Associate, Investor Relations Full Time NEW

Related Fund Management (RFM) is seeking an Investor Relations Associate to join its team. This individual will support Investor communications across RFM’s diversified real estate private equity platform, which spans equity, preferred equity, and credit strategies. The role is primarily focused on researching and coordinating responses to investor inquiries, working closely with the Finance, Compliance and Capital Formation teams.

Key Responsibilities

Investor Relationship Management & Engagement

• Support the management of ongoing relationships with existing investors including financial institutions, endowments, high net worth, family office, insurance companies, pension funds, sovereign wealth funds, investment firms, and consultants.
• Anticipate investor needs, proactively identify opportunities to enhance engagement and ensure organized and consistent investor experience.
• Research investor questions against fund documents (LPAs, side letters, PPMs, offering memoranda) and financial reports.
• Support onboarding of new investors, including assisting with KYC/AML documentation collection and entity questionnaires.
• Ensure investor information, contacts, preferences, reporting requirements, and communication protocols are accurately maintained and communicated internally.
• Support effective communication with investors throughout the Fund lifecycle, from initial capital commitment through final distribution and fund liquidation.

Document Research & Review

• Review investor-facing materials including DDQs, ILPA templates, capital account statements, and quarterly/annual reports for accuracy and consistency.
• Cross-reference fund financials against reporting deliverables to flag discrepancies or missing data prior to distribution.
• Assist with compiling and organizing supporting documentation for audits, due diligence requests, and regulatory filings.
• Facilitate investor requests related to account maintenance, ownership changes, documentation, and other ongoing administrative matters.
• Triage incoming requests, handling low-complexity inquiries independently and escalating nuanced issues to senior staff with supporting context.

Reporting & Deliverables Coordination

• Prepare and coordinate investor communications, including quarterly and annual reports, portfolio updates and other recurring and ad hoc materials.
• Support the preparation and distribution of investor notices and communications relating to capital calls, distributions, acquisitions, dispositions and other material fund or portfolio developments.
• Facilitate investor inquiries related to fund performance, portfolio activity, investment strategy, capital activity, and market developments.
• Monitor reporting calendars, investor specific requirements, and contractual obligations to ensure timely delivery of information.

Cross-Functional Collaboration

• Act as central liaison between investors and internal teams, including Finance, Compliance and Capital Formation teams to gather information needed to respond to investor inquiries.
• Coordinate with the Capital Formation team to ensure a smooth transition from the fundraising and commitment process to ongoing investor relationship management.
• Identify opportunities to enhance investor servicing processes, communication protocols, and reporting workflows.
• Maintain high standards of accuracy, responsiveness, confidentiality, and professionalism across all investor interactions.

Qualifications

Required

• Bachelor’s degree in Finance, Economics, Business Administration, Real Estate, or a related discipline.
• 2-5 years of relevant experience in finance, accounting, investor relations, institutional client service, private equity, or a related financial services role.
• Excellent written and verbal communication skills, with a strong ability to communicate clearly, professionally, and confidently.
• Financial literacy and an understanding of investment performance, fund structures, and portfolio reporting.
• Strong organizational and project management capabilities, including the ability to manage multiple investor requests, deadlines, and internal stakeholders simultaneously.
• Strong Microsoft Office Skills and familiarity with AI such as Claude or ChatGPT
• Self-motivated, proactive, resourceful, and comfortable operating in a fast paced, collaborative environment.
• Preferred
• Comfort working with financial reports and fund-level data.
• Familiarity with LP reporting frameworks (ILPA templates, DDQs)
  and investor portals (Investor Flow)
• Experience with real estate fund structures, including equity, preferred equity, and credit vehicles.
• Familiarity of partnership accounting concepts (capital accounts, allocations, waterfall mechanics)
• Experience with institutional investor reporting requirements, side letters, and other investor-specific obligations.

Core Competencies

• Intellectual curiosity — willingness to dig into fund documents and financial data to find answers.
• Professionalism — exercises discretion and sound judgment when handling sensitive LP information.
• Collaboration — works effectively within a small, high-functioning team.
• Reliability — takes ownership of assignments and follows through without heavy oversight.
• Communication — writes and speaks clearly and concisely for an institutional audience.

Source: Related Companies’s Career Page

Tagged as: REPE Firm