The Investor Services Team sits underneath the Investor Relations team at Carmel Partners.

Carmel's Investor Relations team is the connective tissue between the Firm and the institutional investors whose capital funds everything we build. The Senior Associate sits at the center of that work: shaping how Carmel's strategy, performance and story reach a sophisticated investor audience and owning the systems and materials the team relies on to do it. Reporting to the Senior Vice President, this is a high-visibility role for someone who wants deep exposure to institutional capital, real estate investment strategy and Firm leadership - and who takes pride in work that is both intellectually rigorous and impeccably executed.

What you'll do

Craft the materials that shape how institutional investors see Carmel - fund marketing collateral, quarterly investor communications and presentations used by senior leadership - bringing a strong point of view on content, design and messaging

• Support SVP as a trusted point of contact for a sophisticated institutional investor base, fielding and resolving diligence questions, data requests and ad-hoc inquiries with precision and judgment
• Support the Firm's capital raising efforts end-to-end: building fundraising materials, facilitating fund offering documents process and preparing the qualitative and quantitative research that informs prospecting strategy
• Partner directly with the SVP on investor events - owning project management from concept through execution, including the materials that go with them
• Identify and lead process improvements across the department, turning manual work into scalable systems as the team and the platform grow
• Own the data infrastructure behind investor relationships - CRM, Qvidian, Preqin/Evestment, the Microsoft Office suite and emerging AI tools - keeping records, lists and reporting accurate and audit-ready
• Help manage the day-to-day operations that keep the function moving, including the IR group inbox, list management and data reconciliation

What you'll bring

• A bachelor's degree in a relevant field such as finance, business or economics; MBA preferred
• 4+ years of relevant experience - private real estate or private equity funds preferred, though we welcome strong candidates from investor relations, investment consulting, asset management, investment banking or fund administration backgrounds
• A comprehensive understanding of broad financial markets and indices
• A demonstrated track record of successfully building and managing processes
• The ability to translate complicated financial data and topics into a concise, consumable format
• Comfort working with financial data and models, with a high degree of accuracy and attention to detail
• Advanced proficiency in MS Office Suite, particularly PowerPoint, Excel and Word
• Familiarity with emerging data and analytics tools and the ability to leverage data insights to support strategy and operational decision-making
• The ability to thrive in a dynamic and fast-paced environment

Who you are

• Deep intellectual curiosity and the desire to apply excellent technical skills to drive value and shape investment strategy
• Excellent organization and time management skills - able to manage and execute multiple quantitative projects simultaneously
• Exceptional communication, presentation and interpersonal skills
• Values relationships - thrives in a collaborative team setting as well as working independently
• Demonstrates impeccable integrity and dependable judgment

Compensation and Benefits

Compensation and benefits play a key role in your choice of employer, and our goal is to invest in you and your experience here. You'll find competitive compensation and a comprehensive benefits package at Carmel.

Base compensation range $145K to $155K. Total compensation for this role also includes a bonus incentive in addition to the base salary. The Company reserves the right to ultimately pay more or less than the posted range and to offer additional benefits and other compensation, depending on circumstances unrelated to an applicant's sex or other protected status under local, state or federal law.

Visa Sponsorship: Carmel Partners is currently unable to sponsor or assume sponsorship of an employment visa for this role. We require that applicants be authorized to work in the U.S.A.