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.

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