Investor Relations Analyst - Investment & Wealth Solutions (IWS) at CrowdStreet
Austin, TX, US

Role Summary:

We have created a new investor relations role with a primary responsibility of raising capital for our Investment Funds within our rapidly expanding Investor & Wealth Solutions (IWS) business. IWS represents CrowdStreet’s investment management and advisory services, which includes private limited partnerships and registered funds, privately managed accounts (PMA) and wealth management solutions. The Investor Relations team is charged with converting investor interest into a commitment into one or more of our investment solutions. You will have the opportunity to play a major role in the early development of a key strategic initiative at a fast growing and innovative alternative investment platform. This position will be a highly visible role at the firm and will initially report to the Senior Manager of Investor Relations.

The successful candidate will have capital raising expertise across various fund types and structures -- ideally from within the alternative investment and/or wealth management industries.

The Success You'll Build—Primary Responsibilities and Impact:

  • Help consult and contribute toward a robust sales process for accredited investors

  • Understand how Commercial Real Estate investing as an asset class fits inside an investors portfolio

  • Provide a quality client experience—handling requests and service desk tickets

  • Manage tasks, priorities, and tools

  • Manage proper deadline and deliverable expectations with and for clients

The Experiences That Will Help You Succeed:

  • Converting prospective investors to championed ambassadors and managing the post-investing experience

  • Serving clients in the Real Estate or Capital Markets space

  • Managing client relationships using a CRM or pipeline management tool

  • Supporting investors—executing client requests, prospecting, and scheduling meetings

  • Collaborating with cross-functional teams to deliver a unified quality client experience

The How—Values:

We are a diverse and collaborative organization We are connected and motivated by our common mission and goals:

  • Collaboration: Seek diverse input, engage in healthy discussion, commit to decisions

  • Respect: Treat others with kindness, practice empathy and inclusion, be a positive influence on others

  • Impact: Embrace the entrepreneurial journey, focus on what matters, build something meaningful Harassment, sexism, racism, bullying, aggression, intolerance & corrosive internal politics are unacceptable.

Our values and beliefs are reflected in how we hire, coach, train, lead, reward, recognize and work together as a team.

CrowdStreet Benefits and Perks:

  • Be Healthy, Be Happy: We support the health of our employees and families through our Medical, Dental, and Vision plans which include HSA and FSA options.

  • Take A Break: We offer a Flexible Time Off policy to encourage you to take a break when needed. Our policy also provides time off for you to volunteer and parental leave to support your growing family.

  • Work Where You Work Best: We know that great work can happen anywhere which is why we offer a hybrid work model. Work from home, anywhere in the continental U.S., from one of our offices (Austin, TX or Portland, OR) or some combination of the two. CrowdStreet Equity: We provide stock option grants for all of our new employees to keep you connected to the ongoing success of our company.

  • How You Work: We provide all of our employees with a monthly stipend to use for your home office needs or support how you choose to commute to the office. Need something else to do your job? Our People Ops team can help!

  • Build Your Career: We supply a monthly stipend for your continuous learning and development. Is there a course you’ve always wanted to take? A certification you’ve wanted to achieve? A conference you’ve wanted to attend? Work with your manager to tee it up!

Working At CrowdStreet:

CrowdStreet is a FinTech company dedicated to transforming the world of investing in commercial real estate (CRE) through their online marketplace. CrowdStreet gives individual investors direct access to commercial real estate investment opportunities, while simultaneously helping real estate developers and operators (sponsors) raise capital online.

Since 2014, CrowdStreet has established itself as the leading online marketplace for institutional-quality CRE investment, generating over $2.4B of equity invested across 560 projects spanning 200+ sponsors and 13,000 active investors. The total project value that has appeared on CrowdStreet has exceeded $20B covering all asset types (office, industrial, multi-family, storage, etc), risk profile (development, opportunistic, value-add, core-plus, core), and regions of the US (40 states). Today CrowdStreet’s average investment per project is over $10 million with many raises exceeding $20 million, making it an attractive alternative funding source to institutional capital.

CrowdStreet has been recognized as a leader in the commercial real estate and technology spaces. Recent accolades include:

  • Forbes Top 500 Best Startup Employer

  • Deloitte Technology Fast 500

  • 2020 Top Places to Work, The Oregonian

  • 2020 Oregon Technology Awards Accelerate Company of the Year

  • #5 for "Fastest Growing Private Companies in Oregon & SW Washington" by the Portland Business Journal

  • We are proud to support ‘Work Where You Work Best’ and are enthusiastically adding to our team throughout the US. We also offer two locations (AUS and PDX) for those who work best in an office.

At CrowdStreet, inclusion, equity, and diversity are critical in achieving our goals. Our differences in age, race, gender, nationality, sexual orientation, physical ability, thinking style and background bring a breadth of knowledge that makes us collectively smarter and better able to compete. We are committed to recruiting, developing, and advancing a diverse staff and engaging in the hard work that makes that possible.