Transwestern · 5 days ago
Associate, High Net Worth Support - Investments
Houston, TX
Full-time
Onsite
Mid Level
3+ years expTranswestern is a dynamic commercial real estate company that provides expertise in investment, development, and asset services. The Associate role focuses on supporting High Net Worth investors, ensuring they receive exceptional service and timely reporting while enabling senior leadership to concentrate on raising new capital.
Commercial Real EstateProperty ManagementReal Estate
Responsibilities
Serve as day-to-day contact for existing HNW investors for routine inquiries, reporting requests, and administrative follow-ups
Coordinate responses with asset management, accounting, and senior team members to ensure accuracy and timeliness
Track and prepare materials for investor touchpoints, including quarterly check-ins, distributions, and tax-related communications
Maintain detailed notes and follow-ups in the CRM, ensuring full transparency into ongoing investor activity
Support investor onboarding (subscription documents, org charts, JV agreements, KYC/AML, wire instructions) in partnership with legal, compliance, and administration teams
Prepare and quality-check quarterly investor reports, performance summaries, and property-level updates
Analyze and report on existing assets including leasing progress, construction progress, budget, schedule, market research, and capital markets
Help prepare and update pitch decks, investor letters, property summaries, and Offering Memorandum materials
Ensure brand consistency and professional formatting across all materials
Maintain and update CRM entries, including investor information, meeting notes, capital commitments, and pipeline items
Track outstanding investor items, pending documents, and follow-ups
Manage and organize project folders
Coordinate logistics for investor meetings, visits, webinars, and events
Manage scheduling for investor-facing activity, ensuring senior leadership is fully prepared and equipped with relevant materials
Support planning for roadshows, property tours, or advisory board meetings
Research and identify new leads
Participate in meetings with existing and prospective investors
Assist with capital call / distribution processes, including investor notifications and internal coordination
Support compliance and regulatory documentation for investor communications (e.g., ensuring regulatory-compliant templates, alignment with firm policies)
Participate in ad-hoc IR projects such as newsletter production, data room updates, or system enhancements
Coordinate and participate in calls with sponsors & asset managers for project updates
Qualification
Required
An undergraduate degree is required
3–5+ years' experience in investor relations, real estate finance, private equity, asset management, or related fields
Strong Excel skills with the ability to analyze performance metrics and portfolio data
High proficiency with PowerPoint and professional presentation development
CRM experience (Juniper Square) strongly preferred
Excellent leadership and interpersonal skills, including the ability to inspire others on the team to consistently meet high standards
Ability to find solutions to problems and clear hurdles
Strong organizational skills and ability to prioritize multiple tasks and short deadlines
Displays a positive, can-do attitude and professional manner, exhibiting respectfulness and behavior consistent with the company's core values
Works well in a company with a culture emphasizing a collegial, team-oriented environment
Has the ability to interact and communicate effectively up, down, and across the organization, strong oral and written communication skills
Demonstrated self-motivator with the ability to multitask and prioritize multiple projects in varying stages
Displays a proactive approach in solutions and problem-solving
Company
Transwestern
Transwestern offers real estate development, agency leasing, commercial property management, and consulting services
1001-5000 employees
Funding
Current Stage
Late StageTotal Funding
unknown2011-12-08Acquired
Leadership Team
Adam Altsuler
Chief Financial Officer
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