Description
The Associate Director will be an integral part of the Private Markets Investor Relations Operations team, led by the Managing Director, Head of Investor Relations Operations. In this high-impact role, you will be at the forefront of supporting our Investor Relations team and driving fundraising initiatives across both North American-focused Real Estate Equity and Real Estate Credit strategies. Based in Los Angeles, Boston, New York or Toronto the candidate will thrive in a collaborative environment, gaining visibility to top-tier investment teams in a fast-paced capital raising environment.
This is a unique opportunity to play a pivotal role in shaping the success of the Real Estate platform while advancing your career in an innovative and results-driven setting.
Responsibilities
Leadership & Real Estate Strategy Expertise
Provide senior day-to-day leadership within Investor Relations Operations team, fostering collaboration, reinforcing best practices, and ensuring disciplined execution across concurrent fundraising and client deliverables.
Apply strong working knowledge of private real estate strategies—including Core, Core-Plus, Value Add, Opportunistic, and Real Estate Credit—to support positioning, investor engagement, RFP and RFI submissions, competitive analysis, performance summaries, and real-time diligence discussions.
Work with the Private Markets and Real Estate team in a collaborative environment to create a best-in-class Investor Relations platform and program with a client-first philosophy.
Marketing Content Creation & Management
Lead and own the end-to-end development and ongoing maintenance of core marketing and client-facing materials, including pitchbooks, factsheets, case studies, track record narratives, and meeting presentations, with a high bar for accuracy, consistency, and timeliness.
Coordinate content development and logistics alongside the broader team for the Annual Investor Conference and other investor events, partnering with IR and investment teams to produce polished, decision-useful presentation materials and client-facing experiences.
Due Diligence Materials & Investor Information Requests
Partner with Proposal Services to manage completion of Real Estate RFPs, RFIs, and DDQs, and ensure inputs are well-sourced, compliant, and aligned with consistent messaging.
Respond to recurring and ad hoc investor requests by leveraging product knowledge and internal information systems; synthesize complex inputs into clear, investor-ready responses.
Partner with Distribution and Investor Relations to maintain virtual data rooms.
Lead the logistics in production of investor forums, quarterly calls, and internal/external formal and informal updates.
Project Management & Cross-Functional Coordination
Serve as a project manager across Investments, Finance, Legal, Compliance, Product, Risk, Sustainability, and other functional partners to ensure timely delivery, thorough reviews, and quality control of all investor materials and diligence outputs.
Identify opportunities to improve scalability and execution (e.g., templates, content libraries, intake workflows, review checklists) and implement enhancements to streamline IR operations.
Strong ability and/or track record in working across cross-functional teams to deliver projects and outcomes on time.
Work across the broader Private Markets IR platform to recommend and adopt best practices for the real estate platform’s evolution.
Content Governance & Reporting
Contribute to quarterly fund/client reporting and support internal reporting requests for senior leadership, providing clear, reliable updates on fundraising activity, capital deployment, performance, deliverables, and investor engagement.
Key Success Measures
Improved Real Estate content and strategy, efficiency, scalability, and execution predictability.
Clear, well-functioning Real Estate operating model with defined ownership and governance.
Transparent and disciplined partnership in elevating the Real Estate product content & strategy.
Successful adoption of AI and automation initiatives.
Strong collaboration and satisfaction across functional support teams.
Alignment between…
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