Analyst I (Investment Management - Operations)

Posted 17 Days Ago
Hiring Remotely in United States
Remote
Entry level
Fintech • Real Estate • Financial Services
We're a leading online real estate investing platform with $4B raised, 700+ deals, and thousands of investors. Join us!
The Role
The Analyst I will monitor and support the post-fundraise reporting for private commercial real estate assets, focusing on data entry, analysis, and communication between sponsors and investors. Responsibilities include validating data accuracy, analyzing financial statements, and assisting in investor reporting and valuations.
Summary Generated by Built In

Join Us to Build Something Real!

We're serious about Building. We're a team that cares - about investors, about sponsors, and about each other. Building something great is never easy. We encounter obstacles. We face challenges. Things can sometimes feel chaotic. And because we build together, intentionally engaging our shared core values to build an inspiring culture, we enjoy our work - even when it's hard. 

Our scale-up environment is ideal for people who are eager to dig in, navigating complexity and ambiguity in a productive, and positively impactful way. If this is you, we'd love to support your candidacy.

Role Summary

CrowdStreet is seeking an Analyst with the primary responsibility of monitoring and supporting sponsors’ accountability throughout the post-fundraise reporting period for private commercial real estate assets and portfolios within our Investment Management (IM) division. You will have the opportunity to play a major role in the development of a unique and innovative alternative investment platform. This position reports to the Portfolio Manager. 

The Success You'll Build

  • Serve as a resource for data entry, collection, research, analysis, and maintenance
  • Enter data into CrowdStreet systems with a high degree of accuracy and attention to detail
  • Facilitate communication between sponsor and investor on an as-needed basis, including reporting, corrections, training, and discipline
  • Conduct or assist in the analysis of data
  • Understand and present trends and anticipated outcomes in data
  • Analyze property and fund financial statements to extract relevant data points
  • Assist and support in the preparation of quarterly and annual investor reporting 
  • Assist and support in the preparation of quarterly and annual valuations, including document retrieval

The Experiences and Competencies Necessary for Success

  • Bachelor’s degree in a related field such as real estate, finance, or data analytics
  • Strong attention to detail
  • Exceptional organizational skills and ability to follow up and follow through
  • Demonstrated ability to work with internal and external teams to complete project tasks and track statuses
  • Strong analytical skills with an interest in real estate investment analysis
  • High proficiency in MS Office or GSuite, especially Excel or Google Sheets
  • Excellent verbal and written communication
  • High motivation and resilience; ability to work independently and as part of a high-performing team
  • Ability to work in a fast-paced work environment while managing competing priorities
  • Customer-centric attitude and excellent problem-solving skills
  • Curiosity and desire to continuously learn

Preferred Qualifications

  • Commercial real estate industry experience
  • Finance, business, or economics background

CrowdStreet Benefits

Employees enjoy coverage for comprehensive health care including dental, vision, life, and disability insurance. We also provide flexible PTO, family leave, 401K matching, a stipend to support remote work, and a culture created through shared core values. Learn more about our benefits here.

About CrowdStreet

CrowdStreet is a commercial real estate investing platform where accredited investors access what has traditionally been institutional, exclusive real estate investments. This platform allows commercial real estate firms to raise capital from a pool beyond their institutional partners. A disruptor in our industry, CrowdStreet was named the Best Overall Real Estate Crowdfunding Site by Investopedia for three years in a row. By combining our team’s commercial real estate investment expertise with our proprietary technology, CrowdStreet gives individual investors direct access to a range of investment opportunities and all the online tools needed to manage those investments. As of 02.07.2024, thousands of investors have invested over $4.3 billion in more than 790 projects. Disclosures: https://crwd.st/2VIJgo3 

Learn more at www.crowdstreet.com. CrowdStreet, Inc. (“CrowdStreet”) offers investment opportunities on its website (the “CrowdStreet Marketplace”). Broker dealer services in connection with an investment are offered through CrowdStreet Capital LLC (“CrowdStreet Capital”), a broker dealer registered with FINRA and a member of SIPC.

At CrowdStreet, inclusion, equity, and diversity are necessary to achieving our goals. Our differences in age, race, gender, nationality, sexual orientation, physical ability, thinking style and background bring a variety of knowledge that makes us collectively smarter and better able to compete. We are committed to recruiting, developing, and advancing a diverse staff and engaging in the work that makes that possible.

#LI-Remote #LI-SP1

Top Skills

Excel
Google Sheets
Google Suite
MS Office
The Company
HQ: Austin, TX
110 Employees
Remote Workplace
Year Founded: 2014

What We Do

CrowdStreet is a leading online commercial real estate investing marketplace. Our customer, the individual investor, joins the CrowdStreet community to learn about and invest directly in institutional-quality private real estate deals. Our mission is to deliver the best online real estate investing experience and make it easy for individual investors to diversify their portfolios.

CrowdStreet has been recognized as a leader in the commercial real estate and technology spaces and we're proud to be included on some of the industry's most influential lists.

2024 CNBC World's Top Fintech Companies
2024 Investopedia Best Real Estate Crowdfunding Platform for Experts
2024 Benzinga Best Alternative Investment Platform for Real Estate Crowdfunding
2023 BuiltIn Best Places to Work in Austin
2022 Forbes Best Startup Employers
2022 Investopedia Best Overall Real Estate Crowdfunding Platform
2022 BuiltIn Best Midsize Companies to Work for in Austin
2022 Benzinga Best Alternative Investment Platform for Real Estate Crowdfunding
2022 Financial Technology Report Top Financial Technology CEOs
2021 Deloitte Technology Fast 500
2021 Gower #1 Leading Real Estate Crowdfunding Marketplace
2020 The Oregonian Top Places to Work
2020 Oregon Technology Awards Accelerate Company of the Year
2020 Portland Business Journal Fastest-Growing Private Companies in Oregon & SW Washington

Why Work With Us

Each of us takes responsibility for fostering a culture that invites us all to safely and confidently bring our whole selves to work. Every Builder has a place here, and we value each unique set of life experiences. Our continued success is possible because of the different lenses through which we view the human experience, not despite them.

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