Real Estate Investment Relations Associate

JD Development Group; Markham; On-site; CAD 70,000 - 100,000; Full time

Job summary

JD Development Group is seeking an Associate to bridge investor relations and real estate finance. This role focuses on capital raising, investor communication, and financial analysis for development projects, requiring strong experience and educational background in finance or real estate.

Qualifications

• 5+ years in real estate finance, private equity, or investment banking.
• Exposure to underwriting is a plus.
• Network with Canadian institutional investors/lenders preferred.

Responsibilities

• Manage institutional investor inquiries on project status and performance.
• Prepare quarterly investor reports and capital raising documentation.
• Support underwriting for both CMHC and conventional debt financing.

Skills

Advanced Excel

Communication

Analytical Skills

Risk Management

Multitasking

Education

Bachelor’s in Finance, Real Estate, Civil Engineering or Business

MBA/CFA/CPA or progress towards designation

Job description

Job Overview:
This dual-focused role bridges investor relations and real estate finance, combining debt and equity capital raising, stakeholder management, investor communications, and financial analysis for development projects. The Associate will cultivate investor/lender relationships, support investment activities, and provide strategic insights to senior leadership, ensuring alignment between investment performance and stakeholder expectations.

Key Responsibilities:
1. Investor Relations and Capital Raising
• Serve as the primary contact for institutional investors, managing inquiries on project status, investment performance, market updates, risk exposure and hedging mechanisms, and return projections.
• Prepare and distribute quarterly investor reports, pitch decks, due diligence materials for capital raising, and other investment-related documentation as needed
• Foster and maintain strong relationships with joint-venture partners, high-net-worth individuals, family offices, and institutional investors.
• Maintain CRM systems to track interactions and fundraising pipelines.
• Support capital raising initiatives by coordinating due diligence requests and managing investor data rooms.
• Coordinate execution of investor documentation, including subscription agreements, shareholder agreements, and other legal contracts.

2. Real Estate Finance & Underwriting
• Support underwriting for both CMHC and conventional debt financing (construction loan, term mortgages, corporate credit facilities) and equity investments.
• Conduct due diligence: market studies, budget reviews, lease analyses, and borrower financial statement assessments.
• Monitor portfolio risks, including covenant compliance, maturity rollovers, and operator/property performance.
• Collaborate with asset management to align investor reporting with asset-level performance.
3. Market Analysis & Performance Tracking
• Research real estate trends (multifamily, industrial, affordable housing) and benchmark against indices.
• Analyze macroeconomic and sector-specific risks to inform investor communications and underwriting.
• Assist in tracking performance metrics of active investments and comparing outcomes to proforma projections.
• Aggregate and analyze project performance data to generate insights for investor discussions and strategic decisions.
• Support internal reviews and audits related to investor contributions and distributions.
4. Cross-Functional Collaboration
• Partner with finance, acquisitions, and legal teams to structure transactions and ensure regulatory compliance.
• Liaise with external stakeholders (appraisers, environmental consultants) to complete due diligence.
• Assist senior leaders in ad-hoc projects (e.g., new fund launches, refinancing strategies).
Qualifications & Skills:
• Education: Bachelor’s in Finance, Real Estate, Civil Engineering or Business. MBA/CFA/CPA or progress toward designation is a bonus.
• Experience: 5+ years in real estate finance, investor relations, private equity, or investment banking, exposure to underwriting is a plus.
• Technical Skills:

• Advanced Excel (DCF, LBO models, VBA) and PowerPoint skills.
• Familiarity with loan documents (term sheets, credit agreements) and regulatory frameworks (OSC, REIT compliance).

• Soft Skills:

• Exceptional communication skills.
• Strong analytical and risk management abilities.
• Ability to multitask in a fast-paced environment.

Preferred Qualifications:
• Experience with affordable housing financing (e.g., CMHC programs) or ESG-linked investments.
• Existing network with Canadian institutional investors/lenders.
• Knowledge of Ontario real estate regulations.