Associate, Investor Relations & Capital Formation (Real Estate) chez Sagard

About the Company

Sagard Real Estate is a real estate investment advisor and operator providing investment management services throughout the U.S. including acquisitions, asset management, development and property management for our investors. With $5.3B in assets under management, our clients invest through separately managed accounts and commingled funds.

Sagard Real Estate is based in Denver with regional offices in New York City, Charlotte, Los Angeles, San Francisco and Austin metro areas.

This role is performed onsite and located in Denver, Colorado. Hybrid scheduling is available.

For more information, please visit www.sagard.com

Attention Recruiters: The position is handled internally and does not require staffing assistance. In the event staffing assistance is needed, an approved staffing agreement will be required before candidates are considered.

About the Role

The Associate, Investor Relations & Capital Formation role reports to the Senior Director, Investor Relations & Capital Formation and will play a critical part in managing investor relationships, supporting fundraising initiatives, and leading key strategic projects that drive capital formation. The ideal candidate will bring a blend of marketing, client relations, and analytical skills, combined with the ability to collaborate across teams and manage complex processes.

Key Job Duties

Fundraising & Investor Engagement
o    Collaborate with the senior leadership team to support and manage the fundraising process.
o    Coordinate and participate in meetings with existing and prospective investors alongside investment professionals.
o    Be the primary point of contact for investor inquiries, delivering timely, accurate, and professional responses.

Marketing & Communications
o    Produce and distribute high-quality presentation decks, investor updates, and marketing materials.
o    Assist with public relations efforts and marketing initiatives to strengthen brand visibility and investor communication.
o    Lead the creation and management of content for investor outreach and capital formation campaigns.

Reporting & Compliance
o    Manage quarterly reporting processes for open-end funds.
o    Facilitate due diligence efforts, including responding to DDQs, RFPs, and other related fund documentation requests.
o    Partner with legal and compliance teams to execute subscription and redemption processes seamlessly.

Strategic Initiatives
o    Lead and contribute to strategic projects that advance the Investor Relations (IR) and Capital Formation functions.
o    Collaborate cross-functionally with investment, operations, and marketing teams to improve processes and investor engagement.

Education and Experience Required

• Bachelor’s degree in Business, Finance, Marketing, or a related field.
• Minimum 3 years of experience in marketing, investor relations, client relations, or a related role.
• Basic understanding of investment concepts, financial markets, and fund structures.

Knowledge, Skills, and Abilities

Technical & Professional Skills
o    Strong proficiency in Microsoft PowerPoint and Excel; ability to design and structure compelling investor presentations.
o    Experience with CRM systems to track investor interactions and manage communications.
o    Familiarity with AI tools such as ChatGPT for content development and productivity enhancement preferred.
o    Graphic design or visual storytelling skills are a strong plus.

Personal Attributes
o    Exceptional communication and relationship management skills with a client-first mindset.
o    Highly organized and detail-oriented, with the ability to manage multiple priorities in a fast-paced environment.
o    Proactive, resourceful, and a strong collaborator who thrives in a team-oriented culture.

Starting Base Salary Range: $85,000 to $105,000 Annually (USD)

Posting Date: October 1, 2025

Posting Expiration Date: October 16, 2025 (Date may extend if not filled)

The starting salary for this position is an estimate, based on potential employee qualifications, operational needs and other considerations permitted by law. Actual salaries will vary and may be above or below the stated range based on various factors including, among other factors, location, education and training, experience, internal pay alignment, and performance. A potential new employee’s salary history will not be used in compensation decisions. Many candidates’ compensation will start in the bottom half of the stated range. This role is also eligible to participate in a merit-based annual bonus program, health, vision, and dental insurance plans, long and short-term disability, 401K plan, and PTO. This information is provided in connection with the Colorado Equal Pay for Equal Work Act, and similar requirements in California and New York. Positions located outside of these states may or may not necessarily receive the same compensation. 

Employee benefits include: 

• Flexible Time Off 
• 401k Matching Program 
• Competitive Medical, Dental and Vision plus FSA and HSA options 
• Paid Caregiver Leave Benefits 
• Commuter Pre-Tax Savings Program (Parking and Mass Transit) 
• College Tuition and Continuing Education Reimbursement 
• Mentorship and Leadership Development Opportunities 
• Paid Social and Engagement Events Throughout the Year 
• And More 

Sagard’s Commitment to Diversity and Inclusion is evident and continuously showcased from dedicated workgroup efforts and programming for recruitment, inclusive culture, retention, and training initiatives throughout our organization. To learn more about Sagard’s ESG initiatives and how our inclusion efforts support, visit sagard.com/responsibility. 

Sagard’s Commitment to Applicants is evident with no discrimination in our recruitment process due to race, color, disability, creed, gender, sexual orientation, gender identification, age, religion, national origin, citizenship, marital status, veteran status, or any protected category by local, state or federal laws.