Investor Relations Analyst

Company: EquityMultiple

Department: Investor Relations

Reports to: Head of Investor Relations 

We are seeking a detail-oriented Investor Relations Analyst to serve as the primary point of contact for current investors while managing critical operational functions that support the investor lifecycle. This role combines frontline customer service with behind-the-scenes operations to ensure seamless investor experiences from onboarding through ongoing account management and investment transactions. Working in a fast paced startup, this role will involve significant cross-functional collaboration and direct work with senior management and stakeholders. 

Investor Communication & Support

• Provide first-line support via web chat, phone, and email for investor inquiries
• Respond to frequently asked questions and general platform inquiries, escalating as needed
• Manage bug reporting and coordinate with technical teams

Investor Onboarding & Account Administration

• Guide new investors through account creation and setup process
• Verify investor documents and manage KYC/AML compliance requirements
• Maintain accurate investor records and update CRM systems
• Administer IRA accounts including document collection, funding coordination, and processing 

Investment Operations Support

• Support new offering launches and funding rounds
• Assist investors with capital calls and funding transactions
• Conduct accreditation verification and funding confirmations

• Bachelor's degree
• 1-3 years of experience in customer service, operations, or financial services
• Strong written and verbal communication skills
• Proficiency in CRM systems (Salesforce), Microsoft Office Suite, and Google Suite
• Detail-oriented with strong organizational and multitasking abilities
• Ability to work in a fast-paced environment and handle sensitive financial information

• Preferred
• Degree in Finance, Business, or related field 
• Experience with investor relations or client services in financial services
• Familiarity with alternative investment platforms
• Experience with Intercom or similar customer service platforms
• Experience with project management software (Asana, Slack, etc.)
• Basic understanding of investment products and financial markets

• Compensation Range: $75,000 – $95,000. Compensation range is approximate and will be based on a candidate's skills, experience, location, and internal equity.
• Competitive benefits package that includes healthcare, 401k matching, unlimited paid time off, wellness benefits, and more.