Investor Relations Associate Operations

Time Equities Inc. is seeking an Investor Relations Associate who will be responsible for managing the full investor lifecycle - from onboarding to ongoing communications and reporting – while ensuring operational excellence, regulatory compliance, and tight-knit internal coordination. The role is well-suited for a detail-oriented and organized individual interested in long-term professional development in private real estate investments and wealth management.

•             Lead investor onboarding processes, including subscription documentation, KYC/AML compliance workflows, and investor portal setup

•             Manage outbound transactions, including commissions, redemptions, liquidity events, and capital calls, ensuring accuracy and timeliness

•             Maintain precise investor records by coordinating closely with third-party fund administrators and custodians 

•             Management of the App Folio Investor Portal

•             Prepare and distribute investor correspondence, including quarterly distribution notices, bi-annual performance updates, and year-end tax reporting

•             Respond promptly to investor inquiries and provide clear explanations of offering performance, structure, and future expectations

•             Conduct proactive outreach to strengthen relationships with investors and financial advisors

•             Collaborate with internal teams across acquisitions, asset management, legal, tax, and accounting to provide the highest value to investors

•             Maintain organized internal data systems, ensure data quality, and coordinate with compliance teams to meet FINRA and SEC requirements

•             Identify opportunities to improve internal processes and assist with the implementation of new technologies and systems

 

•             Bachelor’s degree in business, finance, real estate, economics, communications, or related field (preferred)

•             2–3+ years of professional experience in finance, investor relations, private wealth advisory, or related real estate/investment fields

•             Proficiency with Microsoft Excel, PowerPoint, and the HubSpot CRM system

•             Ability to work in the TEI HQ office 5 days a week

 

 ATTRIBUTES FOR SUCCESS

•             Professional written/verbal interpersonal communication skills with a client-service mindset

•             High level of organization, accuracy, and attention to detail

•             Ability to maintain confidentiality and manage sensitive information

•             Strong initiative and ability to work both independently and as part of a team

•             Ability to manage multiple deadlines and adapt to changing priorities

•             Interest in real estate, investing, private markets, and in developing skills across investor relations, capital administration, and operational systems

 

•             A broad competitive compensation and benefits package including Medical, Dental, Vision, Life, Disability, supplemental disability, parental leave policies, 401(k) & match, profit sharing, tuition reimbursement, and broad voluntary and pre-tax benefits

•             Employee assistance wellness programs and services, including mentorship, health advocate, EAP, counseling, financial planning, and legal consultation 

•             Employee engagement,t including Women’s Equity, Change, and Wellness Committees

 

TEI is all about its people. Many of the key personnel are industry leaders in their fields, and most of the senior staff have been with the company for more than 30 years.  Working together as a close-knit team, TEI offers employees an entrepreneurial environment and provides resourceful learning opportunities across all its departments (acquisitions, tax/finance, legal, accounting, brokerage, etc.) to promote personal and career growth.  

 

Time Equities, Inc. does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment decisions are based on qualifications, merit, and business needs. 

For more information, please visit our website at www.timeequities.com