Investor Relations & Fund Operations Manager

We are hiring an Investor Relations Manager to support a private real estate investment platform focused on large-scale, mixed-use development. This role serves as the primary point of contact for investors and is responsible for delivering a seamless, professional investor experience through clear communication, accurate reporting coordination, and disciplined management of investor onboarding and capital activity. Working closely with finance and accounting teams, this position ensures alignment between investor-facing information and underlying financial records while helping to scale and enhance the overall investor relations function.POSITION SUMMARYThe Investor Relations Manager serves as the primary point of contact for investors and is responsible for managing all investor-facing communications and operational coordination across a private real estate investment platform.This role oversees investor onboarding, capital activity coordination, investor reporting distribution, and investor portal administration to ensure a consistent, accurate, and institutional-quality investor experience.The position works closely with the Fund Accounting and Finance teams, which retain ownership of accounting records and financial reporting. This role is focused on investor communication, coordination, and delivery of investor-facing information.ESSENTIAL FUNCTIONSInvestor Relations & CommunicationServe as the primary point of contact for investor inquiries, ensuring timely and professional responsesDraft and distribute investor communications, including capital calls, distributions, and periodic updatesSupport investor meetings and reporting calls, including preparation of materials and tracking follow-upsMaintain consistent, high-quality investor communications aligned with organizational standardsInvestor Onboarding & Records ManagementOversee investor onboarding, including collection and organization of subscription agreements, entity documentation, tax forms, and banking instructionsMaintain accurate investor records, including commitments, ownership details, and contact informationTrack onboarding status, accredited investor requirements, and KYC/AML compliance in coordination with legal and third-party providersEnsure investor documentation is complete, organized, and audit-readyCapital Activity AdministrationCoordinate execution of capital calls and distributions, including preparation and distribution of investor noticesMaintain investor-level tracking of commitments, contributions, distributions, and ownership changesMonitor funding status and follow up with investors as neededCoordinate with Accounting and Finance to ensure alignment with internal records and approved transactionsInvestor Reporting & Portal AdministrationAdminister investor portal, including document uploads, investor access, and data organizationCoordinate distribution of investor reporting packages, including financial statements, capital account statements, and tax documentsReview investor-facing materials for completeness and consistency prior to distributionMaintain investor contact lists and ensure timely delivery of communicationsTax & Compliance CoordinationCoordinate collection and tracking of investor tax documentation (e.g., W-9s)Support annual K-1 distribution process and related investor communicationsMaintain compliance with investor documentation standards and regulatory requirementsEnsure investor-related processes and documentation are audit-readyProcess Improvement & Platform DevelopmentDevelop and maintain standardized processes for onboarding, capital activity, and investor communicationsIdentify opportunities to improve efficiency, scalability, and data accuracySupport implementation and optimization of investor portal systems (e.g., Juniper Square or similar platforms)Assist in building infrastructure to support platform growth and increased investor volumeQUALIFICATIONS & COMPETENCIESBachelor’s degree in Accounting, Finance, Business Administration, or related field required5–8+ years of experience in investor relations, fund administration, private equity, or real estate operationsExperience with investor onboarding, capital calls, distributions, and reporting processes requiredStrong written and verbal communication skills with a professional investor-facing presenceHigh attention to detail with a strong focus on data accuracy and integrityWorking knowledge of investor compliance requirements, including accredited investor standards and KYC/AMLExperience with investor portal systems (e.g., Juniper Square or similar platforms) preferredAdvanced Excel proficiency and ability to work with large data setsEOCAscendo is a certified minority owned staffing firm, and we welcome and celebrate diversity.Ascendo is an Equal Opportunity Employer and does not discriminate on the basis of race, color, religion, sex (including pregnancy and gender identity), national origin, political affiliation, sexual orientation, marital status, disability, genetic information, age, parental status, military service or any other characteristic protected by federal, state or local law