Investor Relations & CRM Analyst

Overview

This role supports the business and investor relations function for a US-based real estate private equity client. You will own CRM accuracy, build and maintain contact intelligence on investors, brokers, lenders, and partners, and prepare materials that reach LPs and internal stakeholders.

The work is research-driven and detail-heavy. Success is measured by clean records, timely investor updates, and reliable information that the deal team can trust.

Responsibilities

Research & Contact Intelligence

• Build professional biographies of key contacts using internal records and external research
• Maintain categorized contact reference lists covering investors and LPs, advisors, partners, vendors, and key relationships
• Source and verify contact data from email signatures, LinkedIn, company websites, and other approved sources

CRM & Database Management

• Own the accuracy of CRM records for investors, brokers, lenders, and tenants, including deduplication and record merges
• Keep contact fields current: email, phone, title, company, mailing address, LinkedIn, website, and referral source
• Log investor activity promptly after every meeting, call, and email exchange
• Upload and organize subscription agreements, term sheets, and memos across the CRM and Box

Reporting & Investor Communication

• Prepare materials for meetings, presentations, and investor updates covering current and prospective investments
• Draft and review emails, reports, summaries, and recurring internal update documents
• Support quarterly and annual reporting cycles through data gathering, document organization, and coordination across teams

Marketing & Operational Support

• Support blast email and text campaigns, and maintain list hygiene through verification tools
• Upload and maintain media and visual assets in designated systems
• Monitor key calendars, track follow-ups, and manage inbox triage including flagging and drafting responses
• Handle confidential investor and deal information with discretion

Requirements

• 2 to 5 years in CRM database management, investor relations support, business development support, or research operations
• Hands-on ownership of a CRM system, including data hygiene and deduplication (HubSpot, Salesforce, Dynamo, Juniper Square, or similar)
• Strong written English (this role drafts correspondence that reaches investors)
• Willingness to work night shifts aligned to US business hours

Preferred Qualifications

• Exposure to real estate, private equity, or financial services
• Experience preparing investor reporting packs or board and LP materials
• Comfort working independently in a fast-paced, evolving environment

Compensation & Benefits

• Not specified

Location

• Remote, India

Employment Details

• Full-time, permanent
• Shift: EST/ US Timezone