15 results for Investor Relations Specialist jobs

Investor Relations Manager

Houston, TX
onsite
Permanent
115000 - 140000 USD / Yearly
Follow Shad on LinkedIn at #chalkboardtalk or Instagram at shadliraRH for videos on his open roles! Shad and his team at Robert Half is working with a public traded client in the Energy Corridor in Houston that is looking for an Investor Relations Specialist. This role will be reporting to a supportive and proven leadership team that has a number of years of industry experience that will provide a foundation for success. This candidate will be working closely with the C-Suite and be a pivotal infrastructure piece for the teams continued success. A detailed outline for this role will be given to candidates that meet the minimum requirements. Candidate must have a Bachelor’s Degree with an advanced degree a plus, 2 plus year’s investment banking with working knowledge of SEC requirements or 3 plus year’s public accounting or transaction advisory experience with SEC clients, a mastery of Microsoft Excel, can demonstrate a strong collaborative approach to working with all levels in the organization. Company's compensation make up is base salary, bonus potential and benefits. For confidential consideration for this opportunity please e-mail Shad at [email protected] with your Microsoft Word Resume with Investor Relations in the subject line.
2026-03-02T00:00:00Z

Investor Relations Associate

Austin, TX
onsite
Permanent
90000 - 100000 USD / Yearly
About the job My client, a well-established and growing real estate investment firm based in Austin, Texas, focused on acquiring, developing, and managing high-quality commercial Real Estate throughout Central Texas and select U.S. markets. Our firm partners with institutional and high-net-worth investors to deliver strong, risk-adjusted returns through disciplined investment strategies and operational excellence. Position OverviewThe Investor Relations Associate will support the firm’s capital raising, investor communications, and reporting efforts. This individual will serve as a key point of contact for existing and prospective investors while ensuring a best-in-class investor experience. The ideal candidate is detail-oriented, proactive, and comfortable working in a fast-paced real estate investment environment. This role is ideal for someone with 1–2 years of experience in investor relations, real estate private equity, investment management, financial services, or a related field. Key ResponsibilitiesInvestor Communications & Relationship Management<ul><li>Serve as a primary point of contact for investor inquiries and requests</li><li>Maintain regular communication with investors regarding fund performance, capital calls, distributions, and updates</li><li>Assist in onboarding new investors and managing subscription documentation</li></ul>Reporting & Analytics<ul><li>Coordinate quarterly and annual reporting materials, including performance summaries and investor letters</li><li>Work closely with asset management, accounting, and finance teams to gather accurate reporting data</li><li>Maintain and update investor databases and CRM systems</li></ul>Capital Raising Support<ul><li>Assist in preparing investor presentations, pitch decks, and marketing materials</li><li>Support due diligence requests from prospective investors</li><li>Help coordinate investor meetings, webinars, and events</li></ul>Administrative & Compliance Support<ul><li>Track capital commitments, contributions, and distributions</li><li>Ensure compliance with internal policies and regulatory requirements</li><li>Maintain organized digital and physical records of investor documentation</li></ul>Compensation & Benefits<ul><li>Competitive base salary (commensurate with experience)</li><li>Performance-based bonus</li><li>Health, dental, and vision insurance</li><li>401(k) with company match</li><li>Professional development opportunities</li><li>Dynamic and collaborative team environment in Austin, TX</li></ul>Benefits found in job postVision insurance, 401(k)bRequirements added by the job poster• Bachelor's Degree• 1+ years of work experience with Investor Relations
2026-02-18T00:00:00Z

Investor Relations Associate

Palo Alto, CA
onsite
Permanent
100000 - 120000 USD / Yearly
Are you experienced in fundraising and energized by outreach to Limited Partners, looking to join a growing firm that values driven, ambitious professionals? Our client is a Silicon Valley, early-stage venture capital firm investing in transformative founders and emerging businesses. The firm is experiencing a period of accelerated growth, expanding its internal infrastructure to support future fundraising and long-term scale.They are seeking an Investor Relations & Fundraising Associate to play a critical role in capital raising efforts and Limited Partner engagement. This position is well-suited for a commercially minded, relationship-driven professional who thrives in outbound outreach, long-cycle relationship management, and close partnership with senior leadership. The role offers direct exposure to firm leadership and sophisticated institutional investors. Key Responsibilities<ul><li>Execute and support fundraising campaigns, including investor outreach, meeting coordination, and follow-up communications</li><li>Source, cultivate, and manage a pipeline of prospective LPs, including institutions, corporates, and family offices</li><li>Drive structured outbound efforts and maintain consistent engagement across investor relationships</li><li>Create and tailor fundraising materials, pitch decks, and investor correspondence</li><li>Assist with LP communications, including quarterly reporting, ad hoc data requests, capital calls, and distributions</li><li>Maintain CRM systems and monitor fundraising metrics and performance indicators</li><li>Support planning and execution of Annual Meetings and investor events</li><li>Develop a deep understanding of the firm’s investment strategy and articulate it clearly to external stakeholders</li></ul>
2026-02-23T00:00:00Z

