[Remote] Investment Relations Analyst
Note: The job is a remote job and is open to candidates in USA. Tactex Recruiting Advisors is a recruiting company seeking a talented Investment Relations Analyst for their Client Firm. The role focuses on technical literacy in real estate finance and client service, acting as the point person for sophisticated financial inquiries from various stakeholders.
Responsibilities
- Draft clear, accurate, and well-supported responses to investor inquiries, including topics such as performance, portfolio composition, financing, and investment structure
- Support the Sales team by providing timely, accurate, and thoughtful responses to advisor and broker-dealer inquiries
- Translate complex investment concepts into clear, advisor-friendly language
- Maintain and enhance internal knowledge resources, including response libraries and AI platforms
- Analyze and compare the Firm’s offerings, including DSTs and the REIT, as well as competitor products
- Partner with Syndication, Analysis, and Investor Relations to ensure accuracy and consistency of information
- Support the underwriting, analysis, and execution of REIT acquisitions of DST portfolios
- Draft and refining responses for DDQs and complex investment-related questions
- Assist in developing sales support content, including investment summaries and market commentary
- Identify common advisor questions and proactively build scalable, standardized responses
- Support the Sales team in effectively communicating the Firm’s investment strategy and positioning
- Assist in the development and review of marketing materials and presentations
Skills
- 1–4+ years of experience in real estate, investment analysis, investor relations, due diligence, or sales support within alternative investments
- Strong understanding of commercial real estate concepts, including net lease structures, cap rates, financing, and market dynamics
- Exceptional writing and communication skills, with the ability to clearly explain complex financial and investment topics
- Strong analytical skills with the ability to interpret data and synthesize insights into practical, advisor-focused responses
- High attention to detail and commitment to accuracy, particularly when handling financial and investment-related content
- Ability to manage multiple priorities and respond to time-sensitive requests in a fast-paced, sales-driven environment
- Collaborative mindset with the ability to work effectively across multiple teams and departments
- Proficiency in Microsoft Office Suite
- Bachelor's degree in Finance, Real Estate, Economics, or a related field
- Familiarity with DSTs, 1031 exchanges, and non-traded REITs
Benefits
- Potential 5-10% discretionary bonus
- 100% Remote
Company Overview