Investor Relations Specialist
hace 7 días
Role: Investor Relations Specialist
Priority Location: South Africa and Latin America
Working Hours: Monday-Friday, 40hrs/week, following PST working hours
Type of job: Fully Remote
Start Date: January 2026
Salary Range: Up to $2,000/month
A candidate with the preferred industry-specific experience would be highly considered for the maximum offer. The final offer is at the client's discretion and will depend on the candidate's interview result, skills, and experience.
About the Role: We are looking for a self-directed Investor Relations Specialist who can own investor onboarding and follow-up workflows while also supporting deal diligence, deck creation, and light finance and back-office operations. This is a high-autonomy role for someone who thrives in ambiguity, communicates clearly with high-value investors, and can proactively move projects forward without heavy management.
Key Responsibilities
Investor Onboarding and IR Follow-ups
- Own the post-commitment onboarding workflow end-to-end using AVESTOR.
- Proactively follow up with investors to ensure timely completion of steps, including accreditation verification and funding status.
- Maintain strong investor communication, provide timely updates, and close "where's the money?" loops.
- Track investor status in a clean, organized pipeline and keep the partners informed.
Investor Communications and Relationship Support
- Draft and send professional investor emails and updates, coordinating with partners when needed.
- Support ongoing investor relations across the investor base, responding quickly and accurately.
- Help maintain organized records of investor communications, documents, and notes.
Sponsor and Deal Diligence Support
- Assist with sponsor diligence and deal evaluation support for multifamily opportunities.
- Review pro formas and key assumptions, sanity-check underwriting, and validate comps at a basic level.
- Help partners by assembling diligence materials and summarizing findings clearly and credibly.
Decks and Collateral Creation
- Build and update investor decks, fund materials, and supporting collateral with minimal instruction.
- Improve quality and speed of deliverables versus a task-only deck builder.
- Maintain a consistent, polished presentation standard.
Light Accounting and Back-Office Operations
- Support backend ops across the fund and related businesses (organization, tracking, documentation).
- Assist with light accounting support such as reconciliation prep, invoice organization, and coordination with bookkeepers or accountants.
- Create and maintain simple operating dashboards and trackers as needed.
Tools and Systems
- AVESTOR (investor onboarding and fund platform)
- Presentation tools (PowerPoint, Google Slides, or similar)
- Spreadsheets (Google Sheets or Excel)
- CRM or tracker (simple pipeline tracking is fine - Go High Level)
Required Qualifications
Investor Relations & Onboarding:
2+ years of experience with investor onboarding, client success, operations, investor relations support or any similar role.
- Strong spoken and written English, comfortable communicating with high-net-worth investors.
- Familiarity with any investor portals (like AVESTOR)
Previous experience using GoHighLevel CRM or any CRM tool.
Technical Finance Background: Experience in financial analysis, with a proven ability to review and confirm the validity of sponsor-provided numbers.
- Presentation Skills: Prior experience building investor decks or financial presentations.
- Industry Knowledge: Familiarity with real estate private equity funds and operations.
Critical Thinking & Independence:
Strong critical thinking and problem-solving skills (beyond an "executional" role).
Proven ability to operate independently, prioritize work, and follow through without micromanagement, acting as a "go-between" for the founders.
Operational & Detail Focus:
Proficiency with various technological tools and systems to ensure operational efficiency.
- Strong attention to detail and comfort handling sensitive investor information.
- Comfortable working across IR, operations, and light finance support in a fast-moving environment.
Working Style and Expectations
- High autonomy, proactive communication, and strong ownership mindset.
- Ability to work directly with partners and represent the firm professionally to investors.
- Clear weekly priorities, consistent follow-through, and organized documentation.
Highly Preferred Qualifications
- Basic underwriting exposure: pro forma review, comps research, and assumption checks.
- Prior support across multiple businesses or entrepreneurial environments.
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