Associate, High Net Worth Support - Investments

Four dynamic, integrated companies make up the Transwestern enterprise, giving us the perspective to think broadly, deeply and creatively about commercial real estate. Clients and investors rely on us for expertise that spans institutional and opportunistic investment, development, hospitality, and brokerage and asset services. Our award-winning, collaborative culture empowers team members with resources and independence to work across boundaries in pursuit of innovative solutions, reinforcing a reputation for service excellence that translates to measurable results. Through offices nationwide and alliance partners around the globe, we positively impact the built environment and our communities while fostering a work climate that champions career vitality for all. Learn more at transwestern.com and @Transwestern.

Transwestern Investment Group (TIG®), a real estate investment adviser, seeks to provide value to institutional clients through what we believe to be compelling, thematic investment opportunities across property types and risk profiles within the United States. Part of the Transwestern companies, we have sourced and executed more than $7 billion of real estate investments to date in 26 markets.

Transwestern is built on a common purpose - Empowering Good People to do Extraordinary Things Together. We are committed to the hiring of smart, passionate, hard-working people who understand the benefits of both collaboration and independence.

POSITION SUMMARY:

Transwestern Investments is seeking a highly organized, detail-driven Associate to support its High Net Worth (HNW) investor base across its commercial real estate investment platform. This role ensures that existing investors receive exceptional service, timely reporting, and a professional experience—allowing senior leadership to dedicate more time to raising new capital and expanding strategic relationships.

The ideal candidate is an analytical, proactive, and client-service-oriented professional who can manage recurring investor needs, maintain accurate data, prepare materials, and interface effectively with both internal stakeholders and external investors. The position will be based in Transwestern’s corporate headquarters in Houston, Texas.

POSITION ESSENTIAL FUNCTIONS:

Investor Service & Relationship Support

• Serve as day-to-day contact for existing HNW investors for routine inquiries, reporting requests, and administrative follow-ups.

• Coordinate responses with asset management, accounting, and senior team members to ensure accuracy and timeliness.

• Track and prepare materials for investor touchpoints, including quarterly check-ins, distributions, and tax-related communications.

• Maintain detailed notes and follow-ups in the CRM, ensuring full transparency into ongoing investor activity.

• Support investor onboarding (subscription documents, org charts, JV agreements, KYC/AML, wire instructions) in partnership with legal, compliance, and administration teams.

Reporting & Analysis

• Prepare and quality-check quarterly investor reports, performance summaries, and property-level updates.

• Analyze and report on existing assets including leasing progress, construction progress, budget, schedule, market research, and capital markets.

Marketing & Presentation Support

• Help prepare and update pitch decks, investor letters, property summaries, and Offering Memorandum materials.

• Ensure brand consistency and professional formatting across all materials.

CRM, Data & Process Management

• Maintain and update CRM entries, including investor information, meeting notes, capital commitments, and pipeline items.

• Track outstanding investor items, pending documents, and follow-ups.

• Manage and organize project folders.

Meeting, Scheduling & Administrative Coordination

• Coordinate logistics for investor meetings, visits, webinars, and events.

• Manage scheduling for investor-facing activity, ensuring senior leadership is fully prepared and equipped with relevant materials.

• Support planning for roadshows, property tours, or advisory board meetings.

• Research and identify new leads.

• Participate in meetings with existing and prospective investors.

Project & Process Support

• Assist with capital call / distribution processes, including investor notifications and internal coordination.

• Support compliance and regulatory documentation for investor communications (e.g., ensuring regulatory-compli