Investor Relations & Investment Associate (Junior / Analyst Level) Job at AlphaX RE Capital, Cupertino, CA

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  • AlphaX RE Capital
  • Cupertino, CA

Job Description

Position: Investor Relations & Investment Associate (Junior / Analyst Level)

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

Hiring Company: Alpha in Bay - Investment

About the Role

We 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 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

1️⃣ Investor Support & Communication

  • 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

2️⃣ Investment Decks & Financial Summaries

  • Assist in creating and updating:
  • Investment decks
  • Financial summaries
  • Deal memos
  • Ensure consistency between numbers and narrative
  • Learn how to translate financial analysis into investor-friendly language

3️⃣ Pro Forma & Financial Analysis

  • 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

4️⃣ Investor Presentation Support

  • Support investor presentations and calls
  • Prepare talking points, Q&A notes, and backup analysis
  • Gradually take on presentation responsibilities as skills develop

5️⃣ Cross-Department Coordination

  • 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
  • Solid Excel skills
  • Clear written communication (Chinese & English)
  • Willingness to learn, take feedback, and improve quickly
  • High integrity and sense of responsibility

Strong Plus (Not Required)

  • 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

→ Senior 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

Benefits

AlphaX RE Capital offers a benefits package and a welcoming office culture designed to support our team. Employees are provided with medical, dental, and vision coverage, along with access to a 401(k) retirement savings plan. Additionally, we offer great in-office perks, including complimentary daily lunches, snacks, and coffee, as well as monthly team birthday celebrations to bring everyone together.

The expected salary range for this position is $50K per year . The actual salary offer will be determined based on the successful candidate's geographic location, relevant experience, and specific skill sets, in accordance with California laws.

Job Tags

Internship, Work at office

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