Listing Details


Interested and qualified candidates, please submit your resume to:
Veronica Perez | | 786.716.8640

Associate/Senior Associate

Miami, FL or New York, NY


Company Description:

Our client is a tech-enabled alternative investment management firm focused on industrial and logistics real estate. The client’s vertically integrated institutional platform manages $3.4 billion in gross real estate assets. Founded in 2010 and headquartered in Miami, Florida, the client acts as both a fiduciary and operator. The firm is led by a well-diversified, dedicated team with experience in investing, asset management and real estate operations. Over the past 13 years, the firm has managed $4.1 billion in gross real estate assets across its investment platform, including two fully cycled value-add real estate funds, and has invested in more than 170 properties. The client is a meritocracy, fostering an entrepreneurial culture focused on collaboration, inclusion, and social responsibility to deliver on their commitment to investment excellence and service to their investment partners.

The firm is minority-owned and more than 65% of the team is diverse. The firm was recognized as a Best Places to Work in Money Management by Pensions & Investments in 2020, 2021, and 2022. Candidates with a team-driven approach who possess a commitment to diversity, equity and inclusion will be well-aligned with the firm’s goals.

Position Description:

The client is currently seeking a full-time, experienced investor relations professional to join its Miami, FL, or New York, NY, team. This is a client-facing, investor relations role that will report directly to the Managing Director of Capital Markets. The candidate must be success-driven, have a marketing and design background, remain cognizant of investor needs and have relative knowledge of the industry and key stakeholders.

The professional will be primarily responsible for supporting senior leadership with the firm’s fundraising initiatives and communications with global investors, prospects, and consultants.

Key Responsibilities:

  • Maintain and continually update prospect lists
  • Evaluate the firm’s investor databases for new prospects
  • Prepare pre-meeting notes and materials to support meetings with prospects
  • Prepare follow up items with prospects or investors, including thank you notes and any follow up materials requested
  • Develop competitor information and prospect pipelines
  • Gain a deep understanding of each investor’s past and current investments, and be cognizant of investor needs regarding capital calls and distributions
  • Participate in pipeline and client update meetings with the investor relations and senior management teams
  • Assist investor relations team with content needed for annual investor meetings, LPAC meetings, and other LP events
  • Assist in developing marketing and fundraising materials, including pitch books, campaign teasers, and offering memorandum
  • Assist with all external marketing efforts for prospects
  • Identify and contact prospects with respect to raising capital
  • Understand portfolio management decisions, know the various products and keep updated on high priority pipeline deals
  • Manage the onboarding and subscription process for all new investors
  • Source industry research related to fundraising or supporting data related to fundraising strategies and rationale
  • Attend networking events as well as virtual and actual roadshows and and facilitate meetings with prospectors
  • Coordinate sales presentations with the investment and senior management teams
  • Record meeting notes during investor calls and coordinate follow-up materials for distribution to investors following each meeting/call
  • Keep abreast of market conditions, industry news and legal issues with the mindset to turn data into consumable information through investor marketing material


  • Minimum of bachelor's degree with 3-5 years of relevant experience in Marketing
  • Client Services or Investor Relations experience in Financial Services/Real Estate preferred
  • Investor oriented mindset with confidence in interaction with senior stakeholders
  • Demonstrated proficiency in anticipating requests/needs
  • Ability to multi-task, prioritize and manage time effectively
  • Ability to thrive on working cross-functionally
  • Excellent organizational skills and the ability to effectively maintain databases, keep accurate to-do lists and follow up with all investor requests
  • Exceptional interpersonal, communication, writing and research skills
  • Exceptional attention-to-detail
  • Ability to understand economic data/trends and formulate clear messaging around results
  • Familiarity with CRM systems
  • Advanced Microsoft Office skills (including Excel and PowerPoint)
  • Familiarity with Adobe Pro to edit and design PDFs
  • Ability to travel as required
  • Our client has an internal methodology that drives every interaction, transaction, or initiative. The methodology is rooted in the firms corporate culture built on ethics, trust, and transparency; candidates should possess similar values