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Investor Relations Analyst

Fundrise

Role overview

Qualifications

  • 1+ year of prior customer service experience, ideally in a high-volume environment
  • Strong written and verbal communication skills, with an ability to explain complex topics clearly
  • High attention to detail and ability to manage multiple priorities
  • Desire to learn about Fundrise products and investment strategies

Responsibilities

  • 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 our 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 our business and further supporting our growing investor base

Key facts

Hard skills

Finance Business Operations

Other skills

  • Customer Service
  • Communication
  • Detail Oriented
  • Problem Solving
  • Real Estate
  • Social Skills
  • Teamwork
  • Willingness To Learn

About the company

Fundrise logo

Fundrise

Investment Management

For almost a century, regulatory barriers made it difficult for individuals to invest in private markets, giving billion-dollar institutions preferred access. The result has been that most investors have been limited to public markets and excluded from private investments—ranging from real estate to venture capital. Technology is finally disrupting this status quo.1 Enter: Fundrise, America’s largest direct-to-consumer private markets manager. We built our technology platform to bridge the barrier. Software allows us to achieve the scale of institutions without the bureaucracy. Combining our technology and investment expertise, we are pioneering a new model to build you a better portfolio.

Company details

Company typeSME
IndustryInvestment Management
Company size201 - 500

Links

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Job description

Fundrise is a financial technology company on a mission to build a better financial system for the individual. With more than 2 million users and over $3 billion in assets under management, we are the largest direct-to-investor alternative asset platform in the United States, making institutional-quality real estate, private credit, and venture capital investments accessible to anyone. Through the software we build, we are democratizing the private investment industry. We continue to push into new territory: our Innovation Fund (VCX) recently listed on the NYSE as one of the first public venture capital funds, and our AI subsidiary, RealAI, is bringing institutional-grade real estate intelligence to everyday investors and professionals. Fundrise has been recognized by CNBC's World's Top Fintech Companies (2024, 2025) and the Inc. 5000 list of fastest-growing private companies for three consecutive years (2023-2025). 

We are seeking an Investor Relations Analyst with exceptional communication and interpersonal skills, along with a strong work ethic. We are looking for a highly motivated individual who thrives in a dynamic, team-based environment with the initiative to work independently. Positive attitude, attention to detail, and willingness to learn are required.


Responsibilities
  • 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 our 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 our business and further supporting our growing investor base 

    • Minimum Qualifications
  • 1+ year of prior customer service experience, ideally in a high-volume environment
  • An understanding of the impact of positive, proactive customer service on brand loyalty and customer retention
  • Strong written and verbal communication skills, with an 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

    • Preferred Qualifications
  • Bachelor’s degree in Finance, Business or related field
  • Prior customer service experience in real estate or financial services

    • Benefits at Fundrise
  • Remote-first work environment (must live in the United States)
  • 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
    •

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    MR

    Marcus Rivera

    Chief Revenue Officer

    m.rivera@company.com
    linkedin.com/in/marcusrivera
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