Job Description

Kairos Investment Management Company is a minority-owned real estate private equity firm founded in 2005 to focus on value-based real estate investments in the lower middle market, often with a long-term investment horizon and contrarian approach. As of March 31, 2025, the Kairos team has transacted on $4.5 billion of real estate, including over 26,000 multifamily units and 25 million square feet of commercial property nationwide, and has $2.5 billion of gross assets under management. Kairos is headquartered in Irvine, California.

Job Summary:

Kairos Investment Management Company is seeking an Assistant Vice President – Investor Operations to serve as a key contributor to the Investor Solutions department and to support the firm’s overall growth. This position is responsible for providing comprehensive support and service to existing and prospective clients while collaborating effectively with internal teams. This position requires strong communication skills to manage and resolve investor inquiries promptly and professionally. Other key responsibilities include optimizing and maintaining the Client Management System (CRM), to enhance operational efficiency and ensure full compliance with regulatory requirements and internal policies related to investor communications, reporting and monitoring.

Job Responsibilities:

Key Relationships

Existing Clients:

• Maintain and develop relationships with back-office personnel of custodians and other operations personnel
• Resolve investor, advisor, and custodian inquiries regarding: current investments, accounting or tax statements, and any other investor-related inquiries
• Update and process investor changes: transfers, address changes, custodial or wealth manager changes, etc.
• Draft and upload investor related notices: capital calls, capital distributions, quarterly closings, ongoing wealth manager reports, etc.
• Coordinate and post investor related documents as they pertain to tax and accounting statements

Prospective / New Clients:

• Initiate and maintain access to data room for prospective investors: prequalification questionnaires, marketing collateral and documents for the data rooms
• Updating CRM for new or existing investors (Juniper)
• Follow up with prospects or advisors as needed regarding subscription document completion
• Coordinate subscription document review with the Compliance department for final Legal approval

Internal Stakeholders:

• Managing new subscription documentation and closings, tracking and managing inbound and outbound capital
• Attends, plans and interacts with investors directly during Annual Investors Day
• Partners with capital formation and investor relations team during the registration period for all sales and marketing activities
• Initiates, coordinates and answers questions about voting and proxy requirements across strategies

Managing CRM Platform and Data Integrity

• Responsible for quality control of data saved in internal CRM system
• Assist Compliance with the evaluating current and potential processes to improve customer retention according to best practices
• Provide information supporting external compliance reviews and regulatory filings.
• Assist in the completion of investor due diligence requests and compliance reporting

Qualifications & Competencies:

• Bachelor’s degree in Business, Accounting, Finance, or a related field of study preferred
• 5-7 years of relevant experience preferably at an investment management, investment consulting, wealth management, registered investment advisor, financial services, legal, or regulated organization
• Direct experience with the investor subscription document process
• Flexibility to accommodate project and reporting deadlines
• Ability to manage large amounts of data and create work process flows
• MS Office and Excel with a focus on financial analysis
• CRM system admin user (Juniper Square)
• Current FINRA Series 7 and 63 is a plus
• Strong communication skills (written, verbal, interpersonal, listening) and demonstrated ability to create an immediate positive impression
• Ability to understand and clearly explain complex concepts
• Exceptional attention to detail and strong organizational skills
• Logical and methodical approach to problem solving
• Ability to work in Irvine, CA office 5 days a week

Benefits:

• Comprehensive health benefits including medical, dental, vision, life and disability coverage.
• Access to Flexible Savings Account and Health Savings Account.
• Generous paid time off programs including paid holidays, vacation, floating holidays and sick time.
• Retirement savings plan with 100% vesting on company match.

Compensation:

The annual U.S. based wage range for this full-time position is $125,000 - $140,000. The base pay actually offered will vary depending on job-related knowledge, skills, location and experience and will take into account internal equity. Other forms of pay may be provided as part of the compensation package, in addition to a full range of health & wellness benefits. For more information regarding Kairos Investment Management Company benefits, please visit

Job Tags

Similar Jobs