Apply on Employer Site

The BAM Companies · 1 month ago

Director, Investor Relations

Carmel, IN

Full-time

Onsite

Lead/Staff, Director/Executive

5+ years exp

The BAM Companies is seeking a Director of Investor Relations who will manage the investor experience and improve the Investor Relations program. This role involves leading investor communication and reporting, overseeing the investor lifecycle, and enhancing team capabilities.

Asset ManagementProperty ManagementReal Estate

Responsibilities

Ensure investors receive a clear, confident, high-quality experience throughout their investment lifecycle

Serve as a primary point of contact for investors, addressing questions and issues with accuracy and professionalism

Handle complex or sensitive situations with judgment, clarity, and a calm presence

Ensure onboarding, servicing, and ongoing communication are consistent, timely, and internal processes are well-run

Maintain clean documentation and complete follow-through across CRM and internal systems

Deliver communication that reinforces confidence and reflects a high-touch, professional standard

Strengthen and evolve the IR program by developing and improving the initiatives that enhance investor experience and scalability

Lead multi-step, cross-functional Investor Relations projects and initiatives with clear structure and accountability

Partner with the VP of IR to identify needs and develop processes, touchpoints, and servicing improvements

Identify gaps or opportunities in servicing or communication and propose solutions that elevate the investor experience

Examples include onboarding enhancements, investor segmentation, new lifecycle touchpoints, and investor-portal improvements

Ensure IR communication is accurate, internally aligned, and investor-appropriate

Lead the full quarterly investor reporting process, including gathering, validating, and organizing property and fund level data in partnership with Asset Management, Finance, and leadership

Own the reporting quality review to ensure numbers, narratives, and timelines are correct

Support the VP of IR in shaping the substance and clarity of investor-facing materials developed by Marketing, ensuring messaging aligns with investor needs and IR standards

Oversee investor-facing content for accuracy and fit with BAM’s investor voice

Provide tailored, white-glove communication to VIP investors where needed

Act as a structured, reliable partner to the VP of IR

Translate strategic direction into actionable plans with clear owners and timelines

Represent IR in meetings and cross-functional projects

Prepare clean, decision-ready summaries and recommendations for leadership

Anticipate issues before they escalate and drive solutions proactively

Increase leadership bandwidth by taking on operational responsibility and driving work forward reliably

Help build a high-performing IR team equipped to deliver consistently strong investor experiences and outcomes

Provide day-to-day guidance, support, and clarity for IR Associates to ensure consistent execution

Set and model expectations for communication quality, accuracy, and professional judgment

Strengthen the team’s capability by improving processes, sharing knowledge, and helping others operate more independently

As the team grows, take on people-management responsibilities and develop the skills and judgment of those who will report to you

Qualification

Investor RelationsClient Servicing WorkflowsProject ManagementCommunication SkillsFinancial ConceptsHigh EQCRM ImprovementTeam Leadership

Required

5-7 years in client-facing, high-accountability roles within investor relations, wealth management, private markets, alternative investments, or financial services

Strong comfort with investment and financial concepts, such as passive investments and basic tax implications for LPs

Strong operator with experience owning, managing, or improving structured client servicing workflows

Demonstrated project/program management experience, with evidence of leading multi-step initiatives, managing timelines, and coordinating across teams such as finance, marketing, capital markets, and executive leadership

Excellent writing and communication skills, with the ability to translate complex concepts into clear, investor-ready language

Judgement and clarity in handling complex or sensitive client scenarios

High EQ, professionalism, and confidence in working with sophisticated clients or investors