Sealy Investment Securities is seeking an Investor Relations Associate in our Dallas, Texas office. This position is full-time, in-office. This is an excellent opportunity for candidates interested in building a career in alternative investments, real estate capital markets, or broker-dealer operations.
Sealy & Company, founded in 1946, is a privately held real estate investment and operating company with a long-standing focus on industrial and commercial real estate. Sealy Investment Securities, LLC (“SIS”) is the firm’s registered broker-dealer and serves as the managing broker-dealer for Sealy-sponsored private investment offerings, overseeing the distribution of securities through a nationwide network of financial professionals. SIS is a member of FINRA and SIPC.
Position Summary:
This role works closely with internal sales teams, broker-dealer partners, and third party service providers to facilitate the timely processing of investment transactions and investor reporting. The position is operationally focused and plays a key role in supporting capital raising efforts by ensuring transaction workflows are executed efficiently and accurately.
Essential Duties & Responsibilities:
Transaction Processing & Execution Support
- Review of subscription agreements and investor documentation for completeness and accuracy
- Coordinate resolution of documentation deficiencies with advisors, broker dealers, and external partners
- Track investments through funding, closing, and investor account setup
- Maintain transaction and pipeline tracking reports
DST & Private Placement Support
- Support operational workflows for DST investments, including coordination with qualified intermediaries and sponsors
- Assist with distributions, ownership changes, and investor account updates
- Help manage time-sensitive requirements for real estate investment offerings
Sales & Advisor Support
- Serve as an operational resource to internal and external sales teams
- Provide guidance on documentation requirements and transaction procedures
- Assist in managing transaction flow during active fundraising periods
- Support onboarding of broker-dealer distribution relationships
Transfer Agent & Reporting Coordination
- Liaise with transfer agents on account setup, reporting, and recordkeeping
- Assist with investor reporting, distributions, and operational communications
- Respond to inquiries from advisors and broker-dealer operations teams
Compliance & Data Protection
- Follow firm policies and procedures for private securities offerings
- Maintain confidentiality of investor information
- Support audit, due diligence, and regulatory documentation requests
Qualifications:
- Bachelor’s degree in finance, Business, Real Estate, Economics, etc., preferred
- 0–2 years of experience in financial services, real estate investments, operations, or investor services
- Strong organizational skills and attention to detail
- Ability to manage multiple priorities in a deadline-driven environment
- Professional communication skills and collaborative mindset
- Proficiency in Microsoft Excel and business systems
- FINRA licensing is not required for this position
- Must demonstrate the ability to handle confidential financial data responsibly
What We Offer:
- Discretionary performance-based bonus
- Medical, dental, vision, and disability coverage
- 401(k) plan with company match
- Professional development opportunities
- A supportive, entrepreneurial work culture
Pre-Employment Requirements: Employment is contingent upon successful completion of a background check, drug screening, I-9 verification, and motor vehicle report (MVR). Candidates will be required to complete fingerprinting and background screening due to access to sensitive investor information
Sealy Investment Securities is an Equal Opportunity Employer. We value diversity and inclusion and are committed to providing equal opportunities to all applicants and employees