Operations & Investor Relations Manager supporting a well-established commercial real estate investment firm.
We are partnering confidentially with a well-established investment firm to fill this role.
About The Company
Our client is a 23-year-old investment firm providing commercial real estate services to accredited investors — sponsored investments, advisory services, 1031 exchange structuring, asset management, portfolio analysis, and consulting. The firm pursues opportunistic real estate investments across the western U.S., focused on value-add repositioning, ground-up development, and asset management of multifamily, industrial, and retail assets. It partners with 250+ high-net-worth families, accredited individuals, and select institutional investors, most of whom are repeat investors.
Role Overview
This dynamic, cross-functional role owns internal operations, HR coordination, and investor relations, driving the firm's daily execution. Ideal for an organized, discreet, self-directed professional who anticipates operational friction, researches complex issues independently, adopts new software quickly, and delivers turnkey solutions to leadership. Strong potential for expanded scope and strategic growth.
Key Responsibilities
Executive & Administrative Operations (50%) — Provide confidential administrative and personal support to the CEO; manage calendar, scheduling, travel, expenses, and meeting prep (agendas, materials, follow-ups); coordinate across investments, asset management, accounting, IR, and leadership; manage vendors, IT consultants, and software subscriptions; plan off sites, investor gatherings, and company events.
Investor Relations (25%) — Serve as primary contact for routine and elevated investor inquiries; independently prepare marketing decks, LP reporting, quarterly updates, capital call notices, and distribution communications; maintain data integrity across the investor database/portal; manage investor appreciation initiatives (gifting, events).
HR & People Ops (15%) — Coordinate with third-party HR provider on payroll, benefits, personnel records, and multi-state compliance; maintain employee handbook and compliance postings; support onboarding;
help plan quarterly off sites and team events.
Continuous Improvement & Special Projects (10%) — Identify workflow bottlenecks and implement software/process improvements; draft and maintain SOPs across departments; execute ad hoc projects as directed by leadership.
Qualifications & Mindset
- High judgment and discretion with confidential financial, personal, employee, and investor information.
- Proven ability to research, troubleshoot, and deliver finished solutions independently
- Strong accuracy in written work and follow-through
- Excellent drafting/editing skills for HNW investors and senior leaders
- Comfortable balancing long-term projects with daily execution
- Quick to adopt new productivity, CRM, and operational tools
- 4+ years in operations, executive support, investor relations, or HR — ideally in commercial real estate, private equity, or wealth management
- Bachelor's degree in Business, Communications, Finance, or equivalent experience
Salary: $100,000–$160,000 + bonus + benefits.
Benefits
Medical, dental, and vision coverage; 401(k) with employer contributions; hybrid schedule (1 required in- person day/week in SF Bay Area); clear growth path and expanded scope.