Investor Relations & Client Services Associate – Real Estate

Investor Relations & Client Services Associate – Real Estate

B&D Holdings is a privately held investment and development firm with offices in Warren, NJ.

Built upon a dynamic vertically integrated platform, B&D Holdings uses its unique talents and resources to create innovative real estate investment strategies.

Our real estate portfolio consists of over 230 properties, in 30 states, comprising over 9.7 million square feet of commercial real estate.

B&D’s primary focus is industrial real estate, with expertise in industrial with excess land, outside storage, yard area, or parking. We have an active acquisition pipeline and are focused on strategic growth of our portfolio.

For more information, please see our website: www.bndholdings.com

About the Role

B&D Holdings is a growing real estate investment and development platform seeking an analytically driven Investor Relations/Client Service Associate to serve as a primary relationship point for our high-net-worth investor base. This is a high-visibility role at the intersection of investor relations, capital activity, and investment reporting, suited for someone who thinks like an analyst, communicates like a relationship/client services manager, and thrives in a dynamic, entrepreneurial environment

Unlike a traditional IR role, this position requires genuine financial fluency - the ability to read investment structures, explain distributions and returns to sophisticated investors, and produce reporting that stands up to scrutiny. The ideal candidate is a sharp communicator who understands real estate finance and knows how to build and sustain trust with investors

Qualifications

• 2 years of experience in investor relations/client service associate, real estate investment, asset management, or capital markets
• Bachelor’s degree in finance, Real Estate, Economics, or a related analytical field
• Strong financial acumen with the ability to understand and explain real estate investment structures, waterfall mechanics, distributions, and returns — without needing to be the one building the books
• Experience with capital activity (capital calls, distributions, investor reporting) is strongly preferred
• Familiarity with Juniper Square or similar investor management platforms is a meaningful plus.
• Exceptional written and verbal communication skills, including comfort corresponding with and presenting to high-net-worth individuals
• Highly organized with strong attention to detail and the ability to manage multiple priorities independently in a fast-paced environment

Key Responsibilities

Investor Relations & Communications

• Serve as a primary point of contact for B&D Holdings’ investor base, managing inbound inquiries, inbox oversight, and direct investor calls with professionalism and discretion.
• Prepare and deliver investor reporting, including investment summaries, distributions to date, ownership updates, and capital account statements
• Manage capital calls and distributions end-to-end, including investor communications, coordination with accounting, and timely execution
• Support high-touch investor relationships, handling complex, and ad hoc inquiries with confidence and accuracy
• Maintain and continuously update the master investor database, ensuring data integrity across all records

Juniper Square Platform Management

This role owns the investor-facing workflows within Juniper Square, working in close coordination with the accounting team who manages back-end financial reconciliation

• Maintain investor records including ownership percentages, contact details, and payment instructions
• Process and track capital calls and distributions from the investor-facing perspective; coordinate hand-offs to accounting dept. for reconciliation
• Distribute investor communications including notices, updates, and K-1s.
• Manage tax document uploads and investor reporting workflows
• Set up new investments, ownership structures, and entities within the platform
• Support offering launches including data room setup, subscription document preparation and distribution, investor interest tracking, and review of completed subscription materials

Investment Reporting & Asset Management Support

• Assist with semi-annual fund holdings reporting, including Excel and PowerPoint updates for investor-facing materials
• Support asset-level data organization and documentation to ensure accurate investor reporting.
• Maintain historical investment records and entity documentation relevant to investor positions

Investor-Facing Entity & Ownership Records

• Maintain investor-relevant entity records including EINs, ownership structures, and formation documents as they relate to investor positions and reporting
• Support entity setup within Juniper Square and internal systems for new investments and structures.
• Coordinate with accounting and outside counsel on investor-specific entity documentation needs

Investor Events & Special Projects

• Lead planning and execution of investor events including Investor Day — managing invitations, materials, logistics, and branded collateral.
• Support the evaluation and implementation of new systems and platforms related to investor management.
• Serve as a cross-functional partner to accounting dept. for investor-related reporting, K-1 distribution, and data needs.