Director, Investor Relations

Director, Investor Relations

Reports to:

VP, Investor Relations

Location:

Carmel, IN

$/yr - $/yr

Ensure investors receive a clear, confident, high‑quality experience throughout their investment lifecycle.

• Serve as a primary point of contact for investors, addressing questions and issues with accuracy and professionalism.
• Handle complex or sensitive situations with judgment, clarity, and a calm presence.
• Ensure onboarding, servicing, and ongoing communication are consistent, timely, and well‑run internally.
• Maintain clean documentation and complete follow‑through across CRM and internal systems.
• Deliver communication that reinforces confidence and reflects a high‑touch, professional standard.

Ensure IR communication is accurate, internally aligned, and investor‑appropriate.

• Lead the full quarterly investor reporting process, including gathering, validating, and organizing property and fund level data in partnership with Asset Management, Finance, and leadership.
• Own the reporting quality review to ensure numbers, narratives, and timelines are correct.
• Support the VP of IR in shaping the substance and clarity of investor‑facing materials developed by Marketing, ensuring messaging aligns with investor needs and IR standards.
• Oversee investor‑facing content for accuracy and fit with BAM’s investor voice.
• Provide tailored, white‑glove communication to VIP investors where needed.

Act as a structured, reliable partner to the VP of IR.

• Translate strategic direction into actionable plans with clear owners and timelines.
• Represent IR in meetings and cross‑functional projects.
• Prepare clean, decision‑ready summaries and recommendations for leadership.
• Anticipate issues before they escalate and drive solutions proactively.
• Increase leadership bandwidth by taking on operational responsibility and driving work forward reliably.

Help build a high‑performing IR team equipped to deliver consistently strong investor experiences and outcomes.

• Provide day‑to‑day guidance, support, and clarity for IR Associates to ensure consistent execution.
• Set and model expectations for communication quality, accuracy, and professional judgment.
• Strengthen the team’s capability by improving processes, sharing knowledge, and helping others operate more independently.
• As the team grows, take on people‑management responsibilities and develop the skills and judgment of those who will report to you.

• 5‑7 years in client‑facing, high‑accountability roles within investor relations, wealth management, private markets, alternative investments, or financial services.
• Strong comfort with investment and financial concepts, such as passive investments and basic tax implications for LPs.
• Strong operator with experience owning, managing, or improving structured client servicing workflows.
• Demonstrated project/program management experience, with evidence of leading multi‑step initiatives, managing timelines, and coordinating across teams such as finance, marketing, capital markets, and executive leadership.
• Excellent writing and communication skills, with the ability to translate complex concepts into clear, investor‑ready language.
• Judgement and clarity in handling complex or sensitive client scenarios.
• High EQ, professionalism, and confidence in working with sophisticated clients or investors.

• Experience with alternative investments, private credit, or real estate investment.
• Familiarity with self‑directed IRAs or retirement‑account investment flows.
• Experience supporting or producing fund or asset‑level reporting.
• Experience improving CRM or portal workflows, investor data hygiene, or reporting accuracy.

• Medical insurance
• Vision insurance
• 401(k)

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