Investor Relations & Capital Raise Associate

Description

Crystal View Capital/Osprey Management is a private equity real estate firm known for its vertical integration that specializes in the acquisition and management of value-add manufactured housing and self-storage assets. Since its inception in 2014, the Firm has raised over $200 million in equity capital and currently has over $500 million in assets under management. Our in-house management company is a leader in asset management, we have a tremendous amount of knowledge blending property management and service provisions to simplify everyday life. Our team encompasses vision, talent, harmony, beliefs, and commitment. We have over 40 professionals in the corporate office dedicated to the in-house management of our 85+ assets. The in-house asset management team also employs over 150 property level staff members at its property locations. Apply today to join one of the Nation’s most prolific real estate asset management firms.

We are seeking a disciplined and resourceful Investor Relations & Capital Raise Associate to help manage, execute, and grow the firm’s current and future investor relations initiatives. The desired candidate will be an experienced, results-oriented professional with the desire to work as a part of a dynamic, fast-paced team. As the Investor Relations & Capital Raise Associate you will play a key role in ensuring our investor portal, reporting webpage and CRM are up to date, by regularly auditing information, uploading statements and documents, and maintaining the appropriate documentation to comply with all regulatory requirements. You will also interact closely with current and prospective fund investors, while working collaboratively with acquisitions, operations, and marketing management team members. In this role, you will build and maintain relationships with our investors, being the friendly go-to person when they need assistance, whether that is updating their personal information or are looking to schedule a portfolio review call with our IR team. Your attention to detail and organizational skills will play a critical role in ensuring a positive experience for our current and prospective investors.

**This is remote position**

INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE BENEFITS:

• Starting Salary of $60,000-$75,000
• Full-Time
• Generous Monthly Bonus Opportunities
• Medical benefits in the amount of $500 per month
• Dental, Vision and other supplementary benefits available
• Holiday Pay
• Paid Time Off (PTO)
• Exposure to senior and executive leadership
• Collaborative and supportive team environment
• Work/Home Life Balance

INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE RESPONSIBILITIES:

• Support the firm’s investor relations and fundraising functions by managing investor inquiries, onboarding, and relationship tracking.
• Identify and engage potential investors including family offices, RIAs, and accredited investors.
• Assist with the preparation and delivery of investor presentations, pitch decks, offering memoranda, and marketing collateral.
• Maintain accurate investor data and documentation in CRM and investor portals, ensuring compliance and accuracy across all systems.
• Coordinate quarterly updates, reports, tax documents, and investor communications.
• Help organize investor meetings, roadshows, and events, including scheduling, preparation of briefs, and follow-ups.
• Collaborate with senior management, finance, and marketing teams to align messaging and support the firm’s capital-raising goals.
• Conduct research on investor trends, market activity, and competitive positioning to inform outreach strategy.
• Contribute to continuous improvement of investor experience and communication workflows.

INVESTOR RELATIONS & CAPITAL RAISE ASSOCIATE QUALIFICATIONS:

• 3–5 years of experience in investor relations, financial services, capital raising, or client relationship management, ideally in private equity or real estate
• Strong understanding of financial concepts, investment principles, and fund structures.
• Preference for working knowledge of the real assets sector
• Ability to balance administrative precision with proactive outreach and follow-through.
• Comfortable with core Microsoft Office tools and technology tools in general (Mail Merge, MS Word, Outlook, etc.).
• Working knowledge of CRMs, IR and Portfolio Management software, experience with Appfolio, Hubspot and Monday.com a plus
• Professional and friendly demeanor, with excellent communication skills, both written and verbal
• Excellent organizational skills and attention to detail, with the ability to manage multiple priorities and deadlines in a fast-paced environment
• Strong attention to detail and follow up skills
• Robust problem solving skills
• Willingness and capability to take ownership of products/deliverables and the ability to adapt quickly to change management

PM22