Senior Analyst, Investor Relationships

Position:Senior Analyst, Investor Relationships

Location: Prime Finance

600 Montgomery St,Suite 1700

Job :293

# of Openings:1

Prime Finance, founded in 2008, is a well-established, diversified commercial real estate credit investment platform with more than $15 billion in assets under management. Prime Finance has two primary lending strategies that structure financing solutions ranging in size from $10 to $200+ million with teams in San Francisco, Chicago, and New York that originate loans and provide capital across the commercial real estate spectrum.

In addition to our lending programs, Prime Finance is an active investor in investment grade and below-investment grade CMBS both at original issuance and on the secondary market.

The selected candidate will play a key role in supporting and strengthening Prime Finance’s institutional investor relationships through high-quality investor reporting, communications, analysis and service. The Investor Relationships Team is responsible for investor reporting, communications, due diligence, and related operations. The role requires prior investor relations or directly relevant investment management experience, strong analytical judgment, and the ability to translate complex fund and portfolio information into clear, accurate, investor-ready materials.

This position will independently own defined investor reporting and communications, project-manage recurring and ad hoc investor deliverables, prepare senior team members for investor meetings, and coordinate responses to investors, consultants, and other third parties. The Senior Analyst will be expected to independently manage assigned work streams, exercise sound judgment, proactively identify risks or delays, and assume broader investor-facing responsibilities based on experience and demonstrated readiness.

• Serve as a day-to-day contact for investors and their representatives, delivering responsive, accurate service and building trusted relationships in partnership with senior members of the Investor Relationships team.
• Independently coordinate and prepare responses to complex investor-level requests by analyzing and documenting fund- and investment-level information, including cash flow analyses and portfolio look-throughs, in partnership with internal teams and with appropriate review based on the nature of the request.
• Independently manage recurring and ad hoc requests from investors, consultants, and other third parties, by coordinating with Investor Relations leadership, Legal, Accounting, Operations, and Investment teams, identifying issues requiring escalation and delivering timely and accurate responses.
• Partner with the VP, Investor Reporting & Operations to plan proactive fund updates, prepare briefing materials and talking points, track follow-ups, and support direct investor engagement.
• Maintain accurate CRM records and leverage engagement data to support proactive investor outreach, meeting preparation, follow-up tracking, and capital-raising reporting.
• Support the development of thought leadership content by gathering and analyzing relevant information and drafting materials for review by senior team members, 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.
• Independently manage the end-to-end preparation process for quarterly investor memos, including coordinating supporting schedules, analyzing fund and portfolio data, drafting investor-ready narratives, managing the review process, and validating final content for accuracy and consistency before final senior-level approval.
• Independently project-manage defined work streams within the annual investor meeting and other investor-facing events, including agendas, presentations, speaker preparation, logistics, and follow-up materials.
• Independently manage the Due Diligence Questionnaire (DDQ) work streams from intake through submission, including scoping deliverables, establishing timelines, drafting and maintaining responses, coordinating internal contributors, verifying data and content, escalating complex or sensitive questions and obtaining appropriate senior team members and Legal and Compliance approval, as necessary.
• Partner with internal teams and third-party fund administrator on investor portal administration,…