Analyst, Investor Relations

2 months ago

San Francisco, United States Carmel Partners, Inc. Full time

San Francisco Corp
1000 Sansome Street
First Floor
San Francisco, CA 94111, USA

Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an Analyst, Investor Relations in our San Francisco Corporate Office.

The Investor Relations Analyst, under the supervision of the Vice President, Head of Investor Services, will be tasked with supporting the team’s primary functions. These include the initial preparation of marketing materials, the coordination of communications, materials, and meetings with investors, tracking investor inquiries to ensure timely response, systems management and organization, and aiding in fundraising activities. Attention to detail and accuracy are critical to the success of this position.

What you’ll do

  • Support the daily operations including IR communications management (e.g. IR group inbox management, list administration, etc.), data reconciliation, integrity checks, and handling ad-hoc investor requests.
  • Support the development, production, ongoing updates, and compliance approval of all marketing materials including pitch books, PPM, DDQ, investor conference slides, and other materials. This will require coordination with several teams across the organization.
  • Develop graphics and produce analytics in Excel and PowerPoint.
  • Assist with responding to industry database questionnaires (e.g., Preqin, IREI, P&I).
  • Support the CRM (Juniper Square) and repository database, ensure data integrity of inputs, and manage the analytics and reporting.
  • Work with the IR team to respond to all investor requests (written and verbal) including managing contact information and wire instruction updates.
  • Work closely with all members of the IR team to support the planning of the annual AGM conference, Mid-Year Investor Call, and other IR related events.
  • Manage property image library.
  • Various administrative tasks which constitute roughly 10%+ of the duties (calendaring, scheduling, data input, etc.)

What you’ll bring

  • Bachelor’s degree in relevant field; finance, business, or economics
  • A minimum of 1+ years’ experience in investment management and/or the real estate industry, with a focus on investor relations or business development
  • Attention to detail and thoroughness is a must
  • Experience with private funds, finance, and accounting is highly desirable
  • Exceptional communication, presentation, and interpersonal skills
  • The ability to distill complex topics into a concise, consumable format
  • Strong proficiency in Microsoft Office Suite, particularly PowerPoint, Excel, and Word
  • Strong project management and process-oriented skill set
  • Ability to thrive in a dynamic and fast-paced environment
  • Must be a team player with a commitment to excellence and a high level of integrity

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 a competitive compensation and comprehensive benefits package at Carmel.

Base compensation range $95,000 to $100,000. 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 offer additional benefits and other compensation, depending on circumstances not related to an applicant’s sex or other status protected by local, state, or federal law.

Choose Carmel

At Carmel Partners, our mission is to create exceptional multifamily communities that enrich lives and neighborhoods.

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.

#J-18808-Ljbffr

  • Investor Relations Analyst

    2 months ago

    San Francisco, United States Sunrun Inc. Full time

    Everything we do at Sunrun is driven by a determination to transform the way we power our lives. We know that starts at the individual employee level. We strive to foster an environment you can thrive in through our commitment to diversity, inclusion and belonging.Sunrun is looking to hire an Associate on the Investor Relations team to help communicate...

  • Analyst, Investor Relations

    1 week ago

    San Francisco, United States Carmel Management, LLC Full time

    Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an Analyst, Investor Relations in our San Francisco Corporate Office. The Investor Relations Analyst, under the supervision of the Vice President, Head of...

  • Investor Relations Analyst

    3 weeks ago

    San Francisco Bay Area, United States Stratos Advisors Full time

    Stratos Advisors, an investor relations firm, has an excellent career opportunity for a highly-driven individual with strong communication skills to join our growing team. This professional will support a team of 2 to 3 senior consultants in the development and execution of the firm's investor relations programs. This is a great opportunity to join a growing...

  • Analyst, Investor Relations

    2 weeks ago

    San Francisco, United States Carmel Partners Full time

    Carmel Partners, one of the nation's leading specialists in real estate investment management, with expertise in the investment, development, and construction of multi-family real estate, is seeking an Analyst, Investor Relations in our San Francisco Corporate Office The Investor Relations Analyst, under the supervision of the Vice President, Head of...

  • VP, Investor Relations

    2 months ago

    San Francisco, United States Women in Payments Full time

    At Talkdesk, we are courageous innovators focused on redefining the customer experience, making the impossible possible for companies globally. We champion an inclusive and diverse culture representative of the communities in which we live and serve. And, we give back to our community by volunteering our time, supporting non-profits, and minimizing our...

  • Strategic Investor Relations Leader

    3 weeks ago

    San Francisco, California, United States Talkdesk Full time

    About This RoleWe are seeking a seasoned Strategic Investor Relations Leader to join our team. As a key member of our executive leadership, you will be responsible for developing and executing a comprehensive investor relations strategy that drives business growth and enhances shareholder value.Responsibilities:Manage relationships with investors, analysts,...

  • VP Investor Relations

    4 weeks ago

    San Francisco, United States CLevelCrossing Full time

    See yourself at Twilio.Join the team as our next VP of Investor Relations.Who we are & why we’re hiringTwilio powers real-time business communications and data solutions that help companies and developers worldwide build better applications and customer experiences. Although we're headquartered in San Francisco, we have presence throughout South America,...

