Investor Relations Analyst

Fundrise

Investor Relations Analyst supporting retail investors for Fundrise, a fintech alternative-asset investment platform. Handling account questions, investment-product support, AI-tool evaluation, and scalable customer-service processes.

Posted 8/10/2026full-timeRemote • 🇺🇸 United StatesJunior💰 $55,000 - $75,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

Use this summary to align your resume positioning with the role.

Demonstrates strong customer service skills with a focus on proactive communication and problem resolution, while possessing a solid understanding of financial products and investment strategies to effectively support retail investors.

Highest-signal resume keywords

Customer Service ExperienceStrong Written CommunicationStrong Verbal CommunicationAttention to DetailBachelor's Degree in Finance

ATS Keywords

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Applicant Tracking System Keywords

Tip: use these terms in your resume and cover letter to boost ATS matches.

Soft Skills

Proactive Customer ServiceAbility to Manage Multiple PrioritiesIndependent WorkTeam Coordination

Tools & Technologies

AI Tools

Industry Keywords

Retail InvestorsInvestment StructuresCustomer RetentionReal EstateFinancial Services

About the role

Key responsibilities & impact

Serve as a primary contact for a high volume of retail investors, addressing account questions, resolving issues, and delivering a consistently high standard of service
Develop and apply strong working knowledge of Fundrise's products, investment structures, and strategies to accurately and confidently support investors
Evaluate current AI tools and responses to identify gaps, improve the customer experience, and drive team efficiency
Work with the Fundrise team to develop systematic methods for scaling the business and further supporting the growing investor base

Requirements

What you’ll need

1+ year of prior customer service experience, ideally in a high-volume environment
Understanding of the impact of positive, proactive customer service on brand loyalty and customer retention
Strong written and verbal communication skills, with 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 related field preferred
Prior customer service experience in real estate or financial services preferred

Benefits

Comp & perks

Remote-first work environment
Competitive medical, dental, and vision insurance, with Fundrise contributing to both employee and dependent premiums
Flexible Spending Accounts for medical expenses, dependent care, and parking
401(k) with 3% contributed by Fundrise, regardless of whether you are actively contributing yourself
Fully covered life insurance and short-term disability
Significant equity via our employee stock grant program
Gympass benefit including mental health resources
Flexible PTO
Employee Assistance Program
Paid parental leave