Senior Financial Analyst
gallagherandmohan
Investor Relations & CRM Analyst
gallagherandmohan· Admin
About this role
What we are and what we do:-
Gallagher & Mohan work exclusively within the real estate industry. Our mission is to provide financial analysis, marketing, and accounting support to our clients. Our clients are real estate-focused private equity investors, developers, fund managers, brokers, and other industry leaders. We pride ourselves on our quality, our strong communication, and our work ethic. We are a natural extension of our client's existing infrastructure. The type of transactions we currently work on range from multifamily apartment communities to large-scale office towers across the United States and European markets, and range in value sizes from $25 million USD – $500+ million USD.
What we are looking for:-
We are hiring an Investor Relations & CRM Analyst to support the business and investor relations function of a US-based real estate private equity client. You will own the accuracy of the CRM, build and maintain intelligence on investors, brokers, lenders, and partners, and prepare the materials that reach LPs and internal stakeholders.
The work is research-driven and detail-heavy. It is not lead generation. Success in this role looks like clean records, timely investor updates, and a deal team that never has to question the information in front of them.
Job responsibilities:
Research & Contact Intelligence
● Build professional biographies of key contacts using internal records and external research
● Maintain categorized contact reference lists covering investors and LPs, advisors, partners, vendors, and key relationships
● Source and verify contact data from email signatures, LinkedIn, company websites, and other approved sources.
CRM & Database Management
● Own the accuracy of CRM records for investors, brokers, lenders, and tenants, including deduplication and record merges
● Keep contact fields current: email, phone, title, company, mailing address, LinkedIn, website, and referral source
● Log investor activity promptly after every meeting, call, and email exchange
● Upload and organize subscription agreements, term sheets, and memos across the CRM and Box.
Reporting & Investor Communication
● Prepare materials for meetings, presentations, and investor updates covering current and prospective investments
● Draft and review emails, reports, summaries, and recurring internal update documents
● Support quarterly and annual reporting cycles through data gathering, document organization, and coordination across teams
Marketing & Operational Support
● Support blast email and text campaigns, and maintain list hygiene through verification tools
● Upload and maintain media and visual assets in designated systems
● Monitor key calendars, track follow-ups, and manage inbox triage including flagging and drafting responses
● Handle confidential investor and deal information with discretion.
Requirements:
● 2 to 5 years in CRM database management, investor relations support, business development support, or research operations
● Hands-on ownership of a CRM system, including data hygiene and deduplication (HubSpot, Salesforce, Dynamo, Juniper Square, or similar)
● Strong written English; this role drafts correspondence that reaches investors
● Willingness to work night shifts aligned to US business hours.
● This role involves assisting the Higher Management/CEO & stakeholders in their work.
Preferred
● Exposure to real estate, private equity, or financial services.
● Experience preparing investor reporting packs or board and LP materials
● Comfort working independently in a fast-paced, evolving environment.
Job Details
● Title: Investor Relations & CRM Analyst
● Location: Remote, India
● Shift: EST/ US Timezone
● Employment Type: Full-time, permanent
Frequently Asked Questions
What is the salary for the Investor Relations & CRM Analyst role at gallagherandmohan?
The listed salary for this Investor Relations & CRM Analyst position at gallagherandmohan is INR 500K–700K. This is a remote FULL TIME role.
Is the Investor Relations & CRM Analyst job at gallagherandmohan remote?
Yes, this Investor Relations & CRM Analyst position at gallagherandmohan is remote, with team members based in Delhi, DL, India, New Delhi, Delhi, India, Remote, Oregon, United States. You can work from home or anywhere in the supported regions.
Is the Investor Relations & CRM Analyst role at gallagherandmohan full-time or part-time?
This is listed as a FULL TIME position. It is posted as a Investor Relations & CRM Analyst role in the Admin department at gallagherandmohan.
Which team or department does the Investor Relations & CRM Analyst at gallagherandmohan belong to?
This Investor Relations & CRM Analyst position is part of the Admin department at gallagherandmohan. See the full job description for more information about the team structure and responsibilities.
How do I apply for the Investor Relations & CRM Analyst position at gallagherandmohan?
Click the "Apply Now" button on this page. You will be redirected to gallagherandmohan's official application portal hosted on keka where you can submit your application directly.
When was the Investor Relations & CRM Analyst job at gallagherandmohan posted?
This Investor Relations & CRM Analyst position at gallagherandmohan was posted on Sep 22, 2026. Apply as soon as possible — early applications are often reviewed first.
Investor Relations & CRM Analyst
gallagherandmohan · 💰 INR 500K–700K
You'll be redirected to gallagherandmohan's official application page on keka.