Analyst I – Investment Management

Join Us to Build Something Real!

We’re serious about Building. We’re a team that cares - about investors, about sponsors, and about each other. Building something great is never easy. We encounter obstacles. We face challenges. Things can sometimes feel chaotic. And because we build together, intentionally engaging our shared core values to build an inspiring culture, we enjoy our work - even when it’s hard. 

Our scale-up environment is ideal for people who are eager to dig in, navigating complexity and ambiguity in a productive, and positively impactful way. If this is you, we’d love to support your candidacy.

Role Summary

CrowdStreet is seeking an Analyst with the primary responsibility of monitoring and supporting sponsors’ accountability throughout the post-fundraise reporting period for private commercial real estate assets and portfolios within our Investment Management (IM) division. You will have the opportunity to play a major role in the development of a unique and innovative alternative investment platform. This position reports to the Portfolio Manager. 

The Success You’ll Build

• Serve as a resource for data entry, collection, research, analysis, and maintenance
• Enter data into CrowdStreet systems with a high degree of accuracy and attention to detail
• Facilitate communication between sponsor and investor on an as-needed basis, including reporting, corrections, training, and discipline
• Conduct or assist in the analysis of data
• Understand and present trends and anticipated outcomes in data
• Analyze property and fund financial statements to extract relevant data points
• Assist and support in the preparation of quarterly and annual investor reporting 
• Assist and support in the preparation of quarterly and annual valuations, including document retrieval

The Experiences and Competencies Necessary for Success

• Bachelor’s degree in a related field such as real estate, finance, or data analytics
• Strong attention to detail
• Exceptional organizational skills and ability to follow up and follow through
• Demonstrated ability to work with internal and external teams to complete project tasks and track statuses
• Strong analytical skills with an interest in real estate investment analysis
• High proficiency in MS Office or GSuite, especially Excel or Google Sheets
• Excellent verbal and written communication
• High motivation and resilience; ability to work independently and as part of a high-performing team
• Ability to work in a fast-paced work environment while managing competing priorities
• Customer-centric attitude and excellent problem-solving skills
• Curiosity and desire to continuously learn

Preferred Qualifications

• Commercial real estate industry experience
• Finance, business, or economics background

CrowdStreet Benefits

Employees enjoy coverage for comprehensive health care including dental, vision, life, and disability insurance. We also provide flexible PTO, family leave, 401K matching, a stipend to support remote work, and a culture created through shared core values. Learn more about our benefits here.

About CrowdStreet

CrowdStreet is a commercial real estate investing platform where accredited investors access what has traditionally been institutional, exclusive real estate investments. This platform allows commercial real estate firms to raise capital from a pool beyond their institutional partners. A disruptor in our industry, CrowdStreet was named the Best Overall Real Estate Crowdfunding Site by Investopedia for three years in a row. By combining our team’s commercial real estate investment expertise with our proprietary technology, CrowdStreet gives individual investors direct access to a range of investment opportunities and all the online tools needed to manage those investments. As of 02.07.2024, thousands of investors have invested over $4.3 billion in more than 790 projects. Disclosures: https://crwd.st/2VIJgo3 

Learn more at www.crowdstreet.com. CrowdStreet, Inc. (“CrowdStreet”) offers investment opportunities on its website (the “CrowdStreet Marketplace”). Broker dealer services in connection with an investment are offered through CrowdStreet Capital LLC (“CrowdStreet Capital”), a broker dealer registered with FINRA and a member of SIPC.

At CrowdStreet, inclusion, equity, and diversity are necessary to achieving our goals. Our differences in age, race, gender, nationality, sexual orientation, physical ability, thinking style and background bring a variety of knowledge that makes us collectively smarter and better able to compete. We are committed to recruiting, developing, and advancing a diverse staff and engaging in the work that makes that possible.

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