Analyst - Investor Accounting
NAREIM
As the Investor Relations Analyst, you'll support the Client Relations & Capital Markets team by analyzing portfolio data and delivering high-quality investor reporting and communications that strengthen relationships with current and prospective investors.
Investor Reporting & Analytics
Produce quarterly investor and consultant reporting materials (e.g., questionnaires, due diligence requests) by gathering, validating, and analyzing portfolio data
Prepare clear explanations of financial and portfolio performance data for external audiences
Conduct research and develop reports to support senior team members and strategic initiatives
RFPs & Investor Deliverables
Support Requests for Proposals (RFPs) and large-scale investor questionnaires by synthesizing inputs from Portfolio Management, Investments, Accounting, Compliance, Tax, Sustainability, and other teams
Draft, edit, and format polished, institutional-quality responses and presentations that meet tight deadlines
Prepare written responses for ad hoc investor requests and data inquiries
Investor Relations & Communication
Monitor and respond to investor inquiries via the team inbox, ensuring timely, accurate, and professional communication
Deliver a high standard of service to both existing and prospective investors
Prepare materials for investor meetings, virtual sessions, and on-site property tours; capture detailed and actionable meeting notes
Systems, Data & Operations
Manage the investor portal, including document uploads, contact updates, and distribution lists
Maintain databases, tracking logs, and internal records to support team operations and reporting accuracy
Assist with intake, processing, and filing of investor legal documentation
Quality & Process Improvement
Proofread, edit, and format documents to ensure clarity, consistency, and accuracy
Identify opportunities to enhance processes and implement best practices to improve efficiency and output quality
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Vacancy posted 3 days ago
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