Investor Relations Assistant

Investor Relations Administrator

Menlo 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 Responsibilities

• Own and maintain the firm’s investor CRM system (e.g., Juniper Square), ensuring data integrity and organization
• Coordinate quarterly investor reporting cycles and communications
• Support investor onboarding, subscriptions, and account maintenance
• Manage inbound investor requests and follow-ups with a high level of responsiveness
• Assist with planning and execution of investor meetings, events, and roadshows
• Partner closely with internal teams to ensure seamless information flow across platforms

Qualifications

• 3–8+ years of experience in investor relations support, client service, fund administration, executive support, or financial services operations
• Strong organizational skills and attention to detail; able to manage multiple workflows simultaneously
• Experience with CRM systems (Juniper Square, Dynamo, Salesforce, etc.) and Microsoft Office
• Clear, professional communication style and a service-oriented mindset

Additional Context

This 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.