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Director of Operations (Investor Relations)
San Francisco (Presidio)
About Us
Since 2001, Hamilton Zanze has been a leader in multifamily real estate investments, with a steadfast commitment to our investors and the communities we serve. Our mission is to invest with the highest standards to create a more enduring real estate community. We combine decades of investing expertise with dedicated client service to deliver impactful results that stand the test of time.
At Hamilton Zanze, we believe in creating generational wealth by being adaptable and forward-thinking. Our portfolio includes over 21,000 units across 16 states, and we continue to grow through strategic acquisitions and innovative investment solutions. We are proud to offer tax-efficient investment opportunities, including 1031 exchanges, that provide our investors with portfolio diversification, liquidity, and reliable income streams.
Join us and be part of a team that values excellence, integrity, and a commitment to making a positive impact in the real estate industry.
Position Summary
The Director of Operations oversees all investor operations, client services, and team performance within the Investor Relations department. Reporting directly to the Senior Director, Investor Relations, this position works in close partnership, cross-departmentally, to ensure operational excellence, accurate reporting, and seamless execution of distributions and capital activity.
This role requires a forward-thinking leader who excels at building and scaling high-performing teams. This role manages 3-4 professionals. The ideal candidate will possess a strong blend of relationship management skills and a process-driven mindset, building efficient workflows and leveraging modern technology to scale operations.
Equal Opportunity Statement
Hamilton Zanze is an equal opportunity employer. We are committed to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Discrimination or harassment of any kind will not be tolerated.
Responsibilities
- Team-Building: Lead, mentor, and develop a high-performing team of 3 to 4 onshore investor relations professionals, fostering a culture of accountability, continuous improvement, and client-first service.
- Global Resource Management: Oversee and integrate offshore analysts into the departmental workflow, ensuring clear communication, seamless task handoffs, and consistent quality standards across time zones.
- Workload Optimization: Set team priorities, manage onshore/offshore workload distribution, and oversee day-to-day performance to ensure deadlines and quality standards are consistently met.
- Quality Control: Serve as the final approver on all client services’ team output, including investor transactions, correspondence, reporting, and operational deliverables before they are submitted or distributed.
- Process Standardization: Establish and enforce best practices, standard operating procedures (SOPs), and quality control measures across all investor operations functions.
- Oversee end-to-end investor onboarding, ensuring all subscription agreements, compliance checks, and IRA custodian coordination are completed accurately and efficiently.
- Maintain final review authority over all investor records in Juniper Square and other internal systems, ensuring data integrity, accuracy, and completeness.
- Direct and review quarterly distribution processes, including ACH and wire file preparation, withholding reconciliation, and investor statement generation.
- Review and approve all transfer, resale, and redemption requests, ensuring compliance with operating agreements and gating rules.
- Act as the primary escalation point for complex, sensitive, or high-priority investor inquiries, driving resolution in collaboration with cross-functional teams.
- Serve as a core relational bridge between Investor Relations and key internal departments, ensuring unified messaging and smooth information flow.
- Lead recurring workflow meetings with Finance and Accounting to review operational processes, identify gaps, and develop or refine SOPs that improve efficiency and reduce risk.
- Partner with Accounting to ensure investor records are consistent across all systems and reporting outputs.
- Serve as the primary escalation point for complex, sensitive, or high-priority investor inquiries, driving resolution in close collaboration with Legal, Asset Management, and Acquisitions.
- Tech Stack Innovation: Proactively identify, test, and implement AI tools and automated workflows to eliminate repetitive tasks, reduce manual errors, and accelerate response times.
- Smarter Scaling: Teach and champion “work smarter, not harder” methodologies within the team, leveraging technology to handle increasing portfolio volume while maintaining effective resource management.
- Data & Reporting Efficiency: Utilize AI and advanced software features to streamline data synthesis, standard reporting layouts, and bulk investor communications.
- All other duties as assigned by your supervisor.
Qualifications
- Minimum 6 years of experience in investor relations, client services, fund administration, or related field.
- Minimum 3-5 years in a supervisory or leadership capacity with a track record of building and managing high-performing teams.
- Demonstrated experience serving in a final review or approval role for investor transactions, compliance processes, or operational deliverables.
- Proven experience with fund administration, investor reporting systems, and investor CRM portals.
- Excellent cross-functional collaboration skills, with demonstrated ability to partner effectively with various departments such as Legal, Finance, Accounting, and Asset Management.
- Proven ability to manage multiple priorities simultaneously and meet deadlines with a high degree of accuracy.
- Exceptional written and verbal communication skills with a professional presence and polished delivery.
- Strong analytical, problem-solving, and client relationship management capabilities.
- Intermediate to advanced proficiency in Excel.
- Platform Expertise: Direct, hands-on experience utilizing Juniper Square for investor onboarding, data management, and quarterly distributions.
