747 Investor jobs in the United States

Our client, a well established, West Coast based real estate investment, development, and asset management company is seeking a Manager/Director of Investor Relations and Capital Formation . This role will be based in Seattle and is hybrid. The Director will be a key contributor in both capital formation and investor servicing, while also shaping and executing marketing initiatives. This role bridges investor relations, sales enablement, and marketing operations, making it ideal for someone who thrives in a fast-paced, entrepreneurial setting and enjoys collaborating across capital raising, communications, and client engagement.

KEY RESPONSIBILITIES:

• Investor Relations & Sales Operations
• Marketing & Event Execution
• Compliance/Due Diligence Coordination
• Cross-Functional Collaboration

QUALIFICATIONS:

• 5–8 years of experience in investor relations, client services, or sales/marketing operations in private equity, real estate investment, or alternative asset management.
• Familiarity with HNW and RIA channels
• Self-starter who thrives in a collaborative environment
• Bachelor’s degree required; finance, business, or communications background preferred.

Company Overview

UFUND is a private equity investment platform focused on commercial real estate across the United States. The firm partners with experienced sponsors and real estate operators to identify and capitalize on high-quality investment opportunities, spanning multifamily, build-to-rent, mixed-use, and retail assets. UFUND deploys capital through structured equity and debt solutions designed to generate attractive risk-adjusted returns.

With a flexible and entrepreneurial approach, UFUND is committed to disciplined underwriting, proactive asset management, and transparent investor reporting. The firm operates with a lean, collaborative team, offering exposure to all aspects of the real estate investment lifecycle—from deal sourcing and due diligence to capital raising, portfolio monitoring, and strategic exits.

About the Job

We are seeking a driven and relationship-oriented Investor Relations Specialist to join our growing team at UFUND Investments . This role is pivotal in engaging with our high-net-worth investors and fostering meaningful connections across our investor community. You will manage both inbound inquiries and proactive outreach, ensuring every interaction reflects clarity, professionalism, and trust. By blending investor relations, sales conversion, and community building, you will help drive capital formation while elevating the overall investor experience.

Key Responsibilities

• Investor Engagement: Serve as the first point of contact for inbound leads and existing investors, responding promptly and delivering transparent, professional communication.
• Lead Follow-Up: Re-engage inactive and prior leads, maintain close follow-up with existing customers, and drive conversion of qualified leads into active investors.
• Relationship Stewardship: Build lasting trust with high-net-worth investors by consistently delivering clarity, proactive updates, and institutional-quality service.
• Client Education: Continuously inform clients about our products, services, and investment opportunities, ensuring they are empowered to make informed decisions.
• Service Improvements: Gather feedback from clients and partners to proactively identify opportunities for improved service and efficiency; tailor approaches to meet client needs.
• Community Building: Support the cultivation of an investor community aligned with UFUND’s values, fostering engagement beyond capital commitments.
• Collaboration: Partner with Marketing to develop and implement investor relations programs, campaigns, and budgets. Work with the Commercial & Fund team to gather and share timely project updates with investors.
• Client Profile Analysis: Record and categorize client information with precision, analyze behaviors, and use insights to help internal teams recommend the right products and services.
• Event Support: Assist with livestream events, webinars, and investor conferences. Follow up directly with attendees, qualify investment readiness. 
• Investor Events: Help plan and coordinate investor events to deepen engagement and foster stronger relationships.
• Documentation: Maintain and update Investor Relations checklists, workflow materials, and CRM records to ensure efficiency and consistency.
• Market Analysis: Apply knowledge of economic trends, competitors, and market conditions to support investor communications and business development strategies.

Qualifications:

• Education : A BA/BS degree is required. Preferred fields include Business Administration, Marketing, Real Estate, Investment, Accounting, Public Relations, or related disciplines in the financial industry.
• Professional Experience : A minimum of 2+ years of experience in customer service, sales, marketing, or a related role in the financial industry is preferred.
• Language Skills : Bilingual proficiency required—Fluency in Chinese and English required, with strong proficiency in written and verbal communication in both languages, and deep cultural understanding in Chinese.
• Self-Starter : Demonstrates strong initiative, creativity, and problem-solving abilities.
• Adaptability : Thrives in a fast-paced environment with excellent responsiveness.
• Multitasking : Exceptional multitasking, organizational, and follow-up abilities.
• Communication Skills : Strong written and verbal communication skills. Outstanding communication and emotional intelligence
• Strong consultative sales skills: You know how to ignite desire, not just give information
• Goal-oriented mindset with a proven track record of achieving or exceeding KPIs
• Interpersonal Skills : Excellent conflict resolution and interpersonal abilities, with the capability to build lasting client relationships and a passion for collaboration.
• Motivation : Displays a go-getter attitude, self-motivation, and the ability to inspire and motivate others.

Compensation and Benefits:

• $65,000 - $85,000 Base Salary + Consultation Conversion Bonus + Performance-Based Company Bonuses, with limitless potential for self-driven advancement.
• Flexible work schedule with the option to work remotely
• Paid time off and vacation benefits.
• Opportunity to collaborate with high-net-worth individuals and cultivate valuable relationships within the community.
• Gain insights into advanced investment strategies and opportunities.
• Join a fast-growing, forward-thinking company focused on success and innovation.
• Be part of a creative, efficient, energetic, and supportive team environment.

INVESTOR DELIVERY SPECIALIST

WHAT IS THE OPPORTUNITY?

The Investor Delivery Specialist is responsible for the timely delivery of mortgage loans to investors. They will work with internal and external contacts to clear conditions and/or provide required documents while prioritizing delivery by scheduled commitment delivery dates.

WHAT WILL YOU DO?

