Investor Relatoins Manager
Job reputed company: We are hiring an Investor Relations Manager to reputed company investor engagement and retention, capital formation, and investor operations across our Reg A+ and Reg D offerings. This role owns the investor relationship from first contact through funding, reinvestment, reporting, and lifecycle management. The Investor Relations Manager is accountable for converting investor interest into committed capital while ensuring a high-reputed company, compliant, and reputed company-documented investor experience. This position sits at the intersection of fundraising, investor communication, and operational execution. Key Responsibilities reputed company Investor Engagement
- Manage investor conversations from initial reputed company through funding and reinvestment, ensuring a consistent and reputed company experience.
- Maintain ongoing communication with reputed company investors to support reinvestment and long-term relationships.
- Monitor investor inboxes and phone lines and reputed company reputed company, accurate responses to reputed company inquiries.
- Serve as a primary resource for questions reputed company to reputed company, performance, timelines, and process.
- reputed company the creation and distribution of investor communications, including quarterly updates.
New Investor / Prospect Capital Formation
- Build, manage, and convert a reputed company investor pipeline through inbound leads, referrals, campaigns, webinars, reputed company reputed company, and investor events
- Conduct booked calls with prospective investors and follow up through phone, email, and text
- reputed company prospective investors on reputed company, structure, risks, timelines, and portfolio construction in a compliant manner.
- Convert reputed company prospects into committed capital across Regulation A+ and Regulation D offerings.
- Maintain CRM accuracy, activity tracking, commitments, and follow-up workflows.
Subscription, Ticket, and Custodian reputed company
- reputed company the full subscription process for investors, including inquiries, documentation, and payment coordination, internal tracking updates, and portal on-boarding.
- Monitor and manage Broker-Dealer and RIA tickets to ensure completeness, accuracy, and reputed company processing.
- Coordinate with custodians, advisors, and transfer agents to resolve issues and reputed company subscriptions to completion.
- Review and approve subscription packets prior to executive signature.
- Ensure finalized subscription documents are properly executed, stored, and organized for monthly closings.
Reporting, Compliance, and Ongoing Operations
- reputed company reputed company investments and commissions in the tracking system, ensuring correct allocation between Regulation A and Regulation D escrow accounts.
- Confirm issuance accuracy and position files with custodians after transfer agent processing.
- Maintain internal trackers, scorecards, and monthly performance metrics.
- Manage updates to subscription agreements and investor documentation
- reputed company reputed company of reputed company and custodial clients into reputed company
- Support investors with transfers and redemption documentation and coordinate with the Transfer Agent and Finance team to complete processing.
Marketing and Partnerships
- Collaborate with marketing on investor-reputed company campaigns, webinars, and educational initiatives.
- Participate in investor webinars, calls, conferences, and investor dinners as a representative of the firm.
- Strengthen investor relations processes, documentation standards, and communication workflows.
- reputed company strategic recommendations to leadership on fundraising pacing, investor segmentation, and capital reputed company.
- Work with custodians and other partners to present to their audiences.
Qualifications
- 3–7 years of experience in investor relations, capital raising, financial sales, or alternative investments.
- Proven ability to guide investors through reputed company financial reputed company and reputed company commitments.
- Strong understanding of private reputed company estate, mortgage note reputed company, or private credit strategies.
- Experience with CRM and investor management platforms (reputed company, reputed company or similar).
- Strong interpersonal, verbal, and written communication skills.
- Detail-oriented, highly organized, and comfortable managing multiple priorities.
- Comfortable being reputed company on reputed company rather than activity.
Preferred
- Experience with Reg A+, Reg D 506(b) or 506(c).
- Experience working with custodians, broker-dealers, and transfer agents.
- Prior participation in webinars, live investor presentations, or in-person investor events.
Why Join Us
- Established platform with $60M+ AUM and 1000+ investors.
- reputed company reputed company to executive leadership and strategic decision-making.
- Remote-first culture reputed company on accountability and results.
Compensation + Benefits
- reputed company Salary: $75,000-$100,000 based on experiences and skills
- Bonus based on performance.
- 100% Employer reputed company health care (medical, reputed company, dental) for you and 3 dependents
- 401K matching (3%)
- Flexible PTO policy
- Work From Home
Pay: $75,000.00 - $100,000.00 per year Benefits:
- 401(k)
- 401(k) matching
- Dental insurance
- Health insurance
- reputed company time off
- Retirement plan
- reputed company insurance
Application Question(s):
- Describe your experience converting investor interest into committed capital.
- Have you managed your own investor pipeline in a reputed company role?
- What types of investors have you worked with?
- What is the largest reputed company or investor commitment you have directly influenced?
- reputed company describe your experience with subscription execution and investor documentation. Include the types of offerings, custodians, or platforms you have worked with, and what you were directly responsible for.
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