Senior Analyst, Investor Relationships

Prime Finance; San Francisco (CA); On-site; USD 87,000 - 130,000; Full time

Job summary

Prime Finance, a San Francisco-based real estate credit investment platform, seeks a Senior Analyst in Investor Relationships to strengthen institutional investor reporting, communications, and analysis. You will own defined reporting workstreams, coordinate responses to investor requests, and help prepare senior team members for meetings.

The role requires strong analytical judgment, experience in investor relations or investment management, and the ability to translate complex fund data into

Qualifications

• Bachelor’s degree in business, economics, finance, accounting.
• 3-6 years of directly relevant experience in investor relations, client service, investor reporting, capital formation, or investment management; experience supporting institutional investors in private markets, real estate, or credit is strongly preferred.
• Strong proficiency in Excel, PowerPoint, Word, and CRM systems; experience analyzing fund, portfolio, and investor data and producing polished investor presentations is required.
• Demonstrated experience drafting DDQs, investor reports, presentations, and responses to sophisticated institutional investor or consultant requests.
• Understanding of investment management concepts, fund structures, performance reporting, and private-market or real estate investment terminology is preferred.
• Proven ability to work independently, manage senior stakeholder expectations, verify financial and qualitative information, and exercise judgment regarding accuracy, confidentiality, and escalation.
• Strong analytical skills, including the ability to interpret fund and portfolio performance, identify key takeaways, and translate complex financial information into concise, accurate investor communications.
• Track record of successfully managing multiple concurrent workstreams, establishing timelines, coordinating senior stakeholders, and delivering high-quality work under tight deadlines.
• Ownership mindset with the ability to anticipate investor and senior-team needs, flag risks early, close the loop on deliverables, and improve Investor Relations processes and controls.
• Demonstrates sound judgment, professionalism, and confidence interacting with institutional investors, consultants, senior executives, and cross-functional partners.
• Experience drafting clear, polished, and investor-ready materials that distill complex information into concise, compelling narratives.

Responsibilities

• Serve as a day-to-day contact for investors and their representatives, delivering responsive, accurate service and building trusted relationships in partnership with senior members of the Investor Relationships team.
• Independently coordinate and prepare responses to complex investor-level requests by analyzing and documenting fund- and investment-level information, including cash flow analyses and portfolio look-throughs, in partnership with internal teams and with appropriate review based on the nature of the request.
• Independently manage recurring and ad hoc requests from investors, consultants, and other third parties, by coordinating with Investor Relations leadership, Legal, Accounting, Operations, and Investment teams, identifying issues requiring escalation and delivering timely and accurate responses.
• Partner with the VP, Investor Reporting & Operations to plan proactive fund updates, prepare briefing materials and talking points, track follow-ups, and support direct investor engagement.
• Maintain accurate CRM records and leverage engagement data to support proactive investor outreach, meeting preparation, follow-up tracking, and capital-raising reporting.
• Support the development of thought leadership content by gathering and analyzing relevant information and drafting materials for review by senior team members, including investor-facing commentary, market insights, portfolio narratives, and thematic analysis that contextualize portfolio performance within broader economic and market trends, supporting clear, investor-ready storytelling around positioning and outlook.
• Independently manage the end-to-end preparation process for quarterly investor memos, including coordinating supporting schedules, analyzing fund and portfolio data, drafting investor-ready narratives, managing the review process, and validating final content for accuracy and consistency before final senior-level approval.
• Independently project-manage defined workstreams within the annual investor meeting and other investor-facing events, including agendas, presentations, speaker preparation, logistics, and follow-up materials.
• Independently manage the Due Diligence Questionnaire (DDQ) workstreams from intake through submission, including scoping deliverables, establishing timelines, drafting and maintaining responses, coordinating internal contributors, verifying data and content, escalating complex or sensitive questions and obtaining appropriate senior team members and Legal and Compliance approval, as necessary.
• Partner with internal teams and third-party fund administrator on investor portal administration, including reviewing investor notices and communications for accuracy, coordinating approvals, and managing timely distribution.
• Provide project-based guidance and quality review for junior team members or external resources, as applicable, and contribute to team best practices, templates, and knowledge management.

Skills

Excel

PowerPoint

Word

CRM systems

Financial analysis

Education

Bachelor's degree in business, economics, finance, accounting

Job description

Position:Senior Analyst, Investor Relationships

Location: Prime Finance

600 Montgomery St,Suite 1700

Job Id:293

# of Openings:1

About Prime Finance

Prime Finance, founded in 2008, is a well-established, diversified commercial real estate credit investment platform with more than $15 billion in assets under management. Prime Finance has two primary lending strategies that structure financing solutions ranging in size from $10 to $200+ million with teams in San Francisco, Chicago, and New York that originate loans and provide capital across the commercial real estate spectrum. In addition to our lending programs, Prime Finance is an active investor in investment grade and below-investment grade CMBS both at original issuance and on the secondary market.

Job Summary

The selected candidate will play a key role in supporting and strengthening Prime Finance’s institutional investor relationships through high-quality investor reporting, communications, analysis and service. The Investor Relationships Team is responsible for investor reporting, communications, due diligence, and related operations. The role requires prior investor relations or directly relevant investment management experience, strong analytical judgment, and the ability to translate complex fund and portfolio information into clear, accurate, investor-ready materials.

This position will independently own defined investor reporting and communications, project-manage recurring and ad hoc investor deliverables, prepare senior team members for investor meetings, and coordinate responses to investors, consultