At a Glance
- Tasks: Support investor relations activities, including reports, communications, and capital raising.
- Company: Join a leading global real estate investment management firm with a dynamic culture.
- Benefits: Enjoy a competitive salary, hybrid work model, and generous training opportunities.
- Why this job: Make a real impact in a lean team while growing your career in investor relations.
- Qualifications: 2–5 years in investor relations or similar, with strong organisational and communication skills.
- Other info: This role offers long-term growth tied to the firm's fundraising success.
The predicted salary is between 36000 - 60000 £ per year.
Waterfall is exclusively engaged to appoint an Investor Relations Analyst/Associate on behalf of a leading real estate investment management firm. Our client is a well-established real estate investment management firm with a global footprint and a team spanning North America, Europe, and Asia. The business is wholly owned by a leading independent global asset management firm with USD $110+ billion of AUM.
In the UK and Europe, the team is lean and combines institutional strength with a dynamic, agile and entrepreneurial culture. The platform oversees approximately £3 billion in assets under management across three core strategies: commercial real estate equity, residential equity, and real estate debt. It also holds strategic investments in several specialist real estate development and asset management businesses across the region.
We are now looking to hire an Investor Relations Analyst/Associate, with responsibility for ensuring the efficient and organised execution of all investor relations related activities. This role offers real responsibility from day one - supporting capital raising, delivering investor communications, and playing a central part in maintaining high standards of service across both pooled funds and SMAs.
Key Responsibilities- Lead the preparation and coordination of investor reports, pitch decks, and bespoke communications, including quarterly and annual updates, case studies, and fund reporting.
- Support capital raising activities, including investor roadshows, meeting preparation, CRM management, and data sourcing using tools like Preqin and With Intelligence.
- Manage incoming investor requests, liaising with internal teams to deliver timely and accurate responses.
- Collate and organise data from Investment and Fund Management teams for reporting and due diligence.
- Own the investor CRM/database and coordinate onboarding for new investors.
- Work across a growing number of pooled funds and SMA’s, requiring high attention to detail and tailored servicing.
- 2–5 years’ experience in investor relations or a similar role within real estate, private equity, fund or asset management.
- Excellent organisational, written communication, problem-solving skills and agility when working to tight deadlines.
- High attention to detail, strong time management, and confidence using Excel, PowerPoint, and CRM systems (Salesforce or HubSpot ideal).
- A collaborative team player who thrives in a small, fast-paced environment and is comfortable working independently.
- Someone who’s happy in a long-term IR role - this is not a pathway into sales or distribution. Growth and advancement will be closely tied to the firm’s fundraising success and team expansion needs.
- Strong judgment and discretion in handling confidential and sensitive information.
- A competitive compensation package, including a discretionary bonus aligned with performance and capital raising success.
- Hybrid working model (typically 4 days in the London office), with a sociable and supportive culture.
- Generous training allowance, e-learning access, and clear long-term opportunity as the IR function grows.
- A chance to make a real impact in a lean, entrepreneurial team as the firm targets significant AUM growth.
Please apply without delay, for initial conversations and assessment underway from 9th June. Shortlisted candidates will be selected for client interviews within the month.
Investor Relations Analyst employer: Waterfall
Contact Detail:
Waterfall Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Investor Relations Analyst
✨Tip Number 1
Familiarise yourself with the latest trends in real estate investment management. Understanding the current market dynamics and key players will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the field.
✨Tip Number 2
Network with professionals in the investor relations space, especially those within real estate. Attend industry events or webinars to connect with potential colleagues and learn more about the role's expectations and challenges.
✨Tip Number 3
Brush up on your Excel and PowerPoint skills, as these are crucial for preparing reports and presentations. Consider taking online courses or tutorials to enhance your proficiency, which will set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your experience with CRM systems, particularly Salesforce or HubSpot. Be ready to share specific examples of how you've used these tools to manage investor relationships and streamline communication.
We think you need these skills to ace Investor Relations Analyst
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in investor relations or similar roles. Emphasise your skills in communication, organisation, and attention to detail, as these are crucial for the position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the real estate investment management sector. Mention specific experiences that demonstrate your ability to support capital raising and manage investor communications effectively.
Highlight Technical Skills: Since the role requires proficiency in Excel, PowerPoint, and CRM systems, ensure you mention any relevant experience with these tools. Provide examples of how you've used them in previous roles to enhance your application.
Showcase Your Team Player Attitude: In your application, convey your ability to work collaboratively in a fast-paced environment. Share examples of past experiences where you successfully worked within a team to achieve common goals, particularly in investor relations.
How to prepare for a job interview at Waterfall
✨Know Your Numbers
As an Investor Relations Analyst, you'll be dealing with a lot of data. Brush up on your financial metrics and be prepared to discuss how you would analyse and present these figures. Familiarise yourself with the firm's assets under management and their core strategies.
✨Showcase Your Communication Skills
This role requires excellent written and verbal communication skills. Prepare examples of how you've effectively communicated complex information in the past, whether through reports, presentations, or direct interactions with investors.
✨Demonstrate Attention to Detail
Given the high stakes of investor relations, attention to detail is crucial. Be ready to discuss how you ensure accuracy in your work, especially when preparing investor reports or managing CRM systems.
✨Emphasise Team Collaboration
The firm values a collaborative team player. Prepare to share experiences where you've successfully worked within a team, particularly in fast-paced environments, and how you contributed to achieving common goals.