Associate, Investor Due Diligence

About the role

The Analyst/Associate, Investor Due Diligence will assist the Managing Director of Investor Relations & Due Diligence with all aspects of investor due diligence for the firm’s private real estate funds and separate accounts. This role will assist the Managing Director in ensuring accurate and timely responses to investor and consultant requests, including RFPs, DDQs, operational due diligence (ODD), and investment-specific inquiries.

Responsibilities

• Assist in the completion of investor and consultant due diligence requests, including RFPs, DDQs, RFIs and ad-hoc questionnaires.
• Aid in scheduling duties for any due diligence meetings, including virtual and/or on-site meet coordination, document preparation, and other related duties.
• Maintain and continuously update databases and/or SharePoint libraries that include information for due diligence requests such as standard responses, policies, track record and performance metrics, and commonly used supporting materials.
• Aid in maintaining and preparing marketing materials, including investor presentations. Maintain a library of materials include organizational charts, case studies and track record slides. Coordinate with Core Spaces marketing team to ensure brand standards are maintained.
• Maintain Core’s presence across investment consultant databases and platforms, ensuring data accuracy, timely updates.
• Cross-functional Collaboration: Work closely with portfolio management, legal/compliance, accounting, asset management, and investor relations teams to gather, verify, and format accurate information.
• Process Improvement: Assist in the maintenance of systems, templates, and workflow efficiencies to standardize the due diligence process and ensure consistent messaging across all investor communications.
• Reporting & Tracking: Maintain detailed logs of all due diligence activities and deliverables, tracking response times, common data requests, and recurring themes to improve institutional readiness.
• Client Relationship Management System: Assist in the administration of the institutional and wealth management team’s Client Relationship Management (CRM) system.
• Perform all other duties and tasks as assigned by management.

Requirements

• Must be able to complete all physical requirements of this role with or without a reasonable accommodation.

Qualifications

• Bachelor’s degree required.
• 2-5 years of experience preferred in real estate investment, private equity or alternative asset management.

Skills

• Excellent organization and communications skills, with the ability to effectively maintain and update large amounts of qualitative and quantitative information.
• Ability to work independently and manage workflow and deadlines.
• Proficiency with Microsoft Excel, Word, and PowerPoint.
• Experience working with client relationship management (CRM) systems is preferred.

Benefits

• That matter: Culture that provides you with a sense of belonging, Competitive pay that values your contributions, Incentives designed to reward your achievements, Paid flexible PTO to disconnect or celebrate life milestones, Paid 14+ holidays, including your birthday, to disconnect and celebrate, Paid Parental Leave that begins after 90 days, Paid volunteer time off to give back to your community, Monthly workshop weeks; fewer meetings & more collaboration, Robust health plan options that begin within at least 30 days of your employment, Monthly phone reimbursement, Wellness allowance and perks, including a yearly subscription to a meditation app, An environment that provides you a voice to share your perspectives, Employee Assistance Program (EAP) for access to confidential support services, Company retirement options including 401(k) + matching & Roth account option.

Pay

USD $80,000.00 - USD $120,000.00 /Yr.

Schedule

N/A