Investor Associate (Underwriter)

New York, NY
onsite
Permanent
120000 - 180000 USD / Yearly
Our client, a New York City-based family investment office, is seeking a Senior Investment Associate to join their growing team. This office invests across both private and public markets through direct investments, co-investments, and fund allocations with exposure to a broad spectrum of asset classes. The portfolio spans early-stage startups through post-IPO companies, all supported by a dynamic, high-performing, and entrepreneurial culture. The Senior Investment Associate, Underwriter, plays a pivotal role in maintaining the team’s high standards of underwriting, comprehensive financial diligence, and rigorous investment decision-making. This position ensures that all analyses and executions are high-quality, consistent, and robustly defensible across direct deals, co-investments, and fund opportunities. Key Responsibilities:· Develop and manage detailed financial models for direct investments, co-investments, and fund opportunities· Evaluate unit economics, margin profiles, cash flow projections, capital efficiency, and burn/runway across various stages of company growth· Conduct downside, sensitivity, and scenario analyses; proactively identify and communicate aggressive or unsupported assumptions· Support financial due diligence by organizing data rooms, reviewing third-party reports, analyzing management materials, and tracking outstanding diligence items
2026-02-26T00:00:00Z

Investment Trading Analyst

Minneapolis, MN
onsite
Permanent
70000 - 80000 USD / Yearly
We are in the search for an Investment Trading Analyst to join our team in Minneapolis, Minnesota. The role primarily involves supporting the acquisition of various forms of investments, assisting in trading desk operations, and interacting with multiple business units within the financial services industry. Responsibilities:• Accurately maintain data used in investment trading decisions, ensuring its availability from the initiation to the settlement of trades.• Conduct portfolio analysis using data analysis tools, Microsoft Excel, MySQL, and SQL.• Engage directly with trade partners to resolve data-related inquiries.• Oversee portfolio reporting infrastructure and ensure its accuracy and efficiency.• Establish yourself as the go-to expert for all reporting and data analysis related to portfolio acquisitions.• Assist in research projects as per the requests of portfolio managers.• Monitor the outcomes of investment strategies and make necessary adjustments.• Collaborate with technology/data teams to ensure the accuracy of information and analysis.• Regularly analyze portfolio return/risk.• Handle all processes related to trade commencement to settlement. Minimum Qualifications:<ul><li>Bachelor's degree in finance, economics or mathematics (a minor in data science or computer science ideal)</li><li>1+ Years relevant work experience in Financial Services.</li><li>Strong multitasking and prioritizing skills</li><li>Excellent communicative abilities</li><li>Comfortable working in a fast-paced environment</li><li>High analytical skills</li><li>Intermediate to advance Microsoft Excel skills and understanding of Data Base management tools</li><li>A proactive attitude to developing new ideas and refining existing processes</li></ul>Preferred Qualifications:<ul><li>Experience in credit and real estate</li><li>Familiarity with business intelligence tools such as Tableau and CAS</li><li>Progress towards investment-related certifications like CFA</li></ul>Opportunity awaits a skilled professional who can bring their expertise to our dynamic trading environment. If you feel your profile is a good match, we'd love to hear from you.To apply for this opportunity, please message Douglas Rickart on LinkedIn, Call Doug at 612-249-0330 or submit your resume/application through our career site.
2026-02-19T00:00:00Z

