Investor Relations Administrator
Investor Relations AdministratorMenlo Park, CA (4 days in-office)RETS Associates, on behalf of a leading real estate investment firm, is seeking an Investor Relations Administrator to support the day-to-day operations of its investor relations function. This role sits at the center of investor communications and reporting, playing a critical role in ensuring accuracy, organization, and consistency across all investor-facing processes.Key ResponsibilitiesOwn and maintain the firm’s investor CRM system (e.g., Juniper Square), ensuring data integrity and organizationCoordinate quarterly investor reporting cycles and communicationsSupport investor onboarding, subscriptions, and account maintenanceManage inbound investor requests and follow-ups with a high level of responsivenessAssist with planning and execution of investor meetings, events, and roadshowsPartner closely with internal teams to ensure seamless information flow across platformsQualifications3–8+ years of experience in investor relations support, client service, fund administration, executive support, or financial services operationsStrong organizational skills and attention to detail; able to manage multiple workflows simultaneouslyExperience with CRM systems (Juniper Square, Dynamo, Salesforce, etc.) and Microsoft OfficeClear, professional communication style and a service-oriented mindsetAdditional ContextThis is a hands-on, execution-focused role that is integral to the success of the investor relations team. The position is best suited for someone who takes pride in being highly organized, detail-oriented, and a go-to resource for both internal teams and external investors. The team values individuals who enjoy building long-term expertise, taking ownership of processes, and contributing to a collaborative environment over time.