Investor Relations Associate at Westcore Management LLC

San Diego, California, United States -

Full Time

Start Date

Immediate

Expiry Date

14 May, 26

Salary

130000.0

Posted On

13 Feb, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Fund Operations, Investor Reporting, Fundraising, Capital Calls, Distributions, Auditor Coordination, Tax Reporting, Diligence Materials, RFP Responses, Investor Onboarding, Regulatory Filings, AML/KYC, Data Accuracy, Process Improvement, Communication Skills, Organizational Skills

Industry

Real Estate

Description

COMPANY OVERVIEW Westcore is a fully-integrated commercial real estate investment company with institutional scale and capabilities that operates with the speed and adaptability of opportunistic entrepreneurs. Westcore has a dynamic track record of real estate investing going back to its founding in 2000. We focus on well-located industrial properties in the United States. We are a vertically integrated company with expertise in all facets of real estate investment management: acquisitions, finance, asset management, leasing, construction, and building operations. To better support our Investor Relations and Capital Raising with the anticipated doubling of our portfolio over the next few years, Westcore is looking for a well-rounded Investor Relations Associate. POSITION SUMMARY The Investor Relations Associate will play a hands-on role in executing fund operations, investor reporting, and fundraising activities across the firm’s investment vehicles, sitting at the intersection of finance, operations, and investor engagement. The role provides exposure to fund administration, regulatory processes, and institutional investor communications, with increasing ownership over core workflows, data accuracy, and investor-facing deliverables. The Associate will work closely with senior team members, third-party service providers, and internal stakeholders, contributing to both day-to-day execution and ongoing process improvements across fund operations and investor relations. CORE ROLES & RESPONSIBILITIES: * Execute and review core fund operations, including NAVs, capital account statements, performance reporting, capital calls, and distributions, in coordination with internal teams and third-party administrators. * Own the preparation and delivery of quarterly investor reports, financial packages, and ad hoc investor communications, ensuring accuracy, consistency, and timely distribution. * Manage day-to-day coordination with auditors and tax advisors during annual audits, tax reporting cycles, and regulatory filings, including tracking deliverables and resolving routine inquiries. * Support fundraising initiatives by managing investor diligence materials, DDQs, RFP responses, and fundraising data rooms, while coordinating meetings, roadshows, and investor onboarding activities. * Serve as a point of contact for day-to-day investor inquiries, supporting ongoing engagement through investor meetings, calls, and annual events, and escalating complex matters as appropriate. PRIMARY DUTIES: (The list below is not comprehensive, and priorities will change on a day-to-day basis) * Prepare and review fund-level accounting outputs and performance data in coordination with fund administrators and internal stakeholders. * Execute capital calls, distributions, and investor allocations, including investor notifications and documentation. * Maintain and update investor portals, ensuring timely posting of reports, notices, and investor-specific materials. * Coordinate quarterly investor calls, annual meetings, and other investor communications, including scheduling, materials preparation, and follow-up. * Draft, update, and maintain DDQs, investor presentations, and standardized marketing and diligence materials. * Manage fundraising data rooms, diligence trackers, and document version control throughout fundraising processes. * Support investor onboarding processes, including AML/KYC documentation and coordination with legal and compliance teams. * Assist with SEC, AML/KYC, and other regulatory compliance requirements; maintain internal controls, policies, and operational documentation. * Track audit and tax timelines, support K-1 preparation, and coordinate responses to auditor and tax-related inquiries. * Monitor investor feedback, diligence themes, and market activity to support fundraising strategy and investor messaging. * Identify opportunities to improve operational processes, reporting workflows, and data accuracy across fund operations and investor relations. DESIRED SKILLS AND EXPERIENCE: * Bachelor’s degree in Finance, Accounting, Economics, or a related field. * 2–5 years of experience in fund operations, investor relations, fund administration, or private markets. * Exposure to institutional investors, private equity, real estate, or real asset strategies preferred. * Working knowledge of fund structures, capital account mechanics, and performance reporting. * General familiarity with SEC regulations, AML/KYC requirements, and institutional investor standards (e.g., ILPA, INREV, GRESB) is a plus. * Strong written and verbal communication skills. * High attention to detail and strong organizational skills. * Ability to manage multiple workstreams in a deadline-driven environment. * Collaborative mindset and comfort working cross-functionally. MISSION Utilize our expertise and experience to recognize market inefficiencies, quickly deploy capital and talent to act on opportunities, deliver superior outcomes to stakeholders, and strive for excellence in everything we do. CORE VALUES Westcore values its employees and works to create an environment where professional and personal growth can be achieved. We look for motivated individuals who share our commitment to excellence. Our employees are supported by an environment where mentoring is encouraged, and where tools and resources to succeed are readily available. Our company lives by its values, treating each other with respect and consideration at all times. * Integrity: We behave ethically, honestly and respectfully. * Excellence: We execute brilliantly. We are accountable for our performance and deliver high quality results. * Teamwork: We are a group of people with diverse talents working to produce positive synergistic results. * Balance: We work hard while embracing our commitment to family, friends and community. * Commitment: We foster a culture of service, responsiveness, accountability, and professionalism. Compensation: $90,000 - $130,000 annually DOE + 10% Bonus Eligibility. Competitive Healthcare Coverage, Multilayered Vacation, & 401K offerings.

Responsibilities

The Associate will execute core fund operations, including NAVs, capital account statements, capital calls, and distributions, while owning the preparation and delivery of quarterly investor reports and financial packages. Responsibilities also include managing coordination with auditors/tax advisors and supporting fundraising initiatives through diligence materials and data room management.