent written and verbal communication skillsStrong organizational skillsHigh level of professionalismJobID: 48428
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Our client is an integrated real estate investment firm. They seek a Investor Relations Operations Associate to join their Manhattan, NY office.ResponsibilitiesManage 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 factsheetsRespond to LP inquiries regarding fund reporting, capital activity, and investor-related requests while managing the investor relations inboxDraft and distribute investor communications, including capital calls, distributions, quarterly reports, annual financial statements, and fund updatesMaintain accurate investor records, subscription documentation, funding status, and CRM data throughout the investment lifecycleCoordinate subscription execution, onboarding workflows, wire instructions, and funded commitment confirmations with fund administratorsSupport capital raising initiatives by preparing offering materials, investor presentations, due diligence responses, and maintaining the investor data roomCollaborate with fund administrators, legal counsel, and accounting teams to ensure accurate investor records, reporting, and transaction processingMonitor capital calls, distributions, redemption activity, and perform quality control reviews of investor communications and documentationOrganize investor meetings, webinars, conferences, and firm-sponsored events, including scheduling, logistics, materials, and follow-upEnhance investor relations processes through workflow improvements, automation, and technology tools to increase operational efficiencyRequirements5+ years of experience in investor relations, client services, or operations within real estate private credit, private equity, or alternative investmentsExperience at a small to mid-sized platform with direct ownership over investor processes preferredFamiliarity with fund administration and investor reporting platforms (Agora, Yardi)Experience managing subscription documents, onboarding workflows, and capital activityExcellent written and verbal communication skillsStrong organizational skillsHigh level of professionalismJobID: 48428
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