702 Investor jobs in the United States

Let Us Tell You About this Position:

Equity ECS is a full service commercial real estate firm. Our comprehensive platform includes development, construction, brokerage, and property management services that are tailored to provide solutions to each client’s needs. As Investor Relations Associate, responsible for the investor lifecycle and experience. Keep current investors informed of investment performance while assisting in the solicitation of additional investments, along with new investors. In this role, you will represent Equity and will do so with a high degree of confidentiality, professionalism, and customer service.

Responsibilities/Execution:

• Proactively connect with and form relationships with investors through various means including, but not limited to cold calling, industry groups and associations, social media, in-person networking, email, and promotional marketing. Set individual meetings for the Director of Capital Markets with 3-5 new investors each week
• Maintain investor relations lifecycle core processes and ensure they are followed by all.
• Maintain Yardi Investor Manager module for investor portal and reporting. Maintain and update investor CRM.
• Facilitate distribution of investor documents as needed. Coordinate investor committee meetings. Execute investor capital calls.
• Deliver investor reports in alignment with the asset operating agreement.
• Create and communicate Fund level reports, as needed
• Assist with the distribution process. Communicate distribution information to investors.
• Assist with onboarding acquisitions and development assets related to investor documentation and capital calls.
• Coordinate and maintain investor documentation. Lead documentation management with assistance from internal team. Assist with lender requirements of investor documentation. Assist with annual distribution of K-1s to investors.

Education & Certifications

• Bachelor’s Degree in accounting, finance or real Estate
• 2+ years of real estate investment, asset management or financing
• Proven ability to perform financial analysis
• Proficient with Microsoft Office Suites, skilled level using Excel
• YARDI and SharePoint experience, preferred

What’s In It For YOU:

The confidence that comes in working for a well-established, privately held national company.

A work environment that allows and encourages individuals to use their skills and talents to advance in their role and profession.

A full benefits package with costs that don’t break the bank.

Paid Time Off in addition to 8 paid Company holidays.

…And a lot more that we are excited to share with you

Equity | ECS is an EQUAL OPPORTUNITY EMPLOYER

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.

Terra, the award winning, Miami-based real estate development company carefully chooses projects that have a positive impact on their surroundings and, by extension, on the people who live there. When planning a new development, Terra takes a dynamic role with the city and neighborhood to activate its potential as a community, maximizing the way in which people are able to live and work; creating new and innovative ways for the urban & suburban landscape to evolve. The firm has cultivated a portfolio of more than five million square feet of residential and commercial real estate valued in excess of $8 billion and is active across all major real estate asset classes, including multifamily apartments, luxury condominium and single-family residences, retail and office space, hotels, and industrial properties. Terra has achieved international acclaim for its commitment to design excellence, resiliency measures, and sustainable development and has been continuously transforming South Florida into the prosperous metropolis we know today.

GENERAL RESPONSABILITIES

The Investor Relations Manager will play a critical role in capital formation by cultivating and managing equity investor relationships for real estate development projects. This individual will oversee all investor communications, coordinate equity fundraising strategies at the project level, and work cross-functionally with internal teams to ensure the Company’s capital needs are met efficiently and effectively.

Equity Capital Raising:

• Source and cultivate new equity partners, including High Net Worth Individuals, Family Offices, and Private Equity Firms.
• Strategically manage and expand existing investor relationships to support ongoing and future capital needs.
• Lead the preparation and organization of the equity schedule and fundraising strategy across the development portfolio.
• Collaborate with Investments and Asset Management teams to support capital raising initiatives; coordinate on production of offering materials and negotiation terms.
• Maintain and regularly update a comprehensive list of potential investors, tracking engagement history and investment preferences.
• Travel as needed to meet with existing and prospective investors, attend industry conferences, and conduct site tours.

Investor Relations & Reporting:

• Manage investor communications and coordinate monthly and annual reporting packages in conjunction with the Legal, Accounting, Investments and Asset Management teams.
• Ensure ongoing compliance with operating agreements and investor-related regulatory requirements.
• Maintain a current understanding of market trends, terms, and competitor activity in the real estate capital markets.

CRM & Events:

• Lead the management of the investor CRM platform, ensuring data accuracy and engagement tracking.
• Organize and coordinate investor events, meetings, and conference participation to support relationship-building and capital campaigns.

Industry Engagement:

• Attend key real estate capital markets conferences to represent the company, build relationships, and stay informed on emerging capital sources and terms.
• Serve as an internal resource on capital market intelligence to support strategic planning and project positioning.

REQUIREMENTS

• Bachelor’s degree in Finance, Real Estate, Business, or related field (Master’s or MBA preferred).
• 5+ years of experience in investor relations, capital markets, private equity, or real estate finance.
• Demonstrated success in raising equity capital for real estate or comparable investment vehicles.
• Strong understanding of equity structures, joint venture agreements, and investor reporting practices.
• Experience with promote structures and waterfall modeling in joint venture agreements.
• Excellent communication, presentation, and relationship management skills.
• High degree of professionalism and discretion in managing investor communications.
• Fluent in Spanish (Portuguese a plus).
• Proficiency in CRM systems and Microsoft Office Suite.

As a team member at Terra, you’ll enjoy:

• Career advancement and bonus opportunities.
• Comprehensive benefits package, including health, vision, dental insurance, and FSA (Flexible Spending Account).
• Employer-paid life and disability insurance.
• Employer matching 401k.
• Employee team building events.
• Paid Time Off and paid Holidays.

Investor Relations Associate – Northwind Group

Manhattan, New York

Northwind Group is a Manhattan-based real estate private equity firm that focuses on debt and equity investments through its discretionary closed-ended funds and balance sheet direct investments. For over 15-years, Northwind Group has been involved in the acquisition, development, financing, and management of residential, commercial, and senior-living properties valued at $6 billion and covering a portfolio of 350+ properties and 44 million+ square feet. Leveraging its strong track record and market experience, Northwind Group focuses on generating attractive risk-adjusted returns while maintaining rigorous investment criteria and adhering to its core values of honesty, transparency, and integrity.

Northwind currently manages $.2 billion across five closed-ended debt funds, co-investment vehicles, SMAs, and SPEs. We are looking for an Investor Relations (“IR”) Associate to join our dynamic team. This position will support both Northwind’s CRE-focused debt fund team and Northwind’s healthcare-focused debt fund team.

Role Overview:

The IR Associate will support Northwind’s IR team, which serves as the primary point of communication for existing investors across all of the firm’s investment vehicles. A core focus of the role will be managing investor data and ensuring accuracy in reporting and investor communications. You will contribute to updating fund cash flow models and incorporating key accounting metrics that track performance and portfolio activity. In addition, you will assist with preparing monthly and quarterly investor reports, supporting capital call and distribution notices, and managing due diligence questionnaires and other recurring deliverables that provide investors with clear, data-driven insights into fund operations.

The IR team handles a wide range of investor inquiries, including those focused on performance metrics, cash flow projections, tax and legal inquiries, and due diligence analyses. This offers a unique opportunity to engage with high-level investor relations activities while working closely with key departments across the firm, including the Executive Team, Capital Markets, Asset Management, Acquisitions, Healthcare, Accounting, and Legal. You will also have the opportunity to optimize Northwind’s data management and streamline the IR team’s operational processes to improve investor communications and reporting workflows. Your contributions will help strengthen the IR team’s efficiency and ensure timely, accurate engagement with investors throughout the investment lifecycle.

We are looking for a detail-oriented and analytical individual, capable of presenting information clearly and producing high-quality, institutional-grade materials for investors. If you’re eager to leverage both your analytical and communication skills to contribute to the continued growth and efficiency of the IR function, we encourage you to apply.

Responsibilities:

• Collaborate with the Asset Management and Accounting teams to track fund and deal-level metrics, ensuring accurate performance data and integrating this information into well-structured deliverables.
• Execute mail merges and mass investor communications, including capital calls, distribution notices, tax documents, and reporting updates, ensuring accuracy and timeliness.
• Assist in responding to a wide range of investor inquiries, including performance questions, questionnaires, data requests, and due diligence questionnaires (DDQs).
• Create and update quarterly investor reports, marketing materials and prepare presentations ahead of investor calls and in-person meetings.
• Contribute to the launch and ongoing management of Northwind’s debt vehicles, including investor onboarding and communications.
• Support process improvements across investor reporting and servicing activities, identifying scalable solutions for addressing investor inquiries and enhancing the investor experience.
• Assist in maintaining Northwind’s investor database in Salesforce to ensure data accuracy and accessibility.
• Support ad-hoc administrative projects and analyses as needed.

Qualifications:

• Bachelor's Degree and strong academic record.
• Strong Microsoft Excel skills including cash flow modeling and data analytics. Proficiency in Word and PowerPoint is also needed.
• 2-4 years of relevant work experience preferred (Investor Relations, Investment Banking, Real Estate, Accounting, Finance).
• Experience with fund accounting, investor reporting, or capital call/distribution processes is a plus.
• Experience with Salesforce or programming languages, such as VBA, is a plus.
• Excellent written and verbal communication skills, with strong attention to detail.
• Strong organizational skills with the ability to manage multiple tasks and deadlines effectively.
• A proactive and adaptable attitude, with a willingness to take on various responsibilities.
• Professional in nature with a high level of integrity.
• Authorized to work in the United States.

Salary Range: $100,000-125,000/yr + Bo us

Northwind Group does not discriminate employment on the basis of race, color, religion, sex (including pregnancy status and gender identity), national origin, political affiliation, sexual orientation, marital status, disability status, genetic information, age, membership in an employee organization, retaliation, parental status, military service, or other non-merit factor.

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