Investor Relations and CRM Analyst

What we are and what we do:-
Gallagher Mohan work exclusively within the real estate industry. Our mission is to provide financial analysis, marketing, and accounting support to our clients. Our clients are real estate-focused private equity investors, developers, fund managers, brokers, and other industry leaders. We pride ourselves on our quality, our strong communication, and our work ethic. We are a natural extension of our client's existing infrastructure. The type of transactions we currently work on range from multifamily apartment communities to large-scale office towers across the United States and European markets, and range in value sizes from $25 million USD $500+ million USD.
What we are looking for:-
We are hiring an Investor Relations CRM Analyst to support the business and investor relations function of a US-based real estate private equity client. You will own the accuracy of the CRM, build and maintain intelligence on investors, brokers, lenders, and partners, and prepare the materials that reach LPs and internal stakeholders.
The work is research-driven and detail-heavy. It is not lead generation. Success in this role looks like clean records, timely investor updates, and a deal team that never has to question the information in front of them.
Job Responsibilities
Research Contact Intelligence
Build professional biographies of key contacts using internal records and external research
Maintain categorized contact reference lists covering investors and LPs, advisors, partners, vendors, and key relationships
Source and verify contact data from email signatures, LinkedIn, company websites, and other approved sources.
CRM Database Management
Own the accuracy of CRM records for investors, brokers, lenders, and tenants, including deduplication and record merges
Keep contact fields current: email, phone, title, company, mailing address, LinkedIn, website, and referral source
Log investor activity promptly after every meeting, call, and email exchange
Upload and organize subscription agreements, term sheets, and memos across the CRM and Box.
Reporting Investor Communication
Prepare materials for meetings, presentations, and investor updates covering current and prospective investments
Draft and review emails, reports, summaries, and recurring internal update documents
Support quarterly and annual reporting cycles through data gathering, document organization, and coordination across teams
Marketing Operational Support
Support blast email and text campaigns, and maintain list hygiene through verification tools
Upload and maintain media and visual assets in designated systems
Monitor key calendars, track follow-ups, and manage inbox triage including flagging and drafting responses
Handle confidential investor and deal information with discretion.
Requirements
2 to 5 years in CRM database management, investor relations support, business development support, or research operations
Hands-on ownership of a CRM system, including data hygiene and deduplication (HubSpot, Salesforce, Dynamo, Juniper Square, or similar)
Strong written English; this role drafts correspondence that reaches investors
Willingness to work night shifts aligned to US business hours.
This role involves assisting the Higher Management/CEO stakeholders in their work.
Preferred
Exposure to real estate, private equity, or financial services.
Experience preparing investor reporting packs or board and LP materials
Comfort working independently in a fast-paced, evolving environment.
Job Details
Title : Investor Relations CRM Analyst
Location : Remote, (Delhi) India
Industry : KPO, Outsourcing/Offshoring
Shift : EST/PST - US Timezone
Employment Type : Full-time, permanent
This job is provided by Shine.com

Work arrangement
Yes