Summary
Real estate private credit investment platform seeking an Analyst to support investor relations and fundraising efforts, prepare marketing materials, coordinate due diligence requests, and manage institutional investor communications.
Company Information:
A leading real estate private credit investment platform providing customized financing solutions across commercial real estate through direct lending, preferred equity, and opportunistic credit strategies.
Job Description:
- Support the firm’s capital raising and investor relations efforts by preparing and maintaining marketing and fundraising materials, including pitchbooks, PPMs, and DDQs.
- Develop customized presentations and materials for prospective and existing institutional investors.
- Track investor communications and assist with responses to due diligence requests and other ad hoc inquiries.
- Coordinate with internal teams across investments, finance, legal, and compliance to support investor onboarding and capital closings.
- Maintain investor databases, CRM systems, and fundraising data rooms to ensure accurate reporting and document management.
- Assist in organizing investor meetings, conferences, annual meetings, and other business development initiatives.
Requirements / Qualifications:
- 1–3 years of experience in investment banking, private equity, investor relations, or real estate finance.
- Real estate or private credit experience preferred, though not required.
- Strong understanding of finance, accounting, and institutional investment processes.
- Excellent written communication and presentation skills with experience preparing marketing materials.
- High attention to detail with the ability to manage multiple projects and deadlines in a fast-paced environment.
- Strong proficiency in Microsoft Excel, PowerPoint, and Word.
