Job Description
Our client has a 40-year track record in real estate ownership, value enhancement, portfolio and asset management and ground-up development across multiple market cycles. The firm’s origins date back to 2003, when its founders established a platform focused on direct investments in opportunistic and value-add real estate investments via partnerships with multiple large family office investors.
Key Responsibilities
The Director, Investor Relations will build, manage, and scale the investor relations function focused on non-institutional capital (i.e. HNW individuals, family offices, private wealth channels). This person will act as a bridge between the firm, the real estate team, and existing / prospective non-institutional investors, ensuring consistent messaging, responsive communication, and high-quality engagement.
Investor Relations & Servicing
- Serve as the primary point of contact for hundreds of existing non-institutional investors, including family offices, RIAs, and high-net-worth individuals.
- Deliver exceptional, proactive investor servicing , ensuring timely responses to inquiries, document requests, and reporting questions.
- Oversee quarterly investor communications in partnership with asset management and finance teams—including statements, letters, fund updates, webinars, and performance reports—with a focus on accuracy, transparency, and clarity.
- Partner closely with Operations, Finance, and Legal to ensure smooth onboarding, capital call coordination, and compliance with subscription and KYC / AML processes.
- Coordinate with COO and Investor Operations to maintain and improve the investor portal, CRM systems, and workflow automation to support scale and service quality
Investor Engagement & Relationship Building
Support and expand family office and RIA channel relationships , driving retention and cross-fund participation.Coordinate investor events, webinars, and in-person meetings to provide portfolio updates and deepen relationships.Assist senior leadership in capital raising campaigns and roadshows by providing materials, data, and client background summaries.Gather and synthesize investor feedback and market sentiment to inform fund positioning and new product development.Communication & Reporting
Partner with investment team to create, review and refine investor-facing materials such as fact sheets, quarterly reports, offering memoranda, and presentations.Partner with Head of Capital markets on the end-to-end communication cycle for new funds, from offering launch through close and ongoing updates.Track and analyze investor engagement metrics (response rates, capital commitments, reinvestments, etc.) to improve servicing efficiency.Partner with Head of Capital Markets and external marketing agency to ensure consistency of messaging across digital platforms, investor portals, and communications.Professional Qualifications
4–6 years professional experience in investor relations, client service, or capital raising roles within private funds, real estate, or alternative investments.Direct experience servicing non-institutional investors (i.e. family offices, RIAs, private wealth networks, accredited investors).Demonstrated success managing a large, diverse investor base and maintaining consistent communication standards.Strong financial literacy and comfort discussing fund structures, returns, and portfolio performance with investors.Exceptional communication, presentation, and organizational skills.Proficiency with CRM and investor reporting platforms; data-driven mindset with attention to detail.Bachelor’s degree in Finance, Real Estate, Business, or related.SE#510758420