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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