Responsibilities

• Investor Relations & Updates: Prepare investor updates, performance reports, portfolio summaries, and maintain communication history.
• Investment Onboarding & Capital Mechanics: Guide onboarding, subscription documents, funding, track commitments, capital call schedules, and distributions timelines.
• Financial Administration & Compliance: Prepare waterfall models, capital account reconciliations, K-1 support, and reconcile lender draws.
• Investor Experience & Outreach: Communicate with domestic and international investors, develop investor content for LinkedIn, email, and website, and maintain the investor pipeline.
• Reporting & Presentations: Build monthly and quarterly investor presentations and fundraising materials, plus project updates and portfolio highlights.
• Data & Operations: Keep financial and operational data accurate and presentation-ready; track budgets versus actuals and flag variances.

Requirements

• Understanding investments, private equity, or real estate finance.
• Strong Excel and spreadsheet skills.
• Excellent written and verbal communication abilities.
• Experience creating presentations, marketing materials, or investor-facing communications.
• Strong eye for branding, visual presentation, and storytelling.
• High proficiency with AI tools and workflow automation.
• CRM, email marketing, or investor database experience preferred.
• Real estate investment experience is a major plus.
• Hebrew fluency is a plus.

Preferred

• Hebrew fluency is a plus.
• Real estate investment experience is a major plus.