Capital Markets & Investor Relations Associate
Chapel Hill, NC - hybrid flexibility
$80-90k with bonus potential
Bell and Associates is partnering with a Real Estate Investment firm based in the Raleigh area looking to fill an Investor Relations Associate position. This role will be a key player in supporting capital raise efforts, investor relations, maintaining and updated CRM, and creating polished and presentable investor materials.
Key Responsibilities
Fundraising and Pipeline Support
- Maintain an accurate, actionable fundraising pipeline, including investor interests, relationship history, commitments, and next steps.
- Translate meeting notes into CRM updates, follow-up tasks, and draft investor correspondence.
- Research prospective investors and prepare meeting briefs tailored to their investment criteria.
- Coordinate follow-up across leadership, capital markets, and investment teams.
- Prepare weekly reporting on fundraising progress, outstanding requests, and priorities.
Investor Communications and Presentation Development
- Create and update investor presentations, deal briefs, investment summaries, and supporting materials using approved analysis and direction from the investment team.
- Translate complex investment information into clear, accurate, visually polished communications.
- Check materials for consistency across financial figures, messaging, formatting, and versions.
- Support communications for new offerings and existing investments, including legacy assets.
- Coordinate investor outreach campaigns, database segmentation, and ongoing engagement.
CRM and Investor Operations
- Own day-to-day CRM administration, contact organization, data quality, and task tracking.
- Maintain investor portal content and coordinate onboarding, subscription-document tracking, and outstanding information requests with the appropriate internal teams.
- Ensure investor questions reach the right person and receive timely responses.
- Establish repeatable workflows, templates, and reporting processes that improve team execution.
- Identify practical opportunities to use technology and automation while maintaining accuracy and appropriate review.
Qualifications
- Approximately 3–7 years of relevant experience in investor relations, capital markets support, financial marketing, client service, or investment operations.
- Experience in commercial real estate, private equity, wealth management, or financial services preferred.
- Strong writing, editing, presentation development, and organizational skills.
- Hands-on CRM experience; familiarity with Juniper Square is a plus.
- Proficiency in PowerPoint and Excel, with the ability to understand and communicate investment metrics.
- Demonstrated ability to manage multiple deadlines and move work forward with incomplete information.
- Advanced financial modeling is helpful but is not the primary focus of this position.
