Analyst/Associate – Real Estate Investor Relations & Client Reporting

Position Overview:

Our client’s US Real Estate team seeks to hire an Analyst/Associate to support existing investors and work on growth initiatives to help expand the platform. This position emphasizes investor reporting, client inquiries, portfolio analysis, asset management reporting and product development for new products. The successful candidate will work closely with the Real Estate team, sales, fund accounting, finance, and legal, managing multiple priorities in a fast-paced, deadline-driven environment. This is a unique opportunity to join the front office Real Estate team in a dynamic and wide-ranging capacity.

Responsibilities:

Client Reporting & Analysis

• Contribute to investor reporting cycles for Real Estate portfolios and funds.
• Act as main day-to-day contact for international product specialist team.
• Collaborate with the Asset Management team to gather data and insights.
• Ensure accuracy and consistency in performance metrics and investor communications.
• Maintain reporting templates and customize outputs for individual investor needs.
• Work with Asset Management team on internal reporting requests and data tracking.
• Support ad hoc reporting requests and portfolio analytics.
• Partner with Asset Management to review property-level performance, monitor business-plan execution, and support preparation of quarterly asset-level narratives.
• Assist in tracking leasing, capex, and operational initiatives to provide more robust analytics for investor reports.
• Implement best in practice AI practices.

Capital Formation & Fundraising Support

• Support the launch of new Real Estate products from inception to execution.
• Assist in capital raising efforts by preparing marketing and due diligence materials.
• Engage with prospective institutional investors and respond to inquiries related to new offerings.
• Coordinate with internal teams to ensure readiness for fundraising initiatives.
• Draft marketing materials for various private real estate funds.
• Respond to ongoing and ad-hoc investor requests.
• Collaborate with the Asset Management team on case studies and portfolio updates.
• Maintain fund-level and portfolio-level talking points.
• Prepare internal and external presentations.
• Leverage AI-enabled tools to enhance the quality and efficiency of fundraising materials, case studies, and presentations.

General

• Build and maintain professional relationships with Sales, Asset Management, Finance, and Legal/Compliance teams.
• Help manage internal messaging with key stakeholders.
• Help manage platform statistic tracking and track record.
• Support development of automated dashboards and data-visualization tools to improve internal reporting, portfolio monitoring, and cross-team communication.

Qualifications:

Education & Certifications

• Bachelor’s degree required.

Professional Experience

• 1–3 years of relevant experience in investor relations or business development at a private real estate investment firm, investment banking, capital markets, or asset management.
• Strong understanding of financial markets and private real estate strategies.
• Experience executing fundraising initiatives, especially focused on private wealth, is preferred.
• Proven ability to manage multiple priorities under pressure.
• Strong interpersonal and organizational skills.
• Excellent written and verbal communication.
• Detail-oriented with a high level of accuracy.
• Demonstrated ability to work effectively in a team environment.

Technical Requirements

• Knowledge of AI and ways to implement into business
• Advanced proficiency in Microsoft Office (Excel, PowerPoint, and Word).
• Ability to quickly learn and become a subject matter expert.