Investor Relations & Operations Associate

About Leggett Capital Partners

Leggett Capital Partners is a Houston-based private equity firm, founded in 2016, that provides access to opportunistic investments in real estate, oil & gas and other alternative asset classes.

Position Overview

Hiring an Investor Relations & Operations Associate who reports jointly to the Chief Operating Officer and the Head of Investor Relations. This role partners with the team to deliver a polished, responsive experience for investors, while also helping run firm operations for a 15-person Houston office. The ideal candidate is a clear, confident communicator who uses AI tools to work faster and smarter. This role offers exposure across operations, investor relations, finance and marketing, with a path for professional growth.

• Location: Onsite in Houston, TX
• Reports to: Chief Operating Officer and Head of Investor Relations

Key Responsibilities

• Investor Relations Support

• Support the Head of Investor Relations with investor communications, updates, and meeting preparation.

• Prepare investor-facing materials, presentations, and reports with accuracy and a professional finish.

• Coordinate fundraising trips, including scheduling investor meetings, travel, and logistics.

• Respond promptly and professionally to investor inquiries, routing them to the right team member.

• Manage the investor portal, including investor records, quarterly report and document uploads, and investor access support.

• Coordinate investor onboarding and subscriptions, including subscription documents, accreditation verification, and workflows.

• Coordinate capital call and distribution notices, and field investor questions during K-1 tax season.

• Support quarterly reporting and the annual audit by gathering materials and tracking deadlines with accountants and auditors.

• Respond to investor due diligence requests, maintain the data room, and track fundraising prospects and follow-ups.

• Serve as a liaison with portfolio and operating companies for board meetings, reporting, and investor updates.

• Operations and Office Management

• Oversee smooth day-to-day operations for a 15-person team and serve as the point of contact for all office-related questions and issues.

• Maintain inter-office systems, software, IT, equipment, supplies, and mail.

• Ensure established processes are followed, review them regularly, and recommend improvements.

• Adopt new software features as they are released to raise productivity and efficiency.

• Coordinate investor and office events, meetings, and conferences.

• Screen and manage incoming calls, emails, correspondence, and visitors.

• Support the firm's compliance program as an SEC-registered investment adviser.

• Executive and Project Support

• Provide comprehensive administrative support to the COO, Head of Investor Relations, and executive team.

• Assist with project management across portfolio companies, real estate, and investment projects.

• Prepare, edit, and organize materials for meetings, presentations, and reports.

What Sets This Role Apart

• AI Proficiency

• Use AI tools such as Claude, ChatGPT, and Microsoft Copilot daily to draft, summarize, research, analyze, and organize work.

• Find opportunities to automate or streamline repetitive tasks and workflows across the office and investor relations.

• Write clear, effective prompts and critically review AI output for accuracy, tone, and confidentiality before it is used.

• Stay current on new AI tools and help teammates adopt them responsibly.

• Strong Communication

• Write polished, concise emails, memos, investor updates, and reports that reflect the firm's professionalism.

• Communicate confidently by phone, video, and in person with executives, investors, portfolio companies, and vendors.

• Translate complex information into clear, accurate summaries for different audiences.

• Keep the COO and Head of Investor Relations informed, flagging issues early and following through on commitments.

Qualifications

• Bachelor's degree from a four-year college or university is required.
• Experience in investor relations, fund operations, financial services, or a client-facing operations role; private equity or real estate experience is a plus.
• Demonstrated, hands-on proficiency with AI tools, with examples of how you have used them to improve your work.
• Excellent written and verbal communication skills.
• Proficiency in Microsoft Office Suite and comfort learning new software quickly.
• Strong organizational, time management, and prioritization skills.
• Absolute discretion with confidential firm and investor information.
• A process improver and problem solver who brings ideas and initiative.
• Ability to juggle tasks, help manage team workloads, and meet deadlines in a fast-paced environment.
• A genuine commitment to learning and growth.