IT Sales & Account Relationship Specialist

Medford, OR
onsite
Permanent
65000 - 70000 USD / Yearly
We’re seeking an IT Account Relationship Manager to build strong client relationships, ensure satisfaction, and drive growth through trusted support and consultative service. The primary focus will be serving and growing existing client relationships while also acquiring new clients through strategic efforts. This role blends consultative account management with proactive business development: strengthening client partnerships, driving technology alignment, generating referrals, and uncovering new opportunities. Responsibilities<ul><li>Serve as the main point of contact for client needs.</li><li>Conduct business reviews and create tailored growth plans.</li><li>Proactively address challenges and identify service opportunities.</li><li>Turn satisfied clients into advocates through referrals and testimonials.</li><li>Collaborate with internal teams to improve service delivery.</li></ul> Qualifications<ul><li>IT knowledge and sales success in the IT or related work history</li><li>Experience in client relationship management, sales and/or account support.</li><li>Strong communication, planning, and problem-solving skills.</li><li>Proficiency with CRM and productivity tools.</li><li>Dependable, positive, and results-focused team player.</li></ul> If you have a background in Technology related sales and/or account management and motivated to help clients succeed and grow lasting partnerships, we’d love to connect. Onsite in Medford, ORBase salary $50,000 - $70,000 plus commissionGood benefits! Join our friendly team to explore new challenges, enhance your career, and work alongside professionals who inspire growth. Take the next step and apply today!
2026-02-13T00:00:00Z

Investment Officer

Plano, TX
onsite
Permanent
0 - 0 USD / Yearly
We are looking for an Investment Officer to join our team in Dallas, Texas, and contribute to enhancing our relationships with credit unions while expanding our market presence. This role involves driving sales of diverse investment products and representing our organization at industry events to strengthen brand recognition. The ideal candidate will excel in building client relationships and strategically managing accounts to achieve sales goals. Responsibilities:• Build and nurture relationships with credit union clients to foster trust and increase business opportunities.• Identify new prospects and effectively communicate the value of investment products to expand the client base.• Manage assigned accounts strategically to meet individual sales targets and contribute to market growth.• Promote investment opportunities through both virtual and in-person communication channels.• Represent the organization at conferences and industry events to enhance brand visibility and attract potential clients.• Collaborate with internal teams to align sales strategies with organizational goals and market trends.• Stay updated on market developments and financial instruments to provide clients with informed recommendations.• Develop tailored investment solutions for clients, including fixed-income securities, certificates of deposit, and subordinated debt.• Monitor client needs and feedback to ensure satisfaction and long-term partnerships.• Prepare detailed reports and analyses to track sales performance and identify areas for improvement.
2026-02-20T00:00:00Z

Business Development Specialist

Arlington, TX
onsite
Permanent
80000 - 90000 USD / Yearly
We are looking for a skilled Business Development Specialist to join our team in Arlington, Texas. This role is ideal for someone with a strong background in construction and a passion for building client relationships, driving revenue, and managing project bids. The successful candidate will work closely with various teams to identify growth opportunities and contribute to the overall success of the organization. Responsibilities: • Build and nurture relationships with construction clients, contractors, and vendors to foster long-term partnerships. • Identify and pursue new business opportunities within the construction industry to expand the company's client base. • Collaborate with estimating teams and project managers to develop competitive bids and proposals. • Monitor and analyze sales performance metrics to ensure alignment with business objectives. • Manage and track pipeline activity to maintain visibility into upcoming projects and opportunities. • Coordinate with leadership to align business development strategies with company goals. • Ensure compliance with all relevant regulations and maintain accurate records of client interactions. • Represent the company at industry events and networking opportunities to enhance visibility and reputation. • Stay informed on market trends and competitor activities to identify strategic advantages. • Utilize technology and software tools to streamline processes and improve efficiency in business development activities.
2026-02-20T00:00:00Z

Investment Executive

Hyannis, MA
onsite
Permanent
60000 - 90000 USD / Yearly
We are looking for a skilled and client-focused Investment Executive to join our client located in the Greater Cape Cod Region. In this role, you will be responsible for building and maintaining strong relationships with clients, both individual and business, while delivering tailored investment strategies and insurance solutions. The ideal candidate will bring extensive experience in financial planning, a deep knowledge of investment products, and a commitment to helping clients achieve their financial goals. Responsibilities:<ul><li>Develop and implement personalized investment strategies that align with clients' financial objectives.</li><li>Manage and grow a portfolio of client relationships by delivering exceptional service and advice.</li><li>Execute investment transactions with precision while adhering to compliance and regulatory standards.</li><li>Identify opportunities to expand business through proactive networking and relationship-building.</li><li>Collaborate with internal teams to ensure a seamless and efficient client experience.</li><li>Stay informed on tax laws, market regulations, and compliance requirements to guide investment decisions.</li><li>Prepare and present detailed financial plans and investment strategies to clients.</li><li>Facilitate insurance solutions that complement clients' overall financial plans.a</li></ul>
2026-02-18T00:00:00Z

