Investor Relations Associate
Position: Investor Relations Associate / Business Development Representative
Reports To: Director of Investor Relations
Experience: 1+ years in Sales, Business Development, or equivalent experience
Location: Atlanta, GA; Denver, CO; or remote

Who We Are:
Equity Estates is a growing, innovative real estate investment fund that owns multi-million-dollar luxury vacation
homes around the world for the private use and financial gain of its investors. We have access to over 60
residences spanning 25 countries including major cities and resort destinations, like Cabo, Grand Cayman, and
Aspen. Our investors enjoy five-star concierge services when they travel to these homes with family and friends,
plus the added benefit of appreciation of their investment over time as the properties increase in value. Equity
Estates is a smart blend of private equity, luxury real estate, and travel. We are looking for new team members
who are interested in these elements and flexible enough to handle them.

Our Culture:
We foster a creative, entrepreneurial, and energetic environment where people look forward to coming to work
every day, having fun, and helping to grow the business. An independent work ability and strong work ethic is
critical. We value passionate people who love to be challenged and desire the freedom to contribute to the overall
success of our company. Our team is filled with smart, ambitious, hard-working employees that operate with the
highest level of integrity.

Job Summary:
The Investor Relations Associate will contribute to business development initiatives by aggressively supporting lead
generation and prospect maturation through various communication channels. Heavy use of telephone (~70-80+
calls per day), email, text messaging, and coordinating follow up is incumbent, along with appointment setting
between senior management, clients, professional advisors, and prospects. The most valuable contribution made
by this team member is to qualify prospective investors in our database and assist with follow up. They will be
setting first impressions and building important relationships for the company responding to initial inquiries.

Duties and Responsibilities:
• Partner with senior investor relations team members on direct sales and marketing initiatives.
• Manage inbound inquiries with excellent written and telephone follow up.
• Execute qualification calls and hand off to senior team members. Take responsibility for advancing
prospects and referral sources through introduction and basic engagement sales stages.
• Identify, prepare, and motivate prospects to attend webinars and one-on-one meetings with Fund
Manager and senior investor relations team members. This includes meeting reminder calls and emails.
• Identify and capture new leads, then enter them into the CRM.
• Utilize CRM, Sales Empowerment, and Marketing Automation tools – especially reports – to assist in
follow up marketing strategies and call plans with various lead sources.
• Gain working knowledge of the client base, investment products and services, marketing campaigns, and
information about key competitors.
• Conduct systematic calls to clients and prospects to educate/inform on key company development topics,
such as new home acquisitions or invitations to events. This also includes post-sale follow up.
• Coordinate and setup appointments for VP in market trips. Take charge of pre-, during and post-event
prospect communication and data mining.
• Meet individual production goals and effectively participate in reaching department production goals.
• Participate in ongoing training, including product knowledge, presentation skills, and seminars to fully
develop professional skills.
• Demonstrate ability to learn, utilize, and maintain all systems thoroughly, e.g., Qualified, Salesforce.com,
Pardot, etc.

Experience:
• Bachelor’s degree from an accredited institution.
• 1-2 years of sales experience in a Business Development Representative role or similar.
• Strong PC proficiency, including Microsoft Outlook, Excel, and Word.
• Ability to diligently maintain contact database, such as Salesforce.com.
• Great follow up skills on phone, email, and standard mail.
• Ability to comprehend investments and securities, as well as an understanding of luxury real estate and
the value of enjoying luxury vacations. Prior experience with luxury travel a plus.
• Experience interacting with high-net-worth individuals and families is beneficial.

Work Environment:
• We are working remotely from home using tools like Zoom and Microsoft Teams for collaboration and
training.
• New hire will need the ability to work from home in a quiet setting with high-speed internet access. If that
is not an option, there may be possibilities for working at a co-working space.

Qualities Required:
• Love what you do.
• Positive attitude.
• Strong verbal, written communication, influencing and presentation skills.
• Excellent interpersonal skills including listening with attention to detail.
• Highly self-motivated contributor who works well as an individual and within a team environment.

Travel:
• 0%-20%.

Benefits:
• Competitive pay – Base Salary of $60,000-$65,000 + $24,000-$32,000 bonus potential.
• Health, Dental, Vision Insurance available.
• Ability to participate in 401k program +3% company 401k match after ~3 months tenure.
• Paid time off.
• Travel to Equity Estates residences for both work and personal trips.
• Challenging, dynamic work environment.
• Fun company serving clients having fun. It is a happy business.

What to do if you are interested:
Please carefully follow the instructions below.
1. Email a resume and cover letter along with any salary requirements to
[email protected]
2. In the subject line, place “IR Associate Fund VI” followed by your last name. Example: IR Associate Fund VI –
Smith.
3. Expect to see an email back from us with further instructions. If you don’t get it right away, be sure to check
your spam folder.