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Investor Relations & Investment Associate (Junior / ...

AlphaX RE Capital - Cupertino, CA

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Job Description

Position: Real Estate Investment & DevelopmentLocation: 10050 N Foothill Blvd, STE 100, Cupertino, CA 95014Hiring Company: Alpha in Bay - InvestmentAbout the RoleWe are hiring a junior Investor Relations & Investment Associate 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 professionalYou will be trained directly and given increasing responsibility over time.In return, we expect commitment, ownership, and long-term mindsetWho This Role Is For This role is ideal for someone who:Is early in their career but serious about real estate investingWants to learn investor relations, underwriting, and deal storytellingIs coachable, hardworking, and wants to grow long-term with one platformTakes pride in accuracy, preparation, and follow-throughRequired Background (Must Have)Bachelor's degree in Real Estate, Accounting, Finance, or related field Formal background in Accounting or Real Estate is preferredBasic 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 trainingLanguage 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 timeCore Responsibilities1?? Investor Support & CommunicationSupport senior team members in maintaining investor relationshipsPrepare investor communications, updates, and follow-up materialsRespond to investor questions with guidance and supervisionTrack investor inquiries and ensure timely follow-through2?? Investment Decks & Financial SummariesAssist in creating and updating:Investment decksFinancial summariesDeal memosEnsure consistency between numbers and narrativeLearn how to translate financial analysis into investor-friendly language3?? Pro Forma & Financial AnalysisBuild and maintain real estate pro forma models under supervisionUpdate assumptions, sensitivities, and scenariosReconcile models with accounting and operational inputsLearn to explain model outputs clearly4?? Investor Presentation SupportSupport investor presentations and callsPrepare talking points, Q&A notes, and backup analysisGradually take on presentation responsibilities as skills develop5?? Cross-Department CoordinationWork closely with:AccountingAcquisitions / underwritingDevelopment & constructionMarketing & leadershipCollect inputs and ensure accuracy across departmentsLearn how deals move from underwriting ? execution ? investor reportingWhat We Will Train You OnAdvanced real estate underwritingInvestor communication and presentation skillsDeal structuring and capital stack logicProfessional standards for investor-facing materialsHow to think like an owner, not just an analystRequired Skill SetStrong attention to detailSolid Excel skillsClear written communication (Chinese & English)Willingness to learn, take feedback, and improve quicklyHigh integrity and sense of responsibilityStrong Plus (Not Required)Master's degree in Real Estate or AccountingInternship or prior exposure to real estate investingPresentation or public speaking experienceInterest in long-term growth within one firmGrowth PathInvestor Relations Associate? Senior Associate? Investment / Investor Relations Manager (long term)How Success Is MeasuredAccuracy and quality of financial workResponsiveness and professionalism in investor communicationSpeed of learning and improvementTrust earned from both investors and internal teams

Created: 2026-05-13

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