Investment Accounting Advisory Specialist

Bellevue, WA
remote
Permanent
135000 - 165000 USD / Yearly
We are looking for a knowledgeable Investment Accounting Advisory Specialist to join our team in Bellevue, Washington. In this role, you will provide expert advice and guidance on complex accounting matters related to diverse investment portfolios, ensuring compliance with regulatory and accounting standards. This position offers the opportunity to collaborate with cross-functional teams and contribute to strategic decision-making within the financial services sector. Responsibilities:• Conduct in-depth research to offer practical accounting guidance for various asset types, including traditional investments, private equity, derivatives, and alternative assets.• Advise senior leadership on the accounting implications of new investments and evolving regulatory guidance.• Collaborate on the implementation of new accounting standards, providing transaction advisory support.• Act as a key resource for internal teams by translating complex accounting principles into actionable strategies that align with organizational objectives.• Evaluate regulatory and accounting changes to ensure investment accounting policies are updated and effectively applied.• Analyze and review consolidation processes for new limited partnership investments.• Prepare and present detailed technical documentation and memos regarding accounting treatments and transactions.• Lead special projects, such as adopting new accounting standards and enhancing reporting practices within investment accounting. The salary range for this position is $135,000 to $165,000. Benefits:M/D/VLife and AD&D insuranceSTD/LTD401k with match3 weeks PTO + 7 flex days10 paid holidays5 days sick leave
2026-03-06T00:00:00Z

Real Estate Specialist

Menlo Park, CA
onsite
Temporary
35 - 50 USD / Hourly
We are looking for an experienced to join our team in Menlo Park, California. In this long-term contract position, you will play a vital role in managing departmental projects, ensuring smooth operations, and fostering collaboration across various teams and stakeholders. This role requires exceptional organizational skills, attention to detail, and the ability to handle multiple priorities effectively. Responsibilities:• Manage project schedules, activities, and reporting to ensure efficient utilization of company resources.• Coordinate departmental projects, documenting each phase and ensuring tasks are completed within designated timelines.• Provide administrative leadership, overseeing processes such as paperwork flow and departmental documentation.• Support human resources activities, including coordinating hiring processes, conducting orientations, and ensuring policy compliance.• Monitor inventory and supplies, conducting periodic reviews and preparing reports for facility management.• Organize and manage events, ensuring all logistics and details are handled effectively.• Serve as a liaison between departments, vendors, and customers to maintain strong working relationships.• Facilitate workshops and committee meetings, presenting results and guiding discussions.• Participate in assigned projects, ensuring completion within required timeframes and providing updates as needed.• Track cost management efforts, presenting findings during departmental staff meetings.
2026-03-05T00:00:00Z

Member Engagement Specialist

Las Vegas, NV
onsite
Contract / Temporary to Hire
24 - 25 USD / Hourly
The Member Engagement Specialist is a vital member of the team and is responsible for assuring superior customer service to all association members and successful operations of the front office. This position performs a wide variety of administrative support functions with minimum guidance, frequently in a confidential fashion. Successful candidate will act as the central point of contact for all association members therefore will play a primary role in promoting a professional image and valued reputation. Duties and Responsibilities:•Provide customer service to approximately 100-150 members a day via in person, telephone, or e-mail.•Process new member applications which include: review of documents provided, data entry, processing payments for dues and fees and a 20–30-minute presentation on requirements and benefits to each applicant.•Process an average minimum of 75 transactions per day, including applications, member and office drops, transfer of members from one office to another, and reinstating members who have been out less than a year.•Maintain the Association DOS-based membership database system (Rapattoni) for additions or changes to member and office information•Add members, edit information and update the lockbox key system database (SentriLock)•Assist accounting during key billing periods by posting payments for member dues and fees in Rapattoni.•Process office applications, reinstatements, and changes to office information which include: review of documents provided and data entry in data base (Rapattoni). May include processing payments for dues and fees.•Work with Sentrilock employees and database to process SentriLock lockbox buy-backs; process refunds for purchase of lockbox buybacks in Rapattoni and work with the accounting department on refunds. Issue key violations.•Process Affiliate member applications, reinstatements, and information changes, including review of paperwork, data entry into member database (Rapattoni) and processing payments for dues and fees.•Check all work processed the previous day for accuracy.•Scan all paperwork each day into the paperless system.•Work with other Associations across the country if a member has joined in multiple areas.•Prepare and send letters notifying those agents who have not completed their requirements for membership.•Prepare informational materials for distribution to new members upon completion of the application process.•Process registration and take payments for LVR events and educational classes.•Respond to member requests via email, website or phone.•Confirm updated Nevada real estate license information from the State of Nevada’s website and update Association database (Rapattoni).•Will be cross trained on reception phones and REAL Store if needed for lunch, breaks and staff relief.
2026-03-04T00:00:00Z

Relationship Manager - Structured Finance

Needham, MA
onsite
Permanent
175000 - 195000 USD / Yearly
We are looking for an experienced Relationship Manager specializing in Structured Finance to join our clients growing team here in the Greater Boston area. This position focuses on originating and managing Commercial & Industrial (C&I) loans while fostering strong relationships with middle-market clients. The ideal candidate will excel in business development, portfolio management, and credit analysis, ensuring compliance with regulatory guidelines. You must have a book of business that you can bring over as well as dealing with deal sizes of $30MM - $100MM. Responsibilities:• Build and nurture relationships with middle-market clients, handling loan requests from origination to funding.• Perform detailed credit and financial analyses to evaluate borrower strength and structured debt proposals.• Originate and close loans for clients and prospects, focusing on lending needs ranging from $1MM to $10MM.• Prepare comprehensive credit approval reports and loan reviews for internal decision-making processes.• Represent the bank in industry and community events to strengthen client partnerships and promote the organization.
2026-03-04T00:00:00Z

Investment Operations Associate

Houston, TX
onsite
Permanent
55000 - 80000 USD / Yearly
We are looking for a bilingual Auditing Clerk to join our team in Houston, Texas. This role offers an exciting opportunity to contribute to financial operations while utilizing your analytical skills and attention to detail. If you thrive in a fast-paced environment and have a passion for numbers, this position may be an excellent fit for your career growth. Responsibilities:• Perform administrative duties to support investment operations and ensure team efficiency.• Analyze and organize financial data using advanced Excel functions, including pivot tables and VLOOKUPs.• Assist in preparing and verifying financial reports to maintain accuracy and compliance.• Address inquiries and provide assistance in both English and Spanish, delivering exceptional customer service.• Collaborate with team members to streamline operational processes and enhance productivity.• Maintain detailed documentation and records to support auditing and operational requirements.• Identify discrepancies and propose solutions to improve data accuracy.• Conduct periodic reviews of financial data to ensure compliance with internal and external standards. Our client, a dynamic and fast-paced firm located in the Galleria area of Houston, TX, is seeking a Bilingual Investment Operations Associate to join their team. If you are a proactive, detail-oriented professional who enjoys working with numbers and possesses strong interpersonal skills, this is an excellent opportunity to launch or grow your career in financial services. Key Responsibilities:Perform general administrative functions to support investment operations and team efficiency.Utilize advanced Excel functions, including VLOOKUPs and pivot tables, to organize and analyze financial data.Assist with operational tasks and ensure accuracy in financial reports.Communicate with internal and external stakeholders via phone and email.Provide exceptional service and build relationships while handling inquiries in both English and Spanish.
2026-02-16T00:00:00Z

Cash Operations & Investor Reporting Analyst

San Antonio, TX
onsite
Permanent
60000 - 75000 USD / Yearly
We are looking for a skilled Reporting Analyst to join our dynamic team in San Antonio, Texas. This role is integral to maintaining the accuracy and efficiency of our loan servicing operations, cash management processes, and investor reporting functions. The ideal candidate will bring expertise in financial modeling, reconciliation, and analytical problem-solving to ensure seamless operations and compliance across multiple systems. Responsibilities:• Reconcile daily loan servicing transactions, including payments, payoffs, and adjustments, with cash receipts to ensure accuracy.• Process borrower payments and updates related to interest, escrow, and adjustments within the servicing system.• Investigate and resolve discrepancies in cash reconciliation processes promptly.• Prepare and review monthly investor remittance reports, ensuring data accuracy and compliance.• Conduct financial modeling to calculate interest charges and disbursements for warehouse lending operations.• Analyze loan sale trade terms and reconcile them with system data and third-party servicer records.• Perform quality control checks on servicing records across internal and external systems to maintain data integrity.• Update internal systems with escrow balance changes and insurance-related transactions executed by third-party providers.• Develop and implement internal controls to enhance the accuracy of cash flow reporting and loan accounts
2026-03-02T00:00:00Z