Associate, Investor Relations & Capital Formation at FCP
Overview
Real estate private equity is the focus of this role, with exposure to investors, capital formation, and portfolio management leadership. You will join a DC team that interfaces with senior IR leadership and cross functional partners to support capital raising and investor communications. This role offers hands on training, strategic impact, and opportunity to grow within a high profile real estate investment firm.
What You'll Do10
- 1Build and deliver investor communications and quarterly reporting to inform strategic decisions
- 2Lead the preparation of investor due diligence materials including DDQs and RFIs for capital raises
- 3Prepare and format internal and external presentations for investor meetings and conferences
- 4Own the accuracy and integrity of the investor CRM and reporting tools through data validation
- 5Coordinate cross functionally to develop and refine investor materials and templates
- 6Analyze qualitative and quantitative data to translate insights into actionable business development deliverables
- 7Oversee annual investor conferences including materials and event messaging
- 8Develop and optimize IR/Capital Formation processes in collaboration with Data Management teams
- 9Support senior IR leadership in capital formation strategy and execution across products
- 10Manage timelines and cross functional projects to meet tight deadlines
Requirements12
- 1Three to five years of experience in investor relations, fund accounting, or fund management at an alternative investment firm or related field
- 2Experience in commercial real estate preferred
- 3Bachelor’s Degree with strong academics
- 4SIE, Series 7, 63, and 66 preferred or willingness to obtain
- 5Proficiency in modeling commercial real estate principles, market analysis, and valuation
- 6Ability to analyze GAAP financial statements and translate data into strategic deliverables
- 7Strong MS PowerPoint, Excel, and Word skills
- 8Excellent written and verbal communication skills
- 9Proficiency in Salesforce and Investran preferred
- 10Strong project management, coordination, and attention to detail
- 11Ambitious self-starter capable of working independently and in teams
- 12Willingness to work in office five days per week and occasional travel
Salary Insight
Salary not disclosed in listing
Location
Required Skills
Similar open positions
Explore active roles that match your skills and interests.
Ridgeline Capital Partners
VerifiedInvestor Relations Associate, Commercial Real Estate
Manage communications with private investors to provide updates and address inquiries. Maintain strong client relations to foster trust and ongoing investment. Oversee data management and ensure accuracy in investor records. Maintain and update CRM to track investor activity. Ensure compliance with relevant regulatory requirements.
Stockdale Capital Partners
VerifiedAnalyst - Real Estate Investment Firm
The Analyst supports acquisition and development evaluations assisting senior leadership. Responsibilities span financial analysis market research due diligence financing business planning and closing. Build and maintain financial models using Excel and Argus perform negotiations analyze capital structures and prepare presentations for investment committees and lenders. This role involves managing due diligence coordinating closings and supporting asset management activities.
Trinity Capital
VerifiedCapital Formation Analyst Trinity Capital
Trinity Capital seeks a motivated professional to join as a Capital Formation Analyst. This high-impact role supports private fund product development and investor relationship management. The ideal candidate thrives in a fast-paced environment and shapes the future of a growing organization.
Baker Tilly Advisory Group, LP
VerifiedSenior Associate Private Equity Fund Services - Real Estate
Baker Tilly seeks a Senior Associate to lead fund administration for private equity investments. This role owns property financial oversight and supports investment firms across multiple regions. You will deliver results in a fast-paced environment while collaborating with cross-functional teams. The position differs by focusing on direct operational support within PE fund services.
Supervest
VerifiedCapital Markets Associate, Investor Relations & Fundraising
You will own outbound investor engagement and capital growth at Supervest, a fintech platform scaling alternative investments. This role sits in the capital formation function, where you'll manage portfolio reviews, courtesy calls, onboarding, and outreach to accredited investors. You'll work with a small, fast-moving team using CRM tools to track leads and drive measurable growth. Success means increased capital inflows, higher conversion rates, and clear advancement into senior investor relations or capital markets leadership.
Reef Capital Partners
VerifiedVice President Investor Relations Reef Capital Partners
Lead expansion of investor base by communicating investment strategies and performance to existing and prospective investors. Foster relationships through networking and industry engagement. Drive fundraising initiatives with senior management.