Associate, Investor Relations
RemoteAustin, Texas, United States
Job Summary
Own investor onboarding end to end, from capital commitment through wire clearance and funding confirmation, managing subscription documents and e-signature platforms to ensure a smooth, error-free start for every new LP. Guide new investors through their first year on the platform, building a structured, high-touch introduction to Rex's people, products, and community. Lead the delivery of the recurring investor communications cadence, including weekly insights, monthly updates, and quarterly reports, maintaining institutional-grade transparency and consistency. Coordinate and help execute investor-facing livestreams and the annual investor summit, managing production logistics alongside Peter Rex and senior leadership. Maintain accurate, up-to-date investor records and activity in the CRM, ensuring every touchpoint is tracked and every relationship has full context. Leverage AI-driven tools, including Claude, to personalize and scale communications as the LP base grows, without sacrificing warmth or authenticity. Build and nurture a genuine investor community that drives reinvestment, referrals, and long-term engagement with the Rex platform. Translate complex financial, fund, and deal-level information into clear, compelling narratives for a sophisticated but non-institutional investor audience. Partner closely with capital formation, fund accounting, and asset management, staying fluent in fund administration and reporting systems to ensure investor communications reflect accurate, current information. Identify friction points in the investor experience and continuously improve onboarding, reporting, and engagement processes. Serve as a trusted point of contact for LP questions, requests, and relationship needs, embodying Rex's stewardship ethos in every interaction.
Required Qualifications
- 3+ years of experience in investor relations, capital markets, wealth management or family office client service, fund administration, or high-touch client success in financial services
- Must be missionary to the bone, viewing investor trust as a calling, not a transaction, and deeply committed to catalyzing human flourishing through stewardship
- Fully remote
- Preference for Austin as home base
Desired Qualifications
- Bachelor's degree in finance, business, communications, or a related field preferred
- Ideally with exposure to real estate or private equity
- Demonstrated ability to manage relationships and communications with precision, consistency, and care under a recurring operational cadence
- Digitally native and AI-fluent, with genuine comfort using CRM platforms and AI tools such as Claude or ChatGPT to scale high-touch experiences
- Strong written and verbal communication skills, with the ability to translate complex financial and strategic information into clear, compelling narratives for a sophisticated investor audience
- Highly organized, detail-obsessed, and comfortable owning operational processes (wires, funding confirmations, subscription docs, reporting deadlines) where accuracy is non-negotiable
- Experience with investor CRM or IR platforms preferred (e.g., InvestNext, SyndicationPro, or similar)
- Familiarity with fund administration systems such as Yardi or Juniper Square a plus
- Comfortable coordinating livestream and event production tools (e.g., Zoom, Riverside, or similar) for investor-facing broadcasts and summits
- Program-oriented mindset: able to execute flawlessly against a fixed cadence of deliverables while still bringing warmth and personal touch to each interaction
- Comfortable working cross-functionally with capital formation, fund accounting, and asset management to keep investor-facing information accurate and current
- Genuine relationship-builder who sees investor trust as a long-term asset to be earned and protected, not a transaction to be closed
- Deeply aligned with Rex's mission to catalyze human flourishing through stewardship
Hiring someone like this?
Get your role in front of qualified candidates on Sorce.