Analyst, Investor Relations and Due Diligence (San Antonio, TX)

Affinius Capital; Texas; On-site; USD 55,000 - 75,000; Full time

Job summary

Affinius Capital is seeking an Analyst to support the Global Investors Group with investor relations, servicing, and due diligence, helping scale responses to DDQ and RFP requests. The role emphasizes data-driven preparation, cross-functional collaboration, and timely delivery of investor-ready materials.

Based in our San Antonio office, you will manage inquiries, profiles, and documentation workflows, while leveraging AI tools to improve efficiency and consistency across investor communications

Qualifications

• Bachelor's degree in Finance, Economics, Real Estate, Marketing, English or related field.
• 0-2 years of experience in private equity real estate and/or investor relations, financial/investor communications, client support or financial public relations.
• Advanced proficiency with Microsoft Office suite, particularly Excel and PowerPoint.
• Project management experience.
• Exceptional critical thinking.
• Effective written and verbal communication skills.
• Willing to work onsite full-time in the San Antonio office.
• Qualifications may warrant placement in different job title.

Responsibilities

• Manage and maintain the investor inquiry inbox, ensuring timely, organized, and professional responses to incoming requests, and tracking items across internal stakeholders.
• Prepare investor and prospect profiles to brief internal stakeholders ahead of meetings, synthesizing third-party research, historical interactions, and relationship intelligence.
• Leverage and help implement AI-enabled tools and workflow solutions to streamline DDQ completion, document management, and knowledge retrieval, driving scalable efficiencies while adhering to firm policies and quality standards.
• Manage prospective investor DDQs, RFPs, and ad hoc diligence requests end-to-end, including intake, tracking, coordination of internal stakeholders, and final delivery-ensuring accuracy, consistency, and timeliness.
• Serve as a central point of coordination for DDQ and document request workflows, improving process efficiency, reducing turnaround time, and enhancing quality control across responses.
• Maintain and continuously enhance the firm's RFP/DDQ response database, partnering with subject matter experts to ensure content is current, accurate, and aligned with evolving investor expectations.
• Identify opportunities to standardize and optimize investor servicing processes, including data organization, response libraries, and document management systems.
• Collaborate with investment, accounting, finance, and compliance teams to develop consistent, high-quality responses and investor materials.
• Support broader Investor Relations and Capital Raising initiatives and strategic projects.
• Additional duties as assigned.

Skills

Data analysis

Excel

PowerPoint

Written communication

Verbal communication

Attention to detail

Time management

Education

Bachelor's degree in Finance,Econ, Real Estate, Marketing, English or related field

Tools

Microsoft Office Suite

Excel

PowerPoint

Job description

Company Overview

Along with its affiliate companies, Affinius Capital invests across the risk spectrum for a global client base, managing over $61 billion in gross assets under management within a diversified portfolio across North America and Europe. Affinius Capital provides strategic equity and debt capital, including to capitalize on the accelerating demand for technology-driven real estate assets, to meet the critical need for housing solutions, and for other market and capital structure opportunities exhibiting compelling risk-return characteristics. For more information, visit affiniuscapital.com.

Job Description

As an integral member of the team, the Analyst will support the Global Investors Group ("GIG") with investor relations, servicing, and due diligence efforts. GIG is responsible for capital raising across all funds and separate accounts, and oversees all investor communications with both prospective and existing investors.

This role will play a critical function in scaling the team's ability to respond to increasing investor diligence demands by improving the efficiency, consistency, and quality of DDQ, RFP, and document request processes through enhanced systems, data management, and responsible use of AI tools. The position requires outstanding communication and analytical skills, strong project management capabilities, and the ability to work cross-functionally to deliver timely, accurate, and investor-ready materials.

Essential Duties

• Manage and maintain the investor inquiry inbox, ensuring timely, organized, and professional responses to incoming requests, and tracking items across internal stakeholders.
• Proactively prepare investor and prospect profiles to brief internal stakeholders ahead of meetings, synthesizing third-party research, historical interactions, and relationship intelligence.
• Leverage and help implement AI-enabled tools and workflow solutions to streamline DDQ completion, document management, and knowledge retrieval, driving scalable efficiencies while adhering to firm policies and quality standards.
• Manage prospective investor DDQs, RFPs, and ad hoc diligence requests end-to-end, including intake, tracking, coordination of internal stakeholders, and final delivery-ensuring accuracy, consistency, and timeliness.
• Serve as a central point of coordination for DDQ and document request workflows, improving process efficiency, reducing turnaround time, and enhancing quality control across responses.
• Maintain and continuously enhance the firm's RFP/DDQ response database, partnering with subject matter experts to ensure content is current, accurate, and aligned with evolving investor expectations.
• Identify opportunities to standardize and optimize investor servicing processes, including data organization, response libraries, and document management systems.
• Collaborate with investment, accounting, finance, and compliance teams to develop consistent, high-quality responses and investor materials.
• Support broader Investor Relations and Capital Raising initiatives and strategic projects.
• Additional duties as assigned.

Requirements

• Bachelor's degree in Finance, Economics, Real Estate, Marketing, English or related field.
• 0-2 years of experience in applicable experience in private equity real estate and/or investor relations, financial/investor communications, client support or financial public relations.
• Advanced proficiency with Microsoft Office suite, particularly in Excel and PowerPoint.
• Project management experience.
• Exceptional critical thinking.
• Effective written and verbal communication skills.
• Willing to work onsite full-time in the San Antonio office.
• Qualifications may warrant placement in different job title.

Key Competencies

• Ability to manage multiple, parallel responsibilities.
• Ability to work with data.
• Ability to work with tight delivery deadlines.
• Ability to work independently and take initiative.
• Superior organizational skills and high level of attention to detail, accuracy, aptitude, poise, and maturity.
• Strong interpersonal abilities and possess a strong work ethic, honesty and integrity.

Affinius Capital complies with laws and regulations that permit certain requests related to your data in our files, including, but not limited to, the California Consumer Privacy Act (the "CCPA"). The Company's privacy policy and contact information for questions regarding your data or the policy may be found here (https://realco.icims.com/icims2/servlet/icims2?module=AppInert&action=download&id=80769&hashed=-260663885&\_ga=2.107993345.287420145.1678113256-1318269209.1656074953).

At Affinius Capital our employees enjoy generous benefits packages including comprehensive medical, dental and vision plans, 401k, educational and professional designation assistance, casual dress attire and much more! The above description reflects the details considered necessary to describe the