The Role
Own CRM accuracy and investor contact intelligence for a real estate private equity client. Responsibilities include researching and verifying contacts, maintaining records, logging investor activity, organizing deal documents, preparing investor updates and reporting materials, drafting correspondence, supporting email and text campaigns, managing calendars and inboxes, and coordinating quarterly and annual reporting cycles.
Summary Generated by Built In
What we are and what we do:-
Gallagher & Mohan work exclusively within the real estate industry. Our mission is to provide financial analysis, marketing, and accounting support to our clients. Our clients are real estate-focused private equity investors, developers, fund managers, brokers, and other industry leaders. We pride ourselves on our quality, our strong communication, and our work ethic. We are a natural extension of our client's existing infrastructure. The type of transactions we currently work on range from multifamily apartment communities to large-scale office towers across the United States and European markets, and range in value sizes from $25 million USD – $500+ million USD.
What we are looking for:-
We are hiring an Investor Relations & CRM Analyst to support the business and investor relations function of a US-based real estate private equity client. You will own the accuracy of the CRM, build and maintain intelligence on investors, brokers, lenders, and partners, and prepare the materials that reach LPs and internal stakeholders.
The work is research-driven and detail-heavy. It is not lead generation. Success in this role looks like clean records, timely investor updates, and a deal team that never has to question the information in front of them.
Job 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
● 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.
Job Details
● Title: Investor Relations & CRM Analyst
● Location: Remote, India
● Shift: EST/ US Timezone
● Employment Type: Full-time, permanent
Skills Required
- 2 to 5 years of experience 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
- Experience with HubSpot, Salesforce, Dynamo, Juniper Square, or a similar CRM
- Strong written English
- Willingness to work night shifts aligned to US business hours
- Exposure to real estate, private equity, or financial services
- Experience preparing investor reporting packs or board and LP materials
- Ability to work independently in a fast-paced, evolving environment
Am I A Good Fit?
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.
Success! Refresh the page to see how your skills align with this role.
The Company
What We Do
Gallagher & Mohan is a real estate knowledge process outsourcing (KPO) and professional services firm serving real estate developers, investment funds, and property management companies. Founded by commercial real estate private-equity veterans Doug Gallagher and Arshey Mohan, it provides accounting, financial analysis, statement preparation, lease administration, asset management, and other back-office services to clients across international markets, with a focus on cost-efficient offshore operations.
.png){kind=logo}
