Investor Relations & Administrative Specialist

Company: Assets Funding Capital (AFC)

Work Arrangement: Remote

Computer Requirements: Proficiency in Apple Mac (macOS)

Assets Funding Capital (AFC) is a private real estate investment and capital advisory firm focused on connecting investors with real estate investment opportunities.

We specialize in facilitating investment transactions, supporting capital-raising initiatives, and building long-term relationships with investors and strategic partners.

At AFC, we prioritize professionalism, transparency, operational efficiency, and exceptional investor service. We are seeking a highly organized, detail-oriented, and proactive professional to support our growing investment operations and investor relations activities.

ABOUT THE ROLE

We are looking for an experienced Investor Relations & Administrative Specialist to manage investment documentation, maintain investor records, oversee CRM and investor portal systems, and support daily administrative operations.

This position requires someone who is highly organized, technologically proficient, and capable of managing multiple responsibilities independently while maintaining accuracy and professionalism.

The adecuado candidate must be fully bilingual in English and Spanish (written and spoken), proficient in Apple Mac computers, and experienced with Microsoft Office, Google Workspace, and CRM systems.

The selected candidate will work closely with our Investor Relations, Finance, and Administrative teams to ensure efficient operations and a seamless investor experience.

KEY RESPONSIBILITIES1.

- Prepare, review, and process investment agreements, contracts,



and supporting documentation.
- Ensure all investment contracts contain accurate investor information, investment amounts, and applicable terms.
- Coordinate the distribution of contracts for electronic signature through designated platforms.
- Track outstanding agreements, signatures, and required documentation.
- Maintain organized digital records of all executed agreements.
- Follow up with investors and internal departments regarding incomplete or pending documentation.

2.

- Prepare and issue receipts of funds for investor contributions and investments.
- Coordinate with the Finance Department to verify incoming funds before issuing receipts.
- Maintain accurate records of investment amounts, transaction dates, and investor contributions.
- Assist with reconciling investor records against financial information.
- Identify discrepancies and communicate them promptly to the appropriate departments.
- Ensure investment records are properly documented and maintained.
- Manage and maintain investor information within Zoho CRM.
- Create, update, and organize investor profiles, contact information, and investment history.
- Track investor communications, follow-ups, pending documentation, and investment activities.
- Ensure all CRM records are accurate, complete,



and regularly updated.
- Generate reports and investor summaries as requested by management.
- Identify missing information and proactively coordinate necessary updates.
- Maintain confidentiality and consistency across investor records.

4. Investor Portal Management – Agora

- Manage and maintain the Company's Agora Investor Portal.
- Assist with investor onboarding, account creation, and portal access.
- Upload and organize investment agreements, receipts, statements, and supporting documentation.
- Ensure investor accounts and investment records remain accurate and up to date.
- Monitor outstanding investor documentation and coordinate follow-ups.
- Assist investors with basic portal-related inquiries.
- Ensure consistency between Agora, Zoho CRM, and internal financial records.

5. Administrative & Database Management

- Maintain organized digital filing systems and investor databases.
- Prepare administrative reports, spreadsheets, and internal documentation.
- Ensure proper organization and accessibility of investor records.
- Regularly review databases for missing, outdated, or inconsistent information.
- Monitor outstanding administrative tasks and ensure deadlines are met.
- Assist with improving internal processes and operational efficiency.

6. Internal Coordination & Investor Support

- Collaborate with the Investor Relations, Finance, and Administrative teams.
- Coordinate outstanding investment agreements, investor onboarding, and documentation requirements.
- Assist with investor communications in both English and Spanish.
- Respond pro

📌 Investor Relations (Madrid)
🏢 Assets Funding Capital
📍 Madrid