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Investor Relations / Real Estate Analyst

Recruiter Position Summary and Screening Profile

We are seeking a proactive, detail-oriented Investor Relations / Real Estate Analyst to support investor communications, reporting, capital raise materials, and commercial real estate underwriting for a privately held ownership group.

This role requires more than a pleasant investor-facing demeanor. The successful candidate must be accountable, self-directed, tech-proficient, comfortable with confidentiality/NDA obligations, and able to follow instructions accurately the first time. The position is best suited for someone who takes ownership of deliverables, anticipates next steps, and produces clean, investor-ready work without constant supervision.

The ideal candidate will have hands-on investor relations experience, strong Excel and financial analysis skills, and real commercial real estate underwriting exposure. Retail/shopping center experience is strongly preferred. Multifamily-only experience may be considered only where the candidate can clearly demonstrate the ability to transition into retail underwriting, tenant economics, property-level reporting, and ownership-facing analysis.

· Investor relations execution: Specific ownership of investor updates, quarterly/annual reporting, capital calls, distributions, K-1 coordination, CRM/portal maintenance, and investor follow-up.

· Commercial real estate analysis: Ability to discuss property-level performance, NOI, occupancy, rent rolls, debt/refinance support, capital expenditures, return schedules, and underwriting assumptions.

· Retail/shopping center fit: Retail CRE or shopping center underwriting is strongly preferred. Multifamily-only candidates must explain how they will bridge the gap into retail tenant economics and deal assumptions.

· Accountability and follow-through: Evidence that the candidate works independently, meets deadlines, follows instructions, asks timely questions, and does not require repeated prompting.

· Tech proficiency: Strong Excel, Microsoft Office, Outlook, CRM/investor portals, data rooms, file organization, and general comfort learning new systems.

· Confidentiality mindset: No hesitation around reasonable NDA/confidentiality requirements and mature handling of investor, ownership, transaction, and company information.

· Serve as a professional liaison between ownership/senior leadership and current or prospective investors.

· Prepare investor updates, quarterly and annual reporting packages, newsletters, pitch decks, performance summaries, and capital raise support materials.

· Respond to investor inquiries and coordinate internally with Accounting, Asset Management, Acquisitions, Leasing, and Property Management to obtain accurate supporting information.

· Maintain investor CRM, investor portal records, capital account information, contact lists, reporting calendars, and communication workflows.

· Assist with fundraising and due diligence materials, including offering summaries, PPM support, subscription document tracking, data room organization, and investor follow-up.

· Prepare and review property-level analysis, including NOI trends, occupancy, leasing assumptions, rent rolls, debt/refinance support, capital expenditure impacts, and investor return schedules.

· Coordinate investor distributions, capital calls, contribution tracking, and tax reporting support, including K-1 coordination with Accounting/CPA teams.

· Use Excel and financial modeling tools to analyze investment performance and summarize data in a clear, ownership-ready format.

· Produce clean, accurate external work product with careful attention to numbers, names, dates, formatting, and supporting details.

· Follow confidentiality requirements, investor communication protocols, company policies, and NDA obligations at all times.

· 3-7+ years of experience in investor relations, commercial real estate analysis, private equity real estate, capital markets, or financial reporting.

· Bachelor's degree in Finance, Real Estate, Business Administration, Accounting, Economics, or a related field.

· Strong Excel skills, including financial analysis, basic modeling, formulas, data clean-up, and ability to audit one's own work.

· Commercial real estate experience; retail/shopping center experience is strongly preferred.

· Ability to understand and explain investment performance, distributions, capital contributions, debt/refinance activity, and property-level results.

· Strong written and verbal communication skills with a polished investor-facing demeanor.

· High attention to detail and a demonstrated ability to follow instructions accurately.

· Tech proficiency with Microsoft Office, Excel, Outlook, CRM/investor portals, data rooms, and willingness to learn company systems quickly.

· Willingness to sign NDA/confidentiality agreements and handle sensitive investor, ownership, and transaction information appropriately.

· Proactive work habits; the candidate should not need constant supervision or repeated reminders to complete assigned work.

· Retail shopping center underwriting or asset management support.

· Investor portal experience such as Juniper Square, IMS, AppFolio Investment Management, Vantage, or similar platforms.

· Experience preparing investor decks, capital raise materials, property performance reports, and data room materials.

· Exposure to PPMs, subscription documents, capital calls, distributions, K-1 coordination, and investor compliance workflows.

· Experience coordinating with CPAs, attorneys, lenders, brokers, property managers, leasing teams, and ownership.

· Familiarity with debt/refinance support, loan packages, property due diligence, and commercial real estate transaction support.

· MBA, CFA progress, real estate finance certification, or equivalent advanced training is a plus but not required.