• Ensure proper documentation and data is delivered to investors accurately and timely for review and commitment funding

• Proactively monitor commitment dates to ensure their review and certification occurs prior to the commitment delivery date

• Works with collateral team to ensure all original collateral is sent to the investor timely

• Responsible for knowing the loan delivery guidelines and meeting specific loan delivery requirements of each investor and their various systems

• Responsible for reviewing and analyzing ULDD, uploading from the LOS and clearing edits

• Monitor Loan Delivery Mandatory Trades and Best Efforts pipelines daily for upcoming lock expiration dates

• Prepares all credit and closing document file bundles for investor delivery

• Verifies that all files delivered previous day were delivered successfully

• Works with internal operations teams to clear deficiencies as needed

• Maintains current knowledge of industry, investor, and loan delivery guidelines/changes

• Other duties as/or assigned by management

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications *

• H.S. Diploma

• Minimum 3 years recent mortgage experience required

• Minimum 2 years recent secondary/loan delivery experience required

Additional Qualifications

• Solid knowledge of and experience with industry technology tools including but not limited to: Fannie Mae Loan Delivery, UCDP, ULDD, and Microsoft Office

• Ability to identify and resolve problems in a timely manner

• Strong attention to detail and accuracy

• Ability to maintain high levels of performance, especially in stressful situations

• Ability to work in a fast-paced environment

• Ability to handle multiple priorities at once and manage deadlines

• Strong analytical and problem-solving ability

WHAT'S IN IT FOR YOU?

Compensation Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date

• Generous 401(k) company matching contribution

• Career Development through Tuition Reimbursement and other internal upskilling and training resources

• Valued Time Away benefits including vacation, sick and volunteer time

• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs

• Career Mobility support from a dedicated recruitment team

• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

#LI-RK

#CA-RK

INVESTOR DELIVERY SPECIALIST

WHAT IS THE OPPORTUNITY?

The Investor Delivery Specialist is responsible for the timely delivery of mortgage loans to investors. They will work with internal and external contacts to clear conditions and/or provide required documents while prioritizing delivery by scheduled commitment delivery dates.

WHAT WILL YOU DO?

• Ensure proper documentation and data is delivered to investors accurately and timely for review and commitment funding

• Proactively monitor commitment dates to ensure their review and certification occurs prior to the commitment delivery date

• Works with collateral team to ensure all original collateral is sent to the investor timely

• Responsible for knowing the loan delivery guidelines and meeting specific loan delivery requirements of each investor and their various systems

• Responsible for reviewing and analyzing ULDD, uploading from the LOS and clearing edits

• Monitor Loan Delivery Mandatory Trades and Best Efforts pipelines daily for upcoming lock expiration dates

• Prepares all credit and closing document file bundles for investor delivery

• Verifies that all files delivered previous day were delivered successfully

• Works with internal operations teams to clear deficiencies as needed

• Maintains current knowledge of industry, investor, and loan delivery guidelines/changes

• Other duties as/or assigned by management

WHAT DO YOU NEED TO SUCCEED?

Required Qualifications *

• H.S. Diploma

• Minimum 3 years recent mortgage experience required

• Minimum 2 years recent secondary/loan delivery experience required

Additional Qualifications

• Solid knowledge of and experience with industry technology tools including but not limited to: Fannie Mae Loan Delivery, UCDP, ULDD, and Microsoft Office

• Ability to identify and resolve problems in a timely manner

• Strong attention to detail and accuracy

• Ability to maintain high levels of performance, especially in stressful situations

• Ability to work in a fast-paced environment

• Ability to handle multiple priorities at once and manage deadlines

• Strong analytical and problem-solving ability

WHAT'S IN IT FOR YOU?

Compensation Starting base salary: $24.46 - $36.69 per hour. Exact compensation may vary based on skills, experience, and location. This job is eligible for bonus and/or commissions.

Benefits and Perks

At City National, we strive to be the best at whatever we do, including the benefits and perks we offer our colleagues including:

• Comprehensive healthcare coverage, including Medical, Dental and Vision plans, available the first of the month following start date

• Generous 401(k) company matching contribution

• Career Development through Tuition Reimbursement and other internal upskilling and training resources

• Valued Time Away benefits including vacation, sick and volunteer time

• Specialized health and family planning benefits including fertility benefits, and cancer, diabetes and musculoskeletal support programs

• Career Mobility support from a dedicated recruitment team

• Colleague Resource Groups to support networking and community engagement

Get a more detailed look at our

ABOUT US

Since day one we've always gone further than the competition to help our clients, colleagues and communities flourish. City National Bank was founded in 1954 by entrepreneurs for entrepreneurs and that legacy of integrity, community and unparalleled client relationships continues today. City National is a subsidiary of Royal Bank of Canada, one of North America's leading diversified financial services companies. To learn more about City National and our dynamic company culture, visit us at

INCLUSION AND EQUAL OPPORTUNITY EMPLOYMENT

City National Bank fosters an inclusive environment where all forms of diversity are valued and leveraged to make us a better company and employer. We are an equal opportunity employer and all qualified applicants will receive consideration for employment without regard to race, color, religion, sexual orientation, gender identity, national origin, disability, veteran status or other basis protected by law.

It is unlawful in Massachusetts to require or administer a lie detector test as a condition of employment or continued employment. An employer who violates this law shall be subject to criminal penalties and civil liability.

*Represents basic qualifications for the position. To be considered for this position, you must at least meet the required qualifications. careers.cnb.com accepts applications on an ongoing basis, until filled.

Unless otherwise indicated as fully remote, reporting into a designated City National location is an essential function of the job.

#LI-RK

#CA-RK