Scale IR · 3 months ago
Investor Relations Associate
Scale IR is a private investment sponsor specializing in private real estate and private credit. They are seeking a full-cycle Investor Relations Associate to manage investor relationships from initial contact to commitment, focusing on capital raising and investor education.
Management Consulting
Responsibilities
Own the full investor journey: from first contact through to commitment
Qualify inbound and reengaged leads for timeline, liquidity, accreditation, and fit
Educate prospects on the firm's investment thesis, offerings, and process
Guide prospects through next steps: diligence, calls, document access, and Q&A
Involve partners or senior IR professionals as needed to close high-potential leads
Maintain pipeline tracking and reporting in CRM
Follow up with leads throughout the funnel to maximize conversion and retention
Hit activity and conversion goals aligned to meetings, movement, and closes
Work with the IR and marketing teams to develop investor decks, case studies, and branded collateral
Qualification
Required
3+ years in a client-facing role with measurable success across revenue or retention
Proven ability to manage a sales or engagement pipeline end-to-end
Comfortable navigating investor objections and managing complex conversations
Familiar with CRM platforms (HubSpot, Salesforce, Active Campaign, etc.)
3+ years of professional experience in investor relations with measurable success in capital raising, private equity, real estate investment, wealth management, or financial sales
Familiarity with accredited investor and institutional sales processes
Strong organizational skills with an ability to manage multiple priorities and follow through on details
Excellent communication and presentation skills; comfortable interacting with investors and stakeholders at all levels
Strong sales skills; comfortable with financial models, KPIs, forecasts, and performance metrics
Financial acumen - comfortable discussing investment structures, returns, and performance metrics
Proficient in CRM tools (e.g., HubSpot, Salesforce) and Microsoft Office Suite; experience with investor portals a plus
Team-oriented with a proactive, self-starter mindset
Preferred
Background in financial services, private equity, or high-ticket consultative sales is a plus
Ongoing support with investors, feedback on products/collateral or industry/market research is all a plus
Benefits
Performance-based bonuses
Participation in project profit interests
Hybrid work flexibility
Collaborative, entrepreneurial team culture in Denver's investment community
Company
Scale IR
Accelerate your Pipeline & Close More Deals Scale IR delivers tailored solutions that blend effortlessly into your existing business operations.
Funding
Current Stage
Early StageCompany data provided by crunchbase