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Job Details

Vice President Investor Relations

Company name
Carmel Partners

San Francisco, CA

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Carmel Partners

is a well-capitalized private real estate firm with expertise in Investment and Development of multi-family real estate. We offer an entrepreneurial and fast-paced work environment with passionate and motivated people who have a drive to learn, innovate, and succeed.

Reporting to the SVP and Head of Investor Relations, Marketing and Research, the Vice President of Investor Relations

will be responsible for supporting current investors with regular communications, responding to inquiries, and by planning, organizing and facilitating the annual investor meeting and call. The Vice President will also support the development of new investor relationships and new fund raises every 2-3 years.


: San Francisco, CA

What you'll do:

Support robust and timely communication with investors and coordinate responses to incoming investor inquiries working with other teams across the organization to gather information

Help coordinate and drive content for our Annual Investor Meeting and our Annual Investor Call

Support production of materials and participate in marketing and due diligence meetings with investors and consultants

With the IR team and other groups within Carmel, help support the production of all marketing materials including, pitch books, PPMs and other materials

With the Head of Investor Relations, help cultivate a strong set of institutional prospects for each fund raise cycle, including allocators and consultants, and help drive successful fundraises

Support the response to all due diligence requests from investors and consultants

Build and maintain Carmel's brand through management, sponsorship, and active participation in select associations and conferences

Help build and manage our relationship network

Maintain CRM system information on all prospective investors

Skills we're seeking:

Undergraduate degree in Business, Finance, Economics, MBA preferred

7 years of experience in investment management and/or the real estate industry with Investor Relations and Business Development experience

Understanding of broad financial markets and indices

Understanding of SEC regulations that impact investor/external communications a plus

Strong financial modeling, finance and accounting skills with superior attention to detail

Strong data analysis skills, including the ability to analyze data and draw clear, concise conclusions, identify, and define problems, and develop creative solutions to problems

Ability to engage in dialogue with investors—outstanding interpersonal, facilitation and presentation skills in a variety of different settings

Impeccable writer, editor and visual communicator, expert in Microsoft Office, with an emphasis on PowerPoint and Excel

Positive, detail-oriented team player committed to meeting deadlines

Desire and ability to work in a demanding, fast-paced environment, correctly prioritizing work across a variety of projects

Ability to interact, collaborate, and communicate with cross-functional leadership teams

Top reasons to work for Carmel:

Opportunity to work For a premier, well-funded, and experienced operator

In an entrepreneurial environment that supports creative thinking

With a dynamic team in a role that has opportunity for continued growth and responsibility as aptitude is demonstrated

Company info

Carmel Partners

Company Profile

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