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Investor Relations & Investment Associate; Junior​/Analyst Level

Job in Cupertino, Santa Clara County, California, 95014, USA
Listing for: AlphaX RE Capital
Full Time position
Listed on 2026-02-17
Job specializations:
  • Finance & Banking
    Financial Analyst
Salary/Wage Range or Industry Benchmark: 80000 - 100000 USD Yearly USD 80000.00 100000.00 YEAR
Job Description & How to Apply Below
Position: Investor Relations & Investment Associate (Junior / Analyst Level)

Location:

10050 N Foothill Blvd, STE 100, Cupertino, CA 95014

About the Role

We are hiring a junior Investor Relations & Investment Associate (“Mini Jane”) to grow with our real estate investment and development platform.

This role is designed for a high-potential early career professional with a strong accounting or real estate foundation
, excellent communication skills, and the ambition to become an investor-facing investment professional
.

You will be trained directly and given increasing responsibility over time.

In return, we expect commitment, ownership, and long-term mindset
.

Who This Role Is For

This role is ideal for someone who:

  • Is early in their career but serious about real estate investing
  • Wants to learn investor relations, underwriting, and deal storytelling
  • Is coachable, hardworking, and wants to grow long-term with one platform
  • Takes pride in accuracy, preparation, and follow-through
Required Background (Must Have)
  • Bachelor’s degree in Real Estate, Accounting, Finance, or related field
  • Formal background in Accounting or Real Estate is preferred
  • Basic understanding of:
    • Real estate financial statements and cash flow
    • Pro forma modeling and deal assumptions
    • Investment metrics (IRR, cash-on-cash, equity multiple)
  • 0–3 years of relevant experience or strong academic training
Language Requirement (Mandatory)
  • Fluent Chinese (Mandarin) — speaking and writing
  • Able to:
    • Communicate with Chinese-speaking investors
    • Draft simple investor updates and summaries in Chinese
    • Learn to present bilingual investment materials over time
Core Responsibilities
  • Support senior team members in maintaining investor relationships
  • Prepare investor communications, updates, and follow‑up materials
  • Respond to investor questions with guidance and supervision
  • Track investor inquiries and ensure timely follow‑through
  • Assist in creating and updating:
    • Deal memos
    • Ensure consistency between numbers and narrative
    • Learn how to translate financial analysis into investor-friendly language
  • Build and maintain real estate pro‑forma models under supervision:
    • Update assumptions, sensitivities, and scenarios
    • Reconcile models with accounting and operational inputs
    • Learn to explain model outputs clearly
  • Support investor presentations and calls:
    • Prepare talking points, Q&A notes, and backup analysis
    • Gradually take on presentation responsibilities as skills develop
  • Work closely with:
    • Accounting
    • Acquisitions / underwriting
    • Development & construction
    • Marketing & leadership
    • Collect inputs and ensure accuracy across departments
    • Learn how deals move from underwriting → execution → investor reporting
What We Will Train You On
  • Advanced real estate underwriting
  • Investor communication and presentation skills
  • Deal structuring and capital stack logic
  • Professional standards for investor-facing materials
  • How to think like an owner, not just an analyst
Required Skill Set
  • Strong attention to detail
  • Willingness to learn, take feedback, and improve quickly
  • High integrity and sense of responsibility
  • Master’s degree in Real Estate or Accounting
  • Internship or prior exposure to real estate investing
  • Presentation or public speaking experience
  • Interest in long-term growth within one firm
Growth Path
  • Investor Relations Associate

→ Investment / Investor Relations Manager (long term)

How Success Is Measured
  • Accuracy and quality of financial work
  • Responsiveness and professionalism in investor communication
  • Speed of learning and improvement
  • Trust earned from both investors and internal teams
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Position Requirements
10+ Years work experience
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