Pine Financial Group, Inc · 8 hours ago
Investor Relations Associate
Denver, CO
Full-time
Onsite
Entry, Mid Level
$75K/yr - $90K/yr
2+ years expPine Financial Group is a private lender and investment manager focused on delivering consistent investment performance. They are seeking a highly motivated Investor Relations Associate to support the Investor Relations Team in capital formation and business development initiatives, providing expertise on firm strategies and funds to clients.
Commercial Real EstateFinancial ServicesReal EstateReal Estate Investment
Responsibilities
Oversee tracking of activity and ongoing outreach in CRM
Work directly with prospective investors to follow up on prospect specific inquiries and develop materials for use (e.g., DDQs, track record analyses, investor requests, etc.)
Assist with prospective client meetings, ad hoc due diligence requests, and preparation specific to performance, portfolio positioning, etc
Managing relationships with existing investors and assisting with ad hoc transactions such as additional investments or redemption requests
Participate in discussions with the leadership team to maintain a strong understanding of the deal pipeline, investment themes, and general market environment. This will facilitate communications with both new and existing investors to drive capital formation initiatives and manage investor relations
Ongoing coordination and communication with our third-party fund administrator to facilitate timely and accurate investor reporting, document distribution, and fund accounting
Qualification
Required
Bachelor's degree required
2-4 years of investor relations or capital raising experience within alternative asset classes (real estate or private credit)
Highly proficient in Microsoft Excel
Exceptional attention to detail, placing a high priority on accuracy and organization
Strong written and verbal communication skills
Comfortable working independently and within cross-functional teams in a fast-paced environment
Ability to analyze high volumes of data and translate to metrics that investors will ask about
Preferred
Finance and accounting majors preferred
CFA and/or CPA candidates are preferred
Experience in financial services and real estate preferred
Benefits
Comprehensive health and life benefits
401(k) plan
Company
Pine Financial Group, Inc
Pine Financial Group is the premier lender for real estate investors in Colorado, Minnesota, Wisconsin, and the greater Washington, D.C. area.
2-10 employees
Funding
Current Stage
Early StageLeadership Team
Jared Seidenberg
COO and General Counsel
Brandon McKnight
Chief Strategy Officer (CSO)
Recent News
Denver Business Journal
2025-02-18
Company data provided by crunchbase