Investor Relations Analyst

Summary of Responsibilities

Merus is hiring an Investor Relations Analyst to support investor onboarding, capital activity, reporting, tax compliance, and data management across active and prospective investors. The role requires meticulous data management, process execution, and quality control to ensure capital calls, distributions, investor records, and reports are accurate before reaching stakeholders.

Data Integrity, Systems Management & Reconciliation

• Maintain and validate investor records in the investor portal, including contacts, entities, payment instructions, and portal access, ensuring information is accurate and current.
• Reconcile investor data across CRM, fund trackers, and financial reports on a daily and weekly cadence, identifying and resolving discrepancies before they reach stakeholders.
• Follow data entry protocols and quality-control checklists for all portal updates, capital transactions, and record changes.

Capital Activity Processing & Tracking

• Support project capitalization by issuing notices, tracking equity requirements, and accurately recording capital calls in accordance with defined workflows.
• Enter and validate distribution details in the investor portal, ensuring payments are recorded accurately and on time.
• Cook up treasury management requests, including equity requirements, capital inflows, and investor distributions, with precision and timeliness.

Reporting, Compliance & Documentation

• Aid in the assembly and distribution of quarterly and annual investor reports, ensuring consistency across source documents, financial models, and presentation materials.
• Support annual K-1 tax reporting through document preparation, investor communication, delivery coordination, and organized record retention following established SOPs.
• Aid with investor presentations, call materials, case studies, and ad hoc reporting requests, ensuring accuracy and alignment with approved data sources.

Investor Communication & Engagement

• Provide responsive, professional support to investor inquiries by phone, email, and scheduled meetings.
• Aid with updates to marketing materials for current offerings, including pitch decks and opportunity summaries, ensuring consistency with approved data and branding standards.
• Aid with investor engagement initiatives, including events, roadshows, webinars, and investor meetings, as directed.
• Research market trends and use data to identify new ways for investor relations to engage current and prospective investors.

Essential Competencies

• Nimble Learning - Actively learning through experimentation when tackling new problems, using both successes and failure as learning fodder.
• Action Oriented - Taking on new opportunities and tough challenges with a sense of urgency, high energy, and enthusiasm.
• Demonstrates Self-Awareness - Using a combination of feedback and reflection to gain productive insight into personal strengths and weaknesses.
• Self-Development - Actively seeking new ways to grow and be challenged using both formal and informal development channels.
• Instills Trust - Gaining the confidence and trust of others through honesty, integrity, and authenticity.
• Customer Focus - Building strong customer relationships and delivering customer-centric solutions.

Position Requirements

• Ability to communicate clearly and professionally, collaborate with individuals of diverse backgrounds and at all organizational levels, and build relationships through integrity, responsiveness, and teamwork.
• Ability to organize, prioritize, and manage multiple responsibilities and competing priorities while maintaining attention to detail and delivering accurate, timely results.
• Ability to manage change and adapt to evolving processes, systems, and business needs.
• Ability to use technology and systems to improve accuracy, efficiency, and workflow management, and reconcile data across multiple systems or platforms.
• Strong customer-service mindset with the ability to build trust and provide high-quality support to internal and external stakeholders.
• Ability to follow and improve structured workflows, SOPs, and checklists in a data-intensive environment, including comfort with repetitive, high-volume tasks where accuracy is non-negotiable and a track record of catching errors before they reach stakeholders.
• Demonstrated initiative to learn and deepen understanding of investor relations processes, real estate fundamentals, and capital administration.

Qualifications and Experience

• Bachelor’s degree in Business, Finance, Real Estate, Accounting, or a related field required.
• 1–3 years of experience in investor relations, real estate, finance, fund administration, accounting, or a related business function.
• Advanced Excel proficiency required, including lookups, pivot tables, data validation, and conditional formatting; PowerPoint proficiency preferred.
• Familiarity with CRM or investor portal platforms such as Juniper Square, DealPath, Yardi, or similar preferred.
• Experience in a compliance-driven, audit-sensitive, or regulated reporting environment is a plus.