Investor Relations Assistant

Uptalent.io
Summary
Join our client, a dynamic real estate investment organization, as a part-time, remote Investor Relations Assistant. Support fundraising by conducting initial outreach to potential investors, managing scheduling and follow-ups, and engaging in initial investor communication. Maintain strong relationships with investors and provide administrative support, including organizing investor information. This role requires at least 3 years of relevant experience, excellent communication and organizational skills, and technical proficiency. A Bachelor's degree in a related field is preferred. Enjoy competitive compensation, flexible hours, access to top-tier clients, and professional development opportunities.
Requirements
- Minimum of 3 years of relevant work experience, preferably in real estate, wealth management, finance, or high-end sales
- Exceptional verbal and written communication skills with minimal accent, enabling effective interaction with a diverse investor base
- Strong organizational and project management abilities, with attention to detail and the capacity to prioritize tasks effectively
- Familiarity with CRM systems, Microsoft Office Suite, and other relevant software tools
Responsibilities
- Conduct preliminary outreach to potential investment leads to support fundraising initiatives. This includes light research and note-taking on prospective investors
- Manage appointment scheduling, coordinate follow-ups, and organize investment materials to ensure timely and effective communication with investors
- Engage in initial phone calls with investors to prequalify leads and develop ongoing relationships with the investor base
- Provide executive assistant support, including organizing and maintaining investor information and electronic files
Preferred Qualifications
Bachelorβs degree in Business Administration, Finance, Real Estate, or a related field
Benefits
- Competitive compensation based on experience and skills
- Flexible working hours and remote work environment
- Access to a network of top-tier clients
- Professional development and training opportunities