Sr Associate, Investor Services
Listed on 2026-09-25
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Finance & Banking
Financial Analyst, Capital Markets
Carmel Partners, one of the nation’s leading specialists in real estate investment management, with expertise in the investment, development and construction of multifamily real estate, is seeking a Senior Associate, Investor Services in our San Francisco Office. The Investor Services Team sits underneath the Investor Relations team at Carmel Partners.
Carmel's Investor Relations team is the connective tissue between the Firm and the institutional investors whose capital funds everything we build. The Senior Associate sits at the center of that work: shaping how Carmel's strategy, performance and story reach a sophisticated investor audience and owning the systems and materials the team relies on to do it. Reporting to the Senior Vice President, this is a high-visibility role for someone who wants deep exposure to institutional capital, real estate investment strategy and Firm leadership — and who takes pride in work that is both intellectually rigorous and impeccably executed.
Whatyou’ll do
Craft the materials that shape how institutional investors see Carmel — fund marketing collateral, quarterly investor communications and presentations used by senior leadership — bringing a strong point of view on content, design and messaging
Support SVP as a trusted point of contact for a sophisticated institutional investor base, fielding and resolving diligence questions, data requests and ad-hoc inquiries with precision and judgment
Support the Firm's capital raising efforts end-to-end: building fundraising materials, facilitating fund offering documents process and preparing the qualitative and quantitative research that informs prospecting strategy
Partner directly with the SVP on investor events — owning project management from concept through execution, including the materials that go with them
Identify and lead process improvements across the department, turning manual work into scalable systems as the team and the platform grow
Own the data infrastructure behind investor relationships — CRM, Qvidian, Preqin/Evestment, the Microsoft Office suite and emerging AI tools — keeping records, lists and reporting accurate and audit-ready
Help manage the day-to-day operations that keep the function moving, including the IR group inbox, list management and data reconciliation
At Carmel Partners, our mission is to create exceptional multifamily communities that enrich lives and neighborhoods.
Founded in 1996, Carmel is one of the nation’s leading specialists in real estate investment management, focusing on U.S. multifamily development and construction, renovation and debt investments. Through its vertically integrated platform, Carmel seeks to achieve superior risk-adjusted returns across market cycles by investing in relatively supply-constrained, high-barrier-to-entry markets in the United States.
Visa SponsorshipCarmel Partners is currently unable to sponsor or assume sponsorship of an employment visa for this role. We require that applicants be authorized to work in the U.S.A.
Inclusion StatementWe are committed to equitable hiring and promotion practices. We lead with integrity and believe in building a diverse and inclusive workplace, rooted in a culture of mutual respect. By welcoming varied backgrounds, perspectives and ideas, we cultivate engagement and a sense of belonging that creates community within, so Carmel can build communities that thrive.
Carmel Partners is an Equal Opportunity Employer, committed to providing employees with a work environment free of discrimination and harassment. Employment decisions are based on business needs, job requirements and individual qualifications without regard to race, color, religion or belief, gender, gender identity, gender expression, sexual…
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