Associate, Investor Relations

Job Description

Job Description

Position Description
Department: Investor Relations

FLSA Status: Exempt; Full-time

Position Title: Associate, Investor Relations

Reports To: Managing Director, Investor Relations

Location: Washington, DC

Date: July 2026

Position Description: Under the direction of the Managing Director, Investor Relations, the Associate, Investor Relations is primarily responsible for supporting capital raising, client retention and consultant relations efforts for National's fund offerings. Key responsibilities include performing competitive analysis; researching prospects; creating, maintaining and refining marketing materials, including pitch decks, due diligence questionnaires (DDQs) and offering memoranda; serving as a product expert within the Investor Relations team; participating in investor pitches and account reviews; preparing and reviewing RFP responses; crafting investor communications; and collaborating with Portfolio Management, Investor Relations, Marketing, Research, Compliance and members of senior management to help meet National's capital growth objectives. The Associate demonstrates strong financial literacy, sound judgment, creativity and leadership while operating in a fast-paced, highly collaborative environment.

Essential Functions:
1. Support capital raising, client retention and consultant relations efforts for National Real Estate Advisors as a product specialist.
2. Perform competitive analysis and market research to position fund offerings effectively with prospects, client and consultants.
3. Create, maintain and refine marketing materials including pitch decks, DDQs offering materials and other product collateral.
4. Research prospective investors and help prepare Investor Relations and Portfolio Management team members for introductory meetings.
5. Collaborate with placement agents in maintaining a pipeline of opportunity, planning road shows and coordinating outreach to prospective investors.
6. Serve as a product expert within the Investor Relations team, maintaining fluency in our strategies, portfolio composition, market positioning and key investor considerations.
7. Draft investor communications and assist Portfolio Management with quarterly updates, investor letters, meeting follow-ups and other communications regarding fund activity, performance and strategy.
8. Help coordinate and execute periodic, fund Limited Partner Advisory Committee
meetings.
9. Participate in investor pitches, consultant meetings and account reviews.
10. Assist with the client on-boarding and documentation process.
11. Collaborate with Portfolio Management, Investor Relations, Marketing,
Research, Compliance, and senior management to ensure materials and communications support National's capital growth objectives and satisfy internal review requirements.
12. Demonstrate commitment to and abide by National’s Regulatory Compliance Manual and Code of Ethics.
13. Periodic overnight travel is required on an as needed basis to attend meetings, complete research, and participate in other special events.

Other Duties and Responsibilities:
1. Assist with special projects as directed.
2. Keep abreast of market conditions, industry news, and regulatory issues; continue professional development as appropriate.
3. Strict adherence to the terms and provisions as detailed in National’s Employee Handbook.
4. Complete compliance with National’s Regulatory Compliance Manual, Code of Ethics and underlying compliance policies and procedures.
5. Must demonstrate commitment to National’s pragmatic stewardship approach in daily business activities, including meeting our overarching fiduciary responsibilities and whenever feasible, incorporating energy and resource conservation practices to produce more profitable results for our clients.
6. Perform other duties as assigned.

Qualifications:
1. A bachelor’s degree in finance, accounting, economics or related field is required. Post graduate work (MBA, CFA, CAIA or equivalent professional designations) will be preferred.
2. Three to five years of working experience with a strong preference for capital markets, investor relations, real estate, infrastructure, private equity and investment management experience.
3. Strong analytical, critical thinking and communication skills with the ability to understand and clearly articulate investment strategy, performance, competitive positioning and market considerations. Must be able to interact professionally with investors, consultants, colleagues and outside parties while multi-tasking, in a fast-paced, complex working environment.
4. Proficiency at an intermediate level of Microsoft Office Suite in Excel, Power Point, Outlook and Word is required.
5. Comfort, proficiency and willingness to leverage platform approved Al tools to accomplish objectives and operate more efficiently.
6. Must be self-motivated, possess a strong work ethic and demonstrate problem-solving, communication, interpersonal and teamwork skills.
7. The ideal candidate will bring a strong blend of financial literacy and capability, creativity, competitive drive and a commitment to team success.

Work Environment:
1. This job primarily operates in a clerical, office setting. This role routinely uses standard office equipment such as computers and phones. It is a sedentary role in a professional environment; however, incumbent is required to regularly walk, sit, talk and/or hear, reach with hands and arms.

The work environment and physical demand characteristics described here are representative of those an employee encounters while performing the essential functions of this job. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.
This job description in no way states or implies that these are the only duties to be performed by this employee. This description reflects management’s assignment of essential functions and nothing in this herein restricts management’s right to assign or reassign duties and responsibilities to this job at any time. The employee in this position will be required to follow any other instructions and to perform any other duties requested by his or her supervisor.

In order to provide equal employment and advancement opportunities to all individuals, employment decisions at National will be based on merit, qualifications, and abilities. National does not discriminate in employment opportunities or practices on the basis of race, color, religion, sex, national origin, age, disability, or any other characteristic protected by law.