About The Role
Yieldstreet is seeking a seasoned Associate Director to join our Investor Relations team. This role will be dedicated to serving our Institutional clients who invested ~$1B with Cadre, a real estate investing firm acquired by Yieldstreet in 2023. You will lead the effort to provide an exceptional experience, acting as the primary point of contact for clients as well as partnering and coordinating with key stakeholders internally.
This person needs to be an exceptional communicator, experienced in working successfully with all types of institutional investors, from large intermediaries, public plans and sovereign wealth funds, to endowments and foundations, family offices and ultra high net worth individuals. You will also need to be a real estate expert and understand the structure and operations of PERE funds, using this knowledge to deliver for your clients across key motions like regular inquiries, reporting, capital calls & distributions, tax, and more.
This role is dedicated to institutional clients, but will sit within the broader Investor Relations team and will work collaboratively with all members of the Investor Relations team as well as multiple other internal stakeholders including the Investment, Fund Management, Operations, Product and Technology and Marketing teams. This role will be based in our NYC office and reports to our Vice President of Investor Relations.
What you'll do:
- Provides timely, high-quality service and support to our Institutional clients.
- Serve as primary point of contact for clients, coordinating responses to questions, calls, reporting & diligence, and prepare associated materials for client updates, calls and meetings.
- Lead and optimize the processes of Institutional Investor Relations, with a focus on operational excellence, documentation and collaboration.
- Develop strategic plans and initiatives for key responsibilities, and drive execution.
- Partner with other Investor Relations colleagues and adjacent teams to drive efficiencies across both institutional and retail investors.
- Identify, measure, and troubleshoot issues to identify areas for improvement.
- Research trends and best practices and partner with the team to implement improvements and realize efficiencies.
What you'll need:
- Bachelor's degree in finance, business administration, or a related field.
- 7+ years experience in investor relations, with experience serving institutional clients.
- A strong communicator, effectively and confidently delivering impactful messaging externally with clients and internally with colleagues and company leadership.
- A skilled operator, extremely organized with attention to detail and the ability to manage multiple tasks and deadlines simultaneously.
- Excellent presentation skills effectively conveying complex financial information to diverse audiences
- Able to work independently as well as part of a collaborative team environment.
- Technological aptitude - confident working in and managing customer experience/CRM, operations and business analytics systems in a tech-forward environment.
- Experience with the regulatory and compliance guidelines for interacting with investors.
Ideal candidates will have:
- Deep knowledge of real estate and other alternative investments.
- Strong understanding of accounting, financial modeling, market analysis, and valuations.
- Present or past FINRA licenses a plus (e.g. Series 7, 63, 65, 66).
- We're looking for people who love to raise the bar, push thinking, and drive to practical solutions at scale.
About Yieldstreet
Yieldstreet is the leading private market investment platform. We believe that private market alternatives should be a fundamental part of your portfolio. That's why we're unlocking access to make it easier than ever to get started. We partner with top-tier investment managers to provide investors with a wide range of opportunities across real estate, venture capital, private equity, art, short term notes and more. All of our offerings are curated and vetted by our team to help investors diversify away from the stock market with confidence.
Why Yieldstreet?
Join a team of diverse, smart, and friendly people from 8 different countries who speak a total of 17 different languages who are on a mission to make alternative investments a fundamental part of the modern portfolio. Our team is comprised of successful entrepreneurs with combined exits of over $1B. We get social with each other during happy hours, exercise classes and team off sites! We are a hybrid work company giving you the opportunity to connect with your peers in real time with the flexibility to work remotely a few days per week.
What's in it for you:
Competitive compensation packages including equity
Health, dental & vision coverage with FSA/HSA options
Unlimited PTO
401k Match
Paid lunch once a week
Commuter benefit
Life insurance
Sabbatical
Summer Fridays
Compensation:
- HIRING SALARY RANGE: $120,000+ (Actual salary to be determined by the education, experience, knowledge, skills, and abilities of the applicant, internal equity, and alignment with market data.) Compensation package also includes generous, bonus, benefits and equity.
What We Do
Yieldstreet is changing the way wealth is created, providing access to asset based investments historically unavailable to most investors. We believe our technology platform creates a unique experience for investors at every level and provides valuable diversification and strength to most portfolios.
Why Work With Us
We're creating something that has never existed before in uncharted territory to change the world for the better, and we're doing it with a fun and diverse group of thinkers that have joined us from all walks of life.
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