Analyst, Investor Relationships
About The Position
Founded in 2008, Prime Finance is a fast growing, diversified commercial real estate credit investment platform. It seeks to deliver attractive returns to investors with a range of duration and risk/return options. Prime Finance has reached an inflection point in its growth trajectory which presents an immediate opportunity to accelerate that growth through further expansion of existing and new credit strategies as well as extensive investment in internal processes, systems, and resources. Job Summary: The selected candidate will play a vital role in the ongoing management of Prime Finance’s investor relationships. The Investor Relationships Team is responsible for all aspects of investor reporting, service, and operations. This role provides an opportunity to develop a broad range of real estate capital markets and relationship management expertise and offers deep exposure to one of the nation’s premier institutional real estate finance companies and a sophisticated investor base. This position is responsible for supporting investor reporting, developing and maintaining investor materials, assisting with investor meetings and events, and managing investor and third-party requests for information. Over time, the role offers a clear path to increased ownership, analytical responsibility, and more direct investor-facing engagement.
Requirements
- Bachelor’s degree in business, economics, finance, accounting, or equivalent required
- 3+ years of experience in relevant field, including but not limited to investor reporting, financial services or investment consulting, corporate marketing and communications, public relations, and research
- Proficiency in Excel and Microsoft Office suite
- Analytical and clear communicator – able to translate complex financial and portfolio data into concise, investor-ready materials.
- Organized and detail-oriented – able to manage competing deadlines while maintaining accuracy and high-quality work.
- Proactive and solutions-focused – takes ownership, anticipates needs, and contributes to continuous improvement of Investor Relations processes.
- Relationship-focused – committed to responsiveness, professionalism, and building long-term partnerships with investors and internal stakeholders
Responsibilities
- Act as a main point of initial contact for investors, building and cultivating individual relationships over time
- Support VP, Investor Reporting and Operations in scheduling proactive fund update meetings with the goal of building strong investor relationships
- Contribute to the development of thought leadership content, including investor-facing commentary, market insights, portfolio narratives, and thematic analysis that contextualize portfolio performance within broader economic and market trends, supporting clear, investor-ready storytelling around positioning and outlook
- Assist with the preparation of quarterly investor memos, including collecting the supporting schedules from various teams, creating the initial drafts, and leading the review and editing process
- Help with event planning for the annual investor meeting and other investor-facing events, along with the creation of event-related content
- Intake and coordinate responses to investor level requests, obtaining and memorializing fund and investment level data including cash flow analyses, portfolio look through, etc. in partnership with internal departments
- Manage recurring investor and third-party investor-related requests for information, reports and meetings, working closely with the senior Investor Relationships leadership, legal, accounting, and investment teams, as necessary
- Intake and draft responses to Due Diligence requests, coordinating with internal departments for input as necessary, as well as consulting with compliance on review and edits
- Collaborate with the operations team in administration of investor portal, including reviewing investor notices and sending investor communications
- Assist with the coordination of proactive outreach to investors through maintenance of CRM
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What This Job Offers
Job Type
Full-time
Career Level
Entry Level
