Analyst, Investor Relations

2 days 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 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.

A place for you

Here at Carmel, we don't just invest in buildings, we invest in careers. If you don't meet all of the qualifications listed for this role, we encourage you to monitor our career page for upcoming opportunities. Research shows that women and individuals from underrepresented groups often hesitate to apply for roles unless they meet every qualification.

We're committed to assembling diverse teams with exceptional talent, and we strongly encourage individuals from a wide range of backgrounds to apply. Everyone's career journey is unique, so let's explore how you could be a great fit for our team

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 $100,000 to $110,000. 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. 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

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 varying market cycles by investing in relatively supply-constrained, high barrier-to-entry markets in the United States.

DEI 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 does not have any standing offers to pay any referral compensation or recruitment fees for any open positions. Unless there is a signed agreement providing 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 that are 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

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