Associate, Investor Relations

Job Details

Position: Associate, Investor Relations

Reports to: Associate Director, Investor Relations

Location: On-site, 37 Graham Street, STE 120, San Francisco, California
Compensation: $80,000 - $90,000

About Us

Since 2001, Hamilton Zanze has been a leader in multifamily real estate investments, with a steadfast commitment to our investors and the communities we serve. Our mission is to invest with the highest standards to create a more enduring real estate community. We combine decades of investing expertise with dedicated client service to deliver impactful results that stand the test of time.

At Hamilton Zanze, we believe in creating generational wealth by being adaptable and forward-thinking. Our portfolio includes over 21,000 units across 16 states, and we continue to grow through strategic acquisitions and innovative investment solutions. We are proud to offer tax-efficient investment opportunities, including 1031 exchanges, that provide our investors with portfolio diversification, liquidity, and reliable income streams.

Join us and be part of a team that values excellence, integrity, and a commitment to making a positive impact in the real estate industry.

Position Summary

The Associate, Investor Relations (Client Service Operations), is an operations-focused role responsible for the accurate execution, scalability, and continuous improvement of investor-related operational workflows. It serves as a critical operational partner to Investor Relations, Accounting, and cross-functional teams, ensuring data integrity, process consistency, and a high standard of investor service. This role requires exceptional attention to detail, strong ownership mentality, and the ability to work closely with both onshore teams and offshore resources to ensure accuracy across all investor-facing systems.

Your Scope of Responsibilities: 

This position serves as the primary operational point of contact, overseeing day-to-day investor workflows, capital events, reconciliations, and data accuracy across internal teams, investors, and custodians. 

Key Responsibilities:

Operations:

• Capital Management: Manage daily investor operations including subscription document review and the preparation of transfer, resale, and redemption agreements. Lead the execution of capital call notices, Right of First Refusal (ROFR) messages to investors, and quarterly distribution uploads within the company’s investor database management & CRM software, Juniper Square.
• Onboarding & Compliance: Provide comprehensive operational support to Senior Associates and facilitate the onboarding process for 1031 exchange investors. 
• Data Integrity: Work closely with the Accounting team to maintain complete accuracy and consistency of investor data in Juniper Square
• Financial Reconciliation: Partner with the Accounting department to reconcile investor cash activity and capital raise amounts via HZ’s task management software, Monday.com. 
• Data Management - Work closely with the Accounting team to maintain complete accuracy and consistency of investor data in Juniper Square 
• Reporting & Analytics: Lead investor and property reporting initiatives, including portfolio valuation projects and ad hoc reporting requests
• Institutional Liaison: Coordinate directly with IRA custodians regarding investor retirement account transactions, including capital calls, property sales, consolidations, and the delivery of quarterly distribution breakdowns
• Process improvement: Proactively and continuously identify process gaps, data inconsistencies, and operational risks; escalate issues with recommended solutions
• Obtain and maintain a Notary Public license (company-supported, as required)

Client Services:

• Provide support for IR inbox coverage as required, ensuring prompt and professional responses to routine investor inquiries via Freshdesk. 
• Respond to investor inquiries by phone through RingCentral, ensuring prompt follow-up and thorough documentation. 
• Engage directly with investors through our CRM, Juniper Square, to secure necessary consents and approvals for capital events. 

Other Duties:

• All other duties as assigned by your supervisor.

Compensation & Benefits:

Hamilton Zanze offers a comprehensive and competitive benefits package designed to support the well-being of our team members. These include: 

• 401(k) plan with company matching 
• Medical, dental, and vision insurance 
• Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA) 
• Employer-paid Life and AD&D insurance 
• Employee Assistance Program (EAP)
• Additional perks and wellness benefits 

Compensation: The expected salary range for this position is $80,000 - $90,000.00 depending on experience, qualifications, and market factors.

Equal Opportunity Statement:

Hamilton Zanze is an equal opportunity employer. We are committed to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Discrimination or harassment of any kind will not be tolerated.

How to Apply

Please apply through the job posting link provided or email your resume and cover letter to HR@hamiltonzanze.com with “Associate, Investor Relations” in the subject line. Applications submitted without both documents will not be considered.

Eligibility & Qualifications

• Ability to work independently and collaboratively in a professional environment. 
• Strong attention to detail and organizational skills. 
• Strong communication skills, both written and verbal
• Proficiency in Microsoft Office Suite (Word, Excel, PowerPoint).
• Strong organizational and reconciliation skills
• Experience working cross-functionally
• Fundamental knowledge of how to use Juniper Square, Monday.com, and Freshdesk or similar systems/software(s)
• Demonstrates a proactive approach to problem-solving 

Education and/or Training

• Bachelor’s degree in a related field such as business, economics, real estate, finance, and/or relevant experience.