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11 Days AgoSaved
In-Office
San Francisco, CA, USA
150K-200K
Senior level
150K-200K
Senior level
Real Estate • Financial Services
Lead and scale a 3–4 person investor relations team overseeing investor onboarding, records management, quarterly distributions, and complex investor escalations. Partner cross-functionally (Finance, Legal, Accounting) to standardize SOPs, ensure data integrity in Juniper Square, and implement AI/automation to streamline workflows and reporting.
Top Skills: Ai ToolsAsanaExcelJuniper SquareMonday.Com
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