Investor Relations Analyst

4 weeks, 1 day ago
Full-time
Entry Level
Sales and Business Development
Fundrise

Fundrise

Fundrise provides a low-cost platform for U.S. investors to access direct private market investments, such as real estate and venture capital, democratizing the investment process and making it simpler and more reliable for individuals regardless of th...

Capital Markets
51-250
Founded 2010
$41M raised

Description

  • Serve as a primary contact for retail investors, answering account questions and resolving issues.
  • Deliver a consistently high standard of investor service.
  • Develop strong working knowledge of Fundrise products, investment structures, and strategies.
  • Use product knowledge to support investors accurately and confidently.
  • Evaluate AI tools and responses to identify gaps and improve the customer experience.
  • Help drive team efficiency through better use of AI tools.
  • Work with the team to develop systematic methods for scaling the business and supporting a growing investor base.

Requirements

  • 1+ year of prior customer service experience, ideally in a high-volume environment.
  • Understanding of how proactive customer service supports brand loyalty and customer retention.
  • Strong written and verbal communication skills with the ability to explain complex topics clearly.
  • Comfort working independently while staying closely coordinated with a team.
  • High attention to detail and ability to manage multiple priorities.
  • Desire to learn about Fundrise products and investment strategies.
  • Bachelor’s degree in Finance, Business, or a related field preferred.
  • Prior customer service experience in real estate or financial services preferred.
  • Exceptional communication and interpersonal skills.
  • Strong work ethic, positive attitude, and willingness to learn.

Benefits

  • Remote-first work environment (must live in the United States).
  • Competitive medical, dental, and vision insurance with Fundrise contributing to employee and dependent premiums.
  • Flexible Spending Accounts for medical expenses, dependent care, and parking.
  • 401(k) with a 3% Fundrise contribution regardless of employee contribution.
  • Fully covered life insurance and short-term disability.
  • Significant equity through the employee stock grant program.
  • Gympass benefit including mental health resources.
  • Flexible PTO.
  • Employee Assistance Program.
  • Paid parental leave.

Interested in this position?

Apply directly on the company website

Apply Now

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