  • Senior Investor Relations Strategist

    3 weeks ago

    San Francisco, California, United States CLevelCrossing Full time

    Are you a seasoned finance expert looking for a new challenge? We are seeking an experienced Senior Investor Relations Strategist to join our team at CLevelCrossing.About the RoleWe are responsible for building strong relationships with investors and analysts to ensure that our company's financial performance is accurately reflected in the market. As a...

  • Investor Relations Lead

    2 days ago

    San Diego, California, United States Neuly Full time

    Job Summary:Neuly is seeking an experienced Investor Relations Lead to join our team. As a key member of our management group, you will be responsible for leading the execution of our investor relations strategy, developing and maintaining comprehensive knowledge of our company's technologies, strategy, operations, and financial performance, and effectively...

  • Investor Relations Associate

    2 weeks ago

    San Francisco, United States ELCO Consulting Full time

    COMPANY DESCRIPTION: Our client is a multi-billion dollar alternative investment manager based in the Bay Area. The firm works in their office Tuesday - Thursday. JOB DESCRIPTION: Our client seeks an Investor Relations Associate to join the team. Job responsibilities include: -Work with the firms Head of Investor Relations and Head of Business Development...

  • Strategic Investor Relations Leader

    3 weeks ago

    San Diego, California, United States Westcore Full time

    Company OverviewWestcore, a leading commercial real estate company, is seeking an experienced Strategic Investor Relations Leader to drive the expansion of its limited partner base.Estimated Salary: $200,000 - $300,000 per yearJob DescriptionThe successful candidate will be instrumental in developing and executing a comprehensive investor relations strategy,...

  • Investor Relations Specialist

    5 days ago

    San Francisco, California, United States Pantera Full time

    About Pantera CapitalWe are a leading institutional investment firm focused exclusively on bitcoin, digital currencies, and companies in the blockchain ecosystem.Pantera Capital seeks an Investor Relations professional to join our team in San Francisco.Main responsibilities include addressing investor inquiries, participating in investor meetings, processing...

  • Investor Relations Associate

    5 days ago

    San Jose, United States Evolve Talent Partners Full time

    Hiring firm is an investment manager with families of funds focused on primarily in venture capital investments, secondaries, and direct investments.Position Overview:The Investor Relations Team (“IR”) is seeking an Associate to join their team in San Francisco. The IR team is responsible for asset gathering and strategy, investor services and...

  • Investor Relations Associate

    5 days ago

    San Jose, United States Evolve Talent Partners Full time

    Hiring firm is an investment manager with families of funds focused on primarily in venture capital investments, secondaries, and direct investments.Position Overview:The Investor Relations Team (“IR”) is seeking an Associate to join their team in San Francisco. The IR team is responsible for asset gathering and strategy, investor services and...

  • Managing Director Investor Relations

    1 month ago

    San Diego, United States Westcore Full time

    Position SummaryThe Managing Director Investor Relations will be instrumental in Westcore's strategy to expand and diversify its limited partner (LP) base, with a particular emphasis on engaging institutional investors, family offices, and select registered investment advisors (RIAs). Serving as the primary point of contact for investors, this leader will...

  • Vice President of Investor Relations

    3 months ago

    San Francisco, United States Selby Jennings Full time

    Job Overview:A leading real estate investment firm is looking to bring on their first investor relations hire to support the firm's investor relations and capital raising efforts. Key Responsibilities:Develop and execute a comprehensive investor relations strategy that supports the firm's growth and fundraising objectives.Cultivate and maintain relationships...

  • Head of Investor Relations

    2 months ago

    San Diego, United States Selby Jennings Full time

    A leading multi-billion dollar public healthcare company is looking to add a Director of Investor Relations to their team in San Diego or Marlborough, MA.The individual will be essential in shaping and guiding the team's external business analysis. This key role demands a combination of financial expertise, strategic communication abilities, and the talent...

  • Investor Relations, Sr. Manager

    1 week ago

    San Jose, United States Micron Full time

    Our vision is to transform how the world uses information to enrich life for all. Micron Technology is a world leader in innovating memory and storage solutions that accelerate the transformation of information into intelligence, inspiring the world to learn, communicate and advance faster than ever.As an Investor Relations Sr. Manager at Micron you will be...

  • Director of Investor Relations

    3 weeks ago

    San Francisco Bay Area, United States HelpResource agency Full time

    Company DescriptionHelpResource agency is a reliable staffing and hiring company based in USA, specializing in retail and warehouse recruitment, and middle managers. With a focus on professional recruiters and a well-planned project management structure, we ensure to identify the ideal candidates for every targeted position. We value success and strive to...

  • Investor Relations Associate

    3 weeks ago

    San Francisco Bay Area, United States ELCO Consulting Full time

    COMPANY DESCRIPTION:Our client is a multi-billion dollar alternative investment manager based in the Bay Area. The firm works in their office Tuesday - Thursday. JOB DESCRIPTION:Our client seeks an Investor Relations Associate to join the team. Job responsibilities include:-Work with the firm’s Head of Investor Relations and Head of Business Development to...