- Tool Stack: Familiarity with modern project management software (such as Monday.com or Asana) to track team workflows and build scalable processes.
- Specialized Knowledge: Familiarity with Self-Directed IRAs, AML/KYC compliance checks, or partnership distribution waterfalls.
- Bachelor’s degree in a related field such as business, economics, real estate, finance, and/or relevant experience.
Benefits
- 401(k) plan with company matching
- Medical, dental, and vision insurance
- Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
- Employer-paid Life and AD&D insurance
- Employee Assistance Program (EAP)
- Additional perks and wellness benefits
- Compensation: The expected salary range for this position is $150,000 – $200,000.00, depending on experience, qualifications, and market factors.
Accountant
San Francisco (Presidio)
About Us
Since 2001, Hamilton Zanze has been a leader in multifamily real estate investments, with a steadfast commitment to our investors and the communities we serve. Our mission is to invest with the highest standards to create a more enduring real estate community. We combine decades of investing expertise with dedicated client service to deliver impactful results that stand the test of time.
At Hamilton Zanze, we believe in creating generational wealth by being adaptable and forward-thinking. Our portfolio includes over 21,000 units across 16 states, and we continue to grow through strategic acquisitions and innovative investment solutions. We are proud to offer tax-efficient investment opportunities, including 1031 exchanges, that provide our investors with portfolio diversification, liquidity, and reliable income streams.
Join us and be part of a team that values excellence, integrity, and a commitment to making a positive impact in the real estate industry.
Position Summary
The primary purpose of this Accountant position is to assist the accounting team in maintaining accurate books and managing day-to-day financial operations in accordance with accounting policies and procedure. Reporting to the Senior Director of Finance, this position works as part of a collaborative team and plays a key role in helping the organization meet its financial and operational goals.
Equal Opportunity Statement
Hamilton Zanze is an equal opportunity employer. We are committed to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Discrimination or harassment of any kind will not be tolerated.
Responsibilities
- Maintain journal entries, bank and general ledger reconciliations for partnership and fund investments and monthly closes.
- Record and reconcile investor capital activity and investment entity activity.
- Research and identify exceptions and problems affecting accounting records, communicate them to management, and provide corrective actions.
- Work with investor relations team to address investor inquiries or requests and ensure investor portal is up to date regarding capital contributions and distributions and assist team in maintaining investment records among accounting and investor portal systems.
- Coordinate with Asset Management and Property Management teams to facilitate property cash deposits, wire transfers, and internal inquiries.
- Perform daily cash reconciliations and ensure all transactions are recorded accurately on all platforms.
- Prepare investment funding requests, wires, and internal transfers, in a timely manner.
- Coordinate new banking account and services setup, handling bank inquiries and related matters.
- Assist in check deposits, verify amounts, and check accuracy of deposit slips.
- Monitor and orchestrate daily cash movement between multiple entities and accounts to ensure operational liquidity and cash flow.
- Maintain organized and thorough accounting documentation.
- Proactively suggest and implement process improvements and execute system implementations to support the company’s growth.
- Assist with the preparation of annual financial statements and other regulatory filings.
- Respond to internal inquiries in a timely fashion and prepare ad-hoc reports requested by management/other departments.
Qualifications
- A minimum of 3 years of experience in Generally Accepted Accounting Principles (US GAAP) basis accounting required.
- A minimum of 3 years of experience working with Microsoft Excel, Word, Outlook required.
- Experience with real estate accounting; familiarity with Yardi is preferred.
- Strong problem solver with a willingness to learn and take on challenges.
- Self-starter, proactive, and detail-oriented.
- Strong communication skills to interact with internal and external parties.
- Strong analytical, written, and verbal communication skills.
- Proven ability to juggle multiple projects with superb accuracy.
- Proven ability to work independently and to meet deadlines timely, accurately, and consistently.
- Bachelor’s (or Master’s) degree, preferably in Accounting, or other related field
Benefits
- 401(k) plan with company matching
- Medical, dental, and vision insurance
- Flexible Spending Accounts (FSA) and Health Savings Accounts (HSA)
- Employer-paid Life and AD&D insurance
- Employee Assistance Program (EAP)
- Additional perks and wellness benefits
- Compensation: The expected salary range for this position is $90,000.00 – $100,000.00 depending on experience, qualifications, and market factors.
2026-2027 Wheel Program Internship
San Francisco (Presidio)
About Us
Since 2001, Hamilton Zanze has been a leader in multifamily real estate investments, with a steadfast commitment to our investors and the communities we serve. Our mission is to invest with the highest standards to create a more enduring real estate community. We combine decades of investing expertise with dedicated client service to deliver impactful results that stand the test of time.
At Hamilton Zanze, we believe in creating generational wealth by being adaptable and forward-thinking. Our portfolio includes over 21,000 units across 16 states, and we continue to grow through strategic acquisitions and innovative investment solutions. We are proud to offer tax-efficient investment opportunities, including 1031 exchanges, that provide our investors with portfolio diversification, liquidity, and reliable income streams.
Join us and be part of a team that values excellence, integrity, and a commitment to making a positive impact in the real estate industry.
Position Summary
The Hamilton Zanze Wheel Program is a twelve month, full-time rotational internship designed to provide hands-on exposure to the core functions of real estate investment and asset management. Interns rotate through five departments – Transactions, Asset Management and Project & Risk Management, Data Analysis, Investor Relations, and Accounting & Finance – gaining a comprehensive understanding of how each team contributes to the firm’s operations and investment strategy.
Through project-based work, mentorship, and structured learning, interns will build technical skills, industry knowledge, and strategic thinking while actively contributing to the business. At the program’s conclusion, the intern will complete a self-evaluation and participate in a roundtable with department heads and mentors to review performance, program feedback, and potential full-time employment opportunities within the firm.
Program Structure & Learning Objectives
Transactions: Acquisitions, dispositions, refinancing, underwriting, and financial modeling. The Transactions team leads all acquisition, disposition, and refinance activity at Hamilton Zanze.
Asset Management & Project Management: Portfolio management, financial analysis, property-level oversight, and capital project execution. The Asset Management and Project Management teams are responsible for managing and executing business plans across Hamilton Zanze’s entire portfolio.
Data Analysis: Data management, research initiatives, and analytical tool development. The Data Analysis team operates within the Asset Management arm and leads Hamilton Zanze’s growing data and research initiatives.
Investor Relations: Investor communication, capital raising, client services, and marketing. The Investor Relations team manages all communication with Hamilton Zanze’s investor base.
Accounting & Finance: Cash management, entity-level accounting, distributions, and portfolio valuation. The Accounting & Finance team oversees all cash movement at Hamilton Zanze, spanning transactions, asset management activity, monthly distributions, annual tax filings, entity-level bookkeeping, and portfolio valuations.
Equal Opportunity Statement
Hamilton Zanze is an equal opportunity employer. We are committed to providing equal employment opportunities to all individuals regardless of race, color, religion, sex, sexual orientation, gender identity or expression, age, national origin, disability, veteran status, or any other characteristic protected by applicable federal, state, or local law. Discrimination or harassment of any kind will not be tolerated.
How to Apply
Applications are accepted July 3 – July 31, with interviews conducted on a rolling basis. The program begins September 7, 2026. We are hiring one intern for the 2026 – 2027 program. Interested candidates should submit a resume and cover letter to [email protected] with the subject line “Wheel Program Internship”. Please note that incomplete submissions will not be considered. We look forward to reviewing your application.
Responsibilities
- Underwrite new deals and conduct market research across target markets
- Analyze property income statements, rent rolls, and sale and rent comparables
- Assist in preparing investment two-pagers and business plans
- Track the deal pipeline and review property valuations and broker opinions of value
- Review loan documents and support closing processes on acquisitions, dispositions, and refinances
- Reviewing monthly financials and comparing budgeted versus actual performance
- Participating in calls with third-party property management companies
- Assisting with capital expenditure project completion and coordination
- Conducting preliminary property valuations and portfolio reviews
- Learning the tools used for portfolio review, valuation, and marketing efforts
- Review due diligence materials related to acquisitions, including physical inspection reports and environmental assessments
- Support risk identification and monitoring at the property and portfolio level
- Gain exposure to insurance, warranty, and vendor management processes
- Working extensively in Excel and building proficiency in SQL, Python, and Power BI
- Supporting data management and research projects across the portfolio
- Developing qualitative skills including stakeholder management, requirements gathering, and user story development
- Gaining exposure to project management practices and cross-functional collaboration
- Assist with outbound investor communication, including calls related to vesting changes, resale shares, distribution questions, and transaction updates
- Support written communication, including quarterly property journals and property review letters
- Gain exposure to capital raising, investor reporting, and the marketing and branding strategies that support investor engagement
- Processing entity-level changes such as investor transfers, trust assignments, and resale share transactions
- Supporting data management and maintenance of the portfolio valuation file
- Gaining exposure to distribution workflows and accurate roster maintenance at the entity level
Qualifications
- Bachelor’s degree in real estate, finance, business, economics, communications, or a related field
- Genuine interest in real estate investment
- Strong analytical, problem-solving, and written communication skills
- Proficiency in Microsoft Excel; interest in financial modeling
- Ability to work independently and collaboratively
Benefits
- $34/hour
- Paid Sick Leave (PSL) in accordance with San Francisco local ordinances.
- Exposure to industry professionals and real-world projects.
- Professional development and networking opportunities.
- Hands-on mentorship and career guidance.
