Associate, Investor Relations

About the Role

Key Responsibilities

• Own investor onboarding end to end, from capital commitment through wire clearance and funding confirmation, managing subscription documents and e-signature platforms (e.g., DocuSign or similar) to ensure a smooth, error-free start for every new LP.
• Guide new investors through their first year on the platform, building a structured, high-touch introduction to Rex's people, products, and community.
• Lead the delivery of the recurring investor communications cadence, including weekly insights, monthly updates, and quarterly reports, maintaining institutional-grade transparency and consistency.
• Coordinate and help execute investor-facing livestreams and the annual investor summit, managing production logistics (streaming platforms such as Zoom or Riverside, event coordination) alongside Peter Rex and senior leadership.
• Maintain accurate, up-to-date investor records and activity in the CRM, ensuring every touchpoint is tracked and every relationship has full context.
• Leverage AI-driven tools, including Claude, to personalize and scale communications as the LP base grows, without sacrificing warmth or authenticity.
• Build and nurture a genuine investor community that drives reinvestment, referrals, and long-term engagement with the Rex platform.
• Translate complex financial, fund, and deal-level information into clear, compelling narratives for a sophisticated but non-institutional investor audience.
• Partner closely with capital formation, fund accounting, and asset management, staying fluent in fund administration and reporting systems (e.g., Yardi, Juniper Square, or similar) to ensure investor communications reflect accurate, current information.
• Identify friction points in the investor experience and continuously improve onboarding, reporting, and engagement processes.
• Serve as a trusted point of contact for LP questions, requests, and relationship needs, embodying Rex's stewardship ethos in every interaction.

Ideal Candidate Profile

• Bachelor's degree in finance, business, communications, or a related field preferred.
• 3+ years of experience in investor relations, capital markets, wealth management or family office client service, fund administration, or high-touch client success within financial services, ideally with exposure to real estate or private equity.
• Demonstrated ability to manage relationships and communications with precision, consistency, and care under a recurring operational cadence.
• Digitally native and AI-fluent, with genuine comfort using CRM platforms and AI tools such as Claude or ChatGPT to scale high-touch experiences.
• Strong written and verbal communication skills, with the ability to translate complex financial and strategic information into clear, compelling narratives for a sophisticated investor audience.
• Highly organized, detail-obsessed, and comfortable owning operational processes (wires, funding confirmations, subscription docs, reporting deadlines) where accuracy is non-negotiable.
• Experience with investor CRM or IR platforms preferred (e.g., InvestNext, SyndicationPro, or similar); familiarity with fund administration systems such as Yardi or Juniper Square a plus.
• Comfortable coordinating livestream and event production tools (e.g., Zoom, Riverside, or similar) for investor-facing broadcasts and summits.
• Program-oriented mindset: able to execute flawlessly against a fixed cadence of deliverables while still bringing warmth and personal touch to each interaction.
• Comfortable working cross-functionally with capital formation, fund accounting, and asset management to keep investor-facing information accurate and current.
• Genuine relationship-builder who sees investor trust as a long-term asset to be earned and protected, not a transaction to be closed.
• Deeply aligned with Rex's mission to catalyze human flourishing through stewardship.

• Customer Fanatic. We fanatically focus on customers, seeking to ever-deliver more value, and inventing and innovating on their behalf.
• Product/Service Passion. Our business thrives or dies by products and services.
• Ludicrous Speed. Our default pace is extremely fast. Time is precious, life is short, and moving fast is more fun and effective.
• FAWOMO. We will find a way, or make one.
• Loves Going to War. Prefers wartime to peacetime, always hungry to move forward, do more, and push growth.
• Chutzpah. Nothing ventured, nothing gained. Fortune favors the bold. Duc in altum.
• Fun. We should only do work, over the long run, that is fun, and work with fun people. Jokes and humor welcomed, PC stuff and uptight behavior prohibited.
• Never-Lose-Money Approach. Protects the downside, using careful analysis before deploying significant resources, and ensuring cash is plentiful, never risking what others have and need for what they do not have and do not need.
• Other-Centered. Idealist, desperate more than anything to leave an impact with their life by helping other people, seeing money as a means to serve.
• Creative Cost Cutting Constantly. There is always a smarter way, always room to cut, always ways to do more with less. A cost advantage is a competitive edge.
• Fewer, More Capable. Bias to as lean of a team as possible, with the highest competency, reducing communication and coordination, creating more effectiveness.
• Underdogs. What we have done is nothing compared to what we are going to achieve now. We are fighting to be the best, clawing and biting up and forward, aiming to be the champs, be number one. Scrappy AF no matter how much we accomplish. We have never arrived in our minds. We are the underdogs always.
• Other Attributes Valued. Point-blank forthrightness in conversation with teammates, brutally facing problems. Velvet glove with iron fist in human dealings. Shrewd as a serpent innocent as a dove. Hardcore work hustle. Invictus mentality. Swagger with humility. Quiet professionalism. Thrifty and not materialistic. Loves who they work with, loves what they do, and loves who we serve.

• Comprehensive health, dental, and vision insurance
• 401(k) with company matching
• Fully remote work environment