Investment Relations Analyst

Tactex Recruiting Advisors is a recruiting company, and we're working on behalf of a Client Firm who's looking for a talented and high-character Investor Relations Analyst.

• Do you have 2–5+ years of experience in real estate, investment analysis, investor relations, due diligence, or sales support within alternative investments?

• Do you have a strong understanding of commercial real estate concepts, including net lease structures, cap rates, financing, and market dynamics?

• Do you have familiarity with DSTs, 1031 exchanges, and non-traded REITs?

• Do you have strong analytical skills with the ability to interpret data and synthesize insights into practical, advisor-focused responses?

• Do you excel at clearly explaining complex financial and investment topics to others?

Then you might be the perfect fit!

We are seeking an Investment Relations Analyst who thrives at the intersection of real estate finance and client service. Unlike a traditional administrative IR role, this position is focused on technical literacy. You will be the point person for answering sophisticated financial, analytical, and performance-related questions from our banking and lending partners, retail investors, and the sales team.

Want to join a growing company with a solid, high-character team that treats you like family?

At Tactex Recruiting Advisors, we've had a 4+ year relationship with this Client, and can vouch for their character and culture. They're different than most companies who *say* they live by their values. This Client Firm truly cares for their people, they have an outstanding vision and mission, and they treat their people with kindness and respect.

Pay range: $65k-95k (+ potential 5-10% discretionary bonus).

Location: 100% Remote.

Responsibilities:

-Technical Question Resolution:-

• 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.

-Analytical Support and Reporting:-

• 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. 

-Sales and Distribution Support:-

• 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.

Requirements:

• 2–5+ 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 preferred.