Associate, Investor Relationships

About Prime Finance

Prime Finance, founded in 2008, is a well-established, diversified commercial real estate credit investment platform with more than $15 billion in assets under management. Prime Finance has two primary lending strategies that structure financing solutions ranging in size from $10 to $200+ million with teams in San Francisco, Chicago, and New York that originate loans and provide capital across the commercial real estate spectrum. In addition to our lending programs, Prime Finance is an active investor in investment grade and below-investment grade CMBS both at original issuance and on the secondary market.

Job Summary

The selected candidate will play a vital role in the capital raising process for our range of real estate debt funds. The Investor Relationships Team is responsible for all aspects of capital and strategy formation and investor reporting. This role provides an opportunity to develop a broad range of real estate capital markets and business development expertise. It provides deep and extensive exposure to one of the nation’s premier institutional real estate finance companies, as well as a wide array of sophisticated investors.

This position is responsible for executing a full range of activities relating to capital raising. These activities include independently leading preparation and coordination for investor meetings and roadshows, developing and refining firm marketing materials, and responding to investor requests. The Associate will work cross-functionally to synthesize information, identify and resolve issues, and ensure investor-facing deliverables are accurate and timely.

Essential Functions

Lead the preparation and coordination of meetings and roadshows with prospective institutional investors and consultants, including conducting research, developing briefing materials, anticipating information needs, and coordinating follow-up activities

Attend investor pitches/meetings and take ownership of coordinating and resolving follow-up items, working across internal teams to ensure timely and complete responses to investors and consultants

Develop and coordinate presentations, case studies, and other materials for new funds, synthesizing inputs from investment, asset management, analytics and other internal teams into clear investor-facing content

Own the quarterly update process for assigned investor collateral, coordinating data across teams, reviewing materials for accuracy and consistency, and proactively identifying questions or issues requiring resolution

In conjunction with the Analytics Team, maintain detailed support for all data in collateral material, working closely with Compliance to ensure appropriate review of all materials

Partner with internal teams to develop and enhance communications for existing and potential investors, tailoring content to the audience and helping anticipate investor questions and information needs

Manage social media and online marketing efforts in accordance with brand standards, including LinkedIn content and website updates

Oversee inbound investor requests to ensure a high-touch, high-value experience, independently addressing routine requests and coordinating complex, escalated, and urgent requests across internal teams prior to submitting for senior-level review

Proactively maintain, monitor, and update investor CRM database, ensuring data integrity, identifying gaps, and recommending process improvements that enhance the team’s ability to track investor activity and relationships

Bachelor’s Degree or equivalent required; additional degrees or certifications a plus but not required

5+ years of relevant experience within investor relations, client service, or sales enablement within commercial real estate, private debt, private equity, investment management, or a related financial services environment

Excellent written and verbal communication skills, with the ability to synthesize complex information and tailor messaging to investors, consultants, senior leaders, and internal partners

Experience developing investor-facing materials, responding to due diligence requests, and coordinating information across multiple internal stakeholders

Strong analytical and problem-solving skills, with the ability to interpret complex information, identify inconsistencies or information gaps, and develop appropriate recommendations or next steps

Demonstrated ability to build effective relationships, influence outcomes, and coordinate work across Investment, Asset Management, Accounting, Legal, Compliance and other internal teams

Ability to independently manage multiple complex deliverables and competing priorities in a fast-paced environment, adjusting plans as firm and investor needs shift

Strong attention to detail, with a demonstrated commitment to producing accurate, complete, and polished investor-facing materials

Sound judgment and professionalism when handling confidential or sensitive investor and firm information

Demonstrated ability to identify and implement improvements to processes, communications, data quality, or team workflows

Proficiency in Microsoft Word, Excel, and PowerPoint; experience with Juniper Square, investor CRM platforms, or similar systems preferred

NOTE: This job description is not intended to contain a comprehensive list of every activity, duty, or responsibility required of the employee. Duties, responsibilities, and activities may change consistent with the purpose of the position, department, and Company objectives.

The expected annual base salary range for this role is $98,500 - $150,000. Actual base salary will be determined by several components, including but not limited to: relevant experience, skills and qualifications, base salary of internal peers, and geographic location. In addition to base salary, this role may be eligible for a discretionary annual bonus and a variety of financial, wellbeing, and health / welfare benefits.

Equal Opportunity Employer

Prime Finance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.