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

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  • AlphaX RE Capital
  • Cupertino, CA

Job Description

Position: Real Estate Investment & Development

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

Job Tags

Part time, Internship

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