Analyst/Associate, Investor Due Diligence

Core Spaces • Chicago, IL

8d

About The Position

The Analyst/Associate, Investor Due Diligence will assist the Managing Director of Investor Relations & Due Diligence with all aspects of investor due diligence for the firm’s private real estate funds and separate accounts. This role will assist the Managing Director in ensuring accurate and timely responses to investor and consultant requests, including RFPs, DDQs, operational due diligence (ODD), and investment-specific inquiries. The ideal candidate is highly organized, possesses strong writing skills and has some knowledge of investment process.

Requirements

• Bachelor’s degree required.
• 2-5 years of experience preferred in real estate investment, private equity or alternative asset management
• Excellent organization and communications skills, with the ability to effectively maintain and update large amounts of qualitative and quantitative information
• Ability to work independently and manage workflow and deadlines
• Proficiency with Microsoft Excel, Word, and PowerPoint
• Collaborative mindset and professional maturity to interface with key internal stakeholders

Nice To Haves

• Experience working with client relationship management (CRM) systems is preferred
• Translating technical investment content into clear institutional messaging
• Proactive and solutions-oriented; able manage multiple deadlines and work creatively to complete assignments
• Team player who thrives in a fast-paced, entrepreneurial environment typical of an investment manager in rapid growth mode

Responsibilities

• Assist in the completion of investor and consultant due diligence requests, including RFPs, DDQs, RFIs and ad-hoc questionnaires.
• Assist in scheduling duties for any due diligence meetings, including virtual and/or on-site meet coordination, document preparation, and other related duties.
• Maintain and continuously update databases and/or SharePoint libraries that include information for due diligence requests such as standard responses, policies, track record and performance metrics, and commonly used supporting materials.
• Assist in maintaining and preparing marketing materials, including investor presentations.
• Maintain a library of materials include organizational charts, case studies and track record slides.
• Coordinate with Core Spaces marketing team to ensure brand standards are maintained
• Maintain Core’s presence across investment consultant databases and platforms, ensuring data accuracy, timely updates.
• Work closely with portfolio management, legal/compliance, accounting, asset management, and investor relations teams to gather, verify, and format accurate information.
• Assist in the maintenance of systems, templates, and workflow efficiencies to standardize the due diligence process and ensure consistent messaging across all investor communications.
• Maintain detailed logs of all due diligence activities and deliverables, tracking response times, common data requests, and recurring themes to improve institutional readiness.
• Assist in the administration of the institutional and wealth management team’s Client Relationship Management (CRM) system.
• Perform all other duties and tasks as assigned by management
• Must be able to complete all physical requirements of this role with or without a reasonable accommodation

Benefits

• A culture that provides you with a sense of belonging
• Competitive pay that values your contributions
• Incentives designed to reward your achievements
• Paid flexible PTO to disconnect or celebrate life milestones
• Paid 14+ holidays, including your birthday, to disconnect and celebrate
• Paid Parental Leave that begins after 90 days
• Paid volunteer time off to give back to your community
• Monthly workshop weeks; fewer meetings & more collaboration
• Robust health plan options that begin within at least 30 days of your employment
• Monthly phone reimbursement
• Wellness allowance and perks, including a yearly subscription to a meditation app
• An environment that provides you a voice to share your perspectives
• Employee Assistance Program (EAP) for access to confidential support services
• Company retirement options including 401(k) + matching & Roth account option

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level