Capital Formation & Investor Relations

Okada & Company; New York (NY); On-site; USD 90,000 - 150,000; Full time

Job summary

Okada & Company, a New York City–based CRE investment and brokerage firm, seeks a Real Estate Capital Formation professional for on-site work in New York, NY. You will identify and manage investor relationships, develop capital strategies, and support deal structuring with financial models and offering materials.

Day-to-day includes investor outreach, CRM maintenance, due diligence coordination, and reporting to capital partners.

Qualifications

• Strong analytical and quantitative skills, including financial modeling and cash flow analysis.
• Knowledge of commercial real estate fundamentals, capital markets, and investment structures.
• Excellent written and verbal communication, with experience preparing pitch decks and investor memoranda.
• Relationship-building and business development skills, including investor outreach and CRM management.
• Ability to work on-site in New York, NY, manage multiple projects in a fast-paced environment.
• Bachelor’s degree in Finance, Real Estate, Business, Economics, or related field; internships or 1–3 years of experience preferred.
• High level of integrity, attention to detail, and comfort working in a small team with senior leadership.
• Familiarity with Midtown and Midtown South Manhattan markets; prior brokerage, acquisitions, or capital raising experience is a plus.

Responsibilities

• Identify, develop, and manage relationships with investors and capital partners.
• Prepare offering materials and financial models; support deal structuring and underwriting.
• Coordinate due diligence and track deal pipelines.
• Maintain CRM and investor databases; prepare investor communications and reporting.
• Collaborate with brokerage and investment teams to align capital strategies with property plans.

Skills

Financial modeling

Cash flow analysis

Excel

Analytical skills

Communication skills

Business development

CRM/database management

Education

Bachelor’s degree in Finance/Real Estate/Business/Economics

Tools

CRM

Excel

Job description

Company Description

Okada & Company is a New York City–based commercial real estate investment and brokerage firm focused on Midtown and Midtown South Manhattan. The company specializes in the acquisition and disposition of commercial real estate properties and spaces across these core submarkets. Since 2006, Okada & Company has transacted over 1,000,000 square feet, building a strong track record of deal execution and market knowledge. The firm continues to position itself as a premier local expert, offering clients deep insight into neighborhood dynamics, asset performance, and investment opportunities. Team members benefit from close exposure to complex transactions and a highly focused urban real estate environment.

Role Description

The Real Estate Capital Formation role is a full-time, on-site position based in New York, NY. This role is responsible for identifying, developing, and managing relationships with investors and capital partners for commercial real estate transactions. Day-to-day activities include business development, presentations, investor outreach, investor relations and investment opportunities, supporting deal structuring, preparing offering materials and financial models, and assisting in underwriting new acquisitions. The role also involves coordinating due diligence, tracking deal pipelines, maintaining CRM and investor databases, and helping to manage communications and reporting to existing and prospective capital partners. Collaboration with brokerage and investment teams is expected to ensure alignment between capital strategies and property-level business plans.

Qualifications

• Strong analytical and quantitative skills, including financial modeling, cash flow analysis, and proficiency with Excel or similar tools.
• Knowledge of commercial real estate fundamentals, capital markets, and investment structures (e.g., joint ventures, debt, and equity).
• Excellent written and verbal communication skills, with experience preparing pitch decks, offering memoranda, and investor presentations.
• Relationship-building and business development skills, including networking, investor outreach, and CRM/database management.
• Ability to work on-site in New York, NY, manage multiple projects, and prioritize tasks in a fast-paced environment.
• Bachelor’s degree in Finance, Real Estate, Business, Economics, or a related field; relevant internships or 1–3 years of experience in real estate or finance preferred.
• High level of integrity, attention to detail, and comfort working in a small team with direct exposure to senior leadership.
• Familiarity with Midtown and Midtown South Manhattan markets and prior experience in brokerage, acquisitions, or capital raising is a plus.