San Francisco, California, United States · On-site
$145k–$155k/yr
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Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development and construction of multifamily real estate, is seeking a Senior Associat…
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$145k–$155k/yr
Full-time
bachelor degree, postgraduate degree
Bonus Incentive, Comprehensive Benefits Package
Posted 29d ago
~40 hrs/week
Responsibilities
The Senior Associate manages daily investor relations operations, including communications, data integrity, and the creation of sophisticated marketing materials. They also support fundraising initiatives and the production of fund offering documents under the supervision of the SVP.
Requirements
Candidates need a bachelor's degree in finance or a related field and at least 5 years of experience in private real estate or private equity funds. Proficiency in MS Office and a strong ability to translate complex financial data into consumable formats are required.
Full job description
Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development and construction of multifamily real estate, is seeking a SeniorAssociate, Investor Relations in our San FranciscoOffice.
The Senior Associate, under the supervision of the Senior Vice President, Investor Services, is a key contributor to the team’s core operations. The role encompasses 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.
What you’ll do
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
What you’ll bring
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
Who you are
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
Compensation and Benefits
Compensation and benefits play a key role in your choice of employer, and our goal is to invest in you and your experience here. You’ll find competitive compensation and a comprehensive benefits package at Carmel.
Basecompensation range $145K to $155K. Total compensation for this role also includes a bonus incentive in addition to the base salary. The Company reserves the right to ultimately pay more or less than the posted range and to offer additional benefits and other compensation, depending on circumstances unrelated to an applicant’s sex or other protected status under local, state or federal law.
Choose Carmel
At Carmel Partners, our 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.
Visa Sponsorship: Carmel Partners is currently unable to sponsor or assume sponsorship of an employment visa for this role. We require that applicants be authorized to work in the U.S.A.
Inclusion Statement
We are 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.
Notice to Third-party Agencies: Carmel Partners has no standing offers to pay referral compensation or recruitment fees for any open positions. Unless a signed agreement provides otherwise, Carmel Partners will not pay any compensation to any employment Firm, staffing agency, recruiter or other third party for any resumes or candidate profiles provided, even if the individual is hired by Carmel Partners. In the event a recruiter or third-party agency/Firm submits a resume or candidate profile without a signed active agreement, Carmel Partners explicitly reserves the right to pursue, and hire said candidate without any notice or financial obligation to the recruiter or agency/Firm. Carmel Partners reserves the right to retain, use, transfer and distribute any resumes and candidate profiles that are submitted, including those submitted to hiring managers.
Related keywords
Real Estate Investment ManagementMultifamily Real EstatePrivate EquityInstitutional InvestorsCRMQvidianPreqinEvestmentClaude AIFinancial MarketsFund Offering DocumentsData AnalyticsInvestor EngagementQuantitative AnalysisQualitative Reporting
Founded in 1996, Carmel Partners is one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development, and construction of luxury multi-family real estate.
Here at Carmel, we don’t just build and invest in buildings; we build and invest in careers
Carmel seeks superior risk-adjusted returns across varying market cycles, executed through its vertically integrated platform in supply-constrained, high barrier-to-entry markets in the U.S.
Since the firm’s founding, Carmel has bought, built, renovated, or developed more than 43,000 apartment units with an estimated value in excess of $13.5 billion. Headquartered in San Francisco, with regional offices in Los Angeles, New York, Seattle, Denver, and Washington, D.C.
Offices: 1000 Sansome Street, First Floor, San Francisco, CA 94111, US · 510 Madison Ave 8th Floor, New York, NY 10022, US · 707 17th St, Denver, CO 80202, US · 429 Santa Monica Blvd, Suite 700, Santa Monica, California 90401, US · 1319 N 38th St, Seattle, Washington 98103, US
Multifamily Real EstateDevelopmentAquisitionsInvestmentConstructionInvestment ManagementPreconstructionAsset Management Construction Management Marketing
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