Capital Formation and Investor Relations Associate

Associate, Capital Formation & Investor Relations

A privately held, vertically integrated real estate investment and asset management platform is seeking to add an Associate, Capital Formation & Investor Relations to their team. The firm manages a diversified portfolio across real estate- and credit-focused investment strategies and maintains a large and active investor base across multiple channels, including high-net-worth individuals, family offices, and institutional relationships. They are seeking a driven, analytically strong, and relationship‑oriented individual to support capital formation efforts and deepen engagement with a substantial investor base.

This individual will focus primarily on the HNWI / family office channel,

• Actively engage with a large existing base of HNWIs and family offices to educate them on offerings and encourage reinvestment.
• Support fundraising initiatives across multiple channels within the broader capital markets team.
• Conduct outreach, schedule meetings, follow up with interested investors, and maintain consistent communication to grow commitments.
• Build relationships with new family offices, RIAs, and qualified investors.
• Attend investor meetings, roadshows, conferences, and networking events to expand reach.
• Prepare pitch decks, fund materials, DDQs, PPMs, and other investor‑facing documents.
• Manage ongoing investor reporting needs, including quarterly updates, distribution notices, capital call communications, and ad‑hoc performance requests.
• Coordinate with internal teams-investments, asset management, accounting, and legal-to gather data for investor materials.
• Maintain the firm's CRM, track engagement metrics, and organize investor information.
• Provide analytical support for investor decks, fundraising campaigns, and market positioning efforts.
• Monitor fundraising trends, competitor activity, and broader industry developments in alternatives and private real estate.
• Contribute to refining the firm's investment narrative.

• 2-5 years of experience in private equity, real estate, capital raising, investor relations, investment banking, or related financial services.
• Experience working with HNWIs, family offices, or private capital sources preferred.
• FINRA Series 7 and Series 63 required (or ability to obtain promptly).
• Strong understanding of real estate, private equity, or alternative investment strategies.
• Highly motivated, proactive communicator who loves networking and relationship‑building.
• Comfortable making outbound calls, handling investor conversations, and driving momentum.
• Strong analytical skills; proficient in Excel, PowerPoint, and CRM systems.
• Detail‑oriented, organized, and capable of managing multiple deliverables.
• Must be local to or willing to relocate to Austin or Atlanta for an in‑office role.