Investor Relations Associate

Capital Markets & Investor Relations Associate

Chapel Hill, NC - hybrid flexibility

$80-90k with bonus potential

Learn more about the general tasks related to this opportunity below, as well as required skills.

Bell and Associates is partnering with a Real Estate Investment firm based in the Raleigh area looking to fill an Investor Relations Associate position. This role will be a key player in supporting capital raise efforts, investor relations, maintaining and updated CRM, and creating polished and presentable investor materials.

Key Responsibilities

Fundraising and Pipeline Support

• Maintain an accurate, actionable fundraising pipeline, including investor interests, relationship history, commitments, and next steps.
• Translate meeting notes into CRM updates, follow-up tasks, and draft investor correspondence.
• Research prospective investors and prepare meeting briefs tailored to their investment criteria.
• Coordinate follow-up across leadership, capital markets, and investment teams.
• Prepare weekly reporting on fundraising progress, outstanding requests, and priorities.

Investor Communications and Presentation Development

• Create and update investor presentations, deal briefs, investment summaries, and supporting materials using approved analysis and direction from the investment team.
• Translate complex investment information into clear, accurate, visually polished communications.
• Check materials for consistency across financial figures, messaging, formatting, and versions.
• Support communications for new offerings and existing investments, including legacy assets.
• Coordinate investor outreach campaigns, database segmentation, and ongoing engagement.

CRM and Investor Operations

• Own day-to-day CRM administration, contact organization, data quality, and task tracking.
• Maintain investor portal content and coordinate onboarding, subscription-document tracking, and outstanding information requests with the appropriate internal teams.
• Ensure investor questions reach the right person and receive timely responses.
• Establish repeatable workflows, templates, and reporting processes that improve team execution.
• Identify practical opportunities to use technology and automation while maintaining accuracy and appropriate review.

Qualifications

• Approximately 3–7 years of relevant experience in investor relations, capital markets support, financial marketing, client service, or investment operations.
• Experience in commercial real estate, private equity, wealth management, or financial services preferred.
• Strong writing, editing, presentation development, and organizational skills.
• Hands-on CRM experience; familiarity with Juniper Square is a plus.
• Proficiency in PowerPoint and Excel, with the ability to understand and communicate investment metrics.
• Demonstrated ability to manage multiple deadlines and move work forward with incomplete information. xhqgsiq
• Advanced financial modeling is helpful but is not the primary focus of this position.