Capital Formation and Investor Relations Associate

Associate, Capital Formation & Investor Relations A privately held, vertically integrated real estate investment and asset management platform is seeking to add an Associate, Capital Formation & Investor Relations to their team. The firm manages a diversified portfolio across real estate- and credit-focused investment strategies and maintains a large and active investor base across multiple channels, including high-net-worth individuals, family offices, and institutional relationships. They are seeking a driven, analytically strong, and relationship‑oriented individual to support capital formation efforts and deepen engagement with a substantial investor base. This individual will focus primarily on the HNWI / family office channel, Responsibilities Actively engage with a large existing base of HNWIs and family offices to educate them on offerings and encourage reinvestment. Support fundraising initiatives across multiple channels within the broader capital markets team. Conduct outreach, schedule meetings, follow up with interested investors, and maintain consistent communication to grow commitments. Build relationships with new family offices, RIAs, and qualified investors. Attend investor meetings, roadshows, conferences, and networking events to expand reach. Prepare pitch decks, fund materials, DDQs, PPMs, and other investor‑facing documents. Manage ongoing investor reporting needs, including quarterly updates, distribution notices, capital call communications, and ad‑hoc performance requests. Coordinate with internal teams-investments, asset management, accounting, and legal-to gather data for investor materials. Maintain the firm's CRM, track engagement metrics, and organize investor information. Provide analytical support for investor decks, fundraising campaigns, and market positioning efforts. Monitor fundraising trends, competitor activity, and broader industry developments in alternatives and private real estate. Contribute to refining the firm's investment narrative. Qualifications 2-5 years of experience in private equity, real estate, capital raising, investor relations, investment banking, or related financial services. Experience working with HNWIs, family offices, or private capital sources preferred. FINRA Series 7 and Series 63 required (or ability to obtain promptly). Strong understanding of real estate, private equity, or alternative investment strategies. Highly motivated, proactive communicator who loves networking and relationship‑building. Comfortable making outbound calls, handling investor conversations, and driving momentum. Strong analytical skills; proficient in Excel, PowerPoint, and CRM systems. Detail‑oriented, organized, and capable of managing multiple deliverables. Must be local to or willing to relocate to Austin or Atlanta for an in‑office role. #J-18808-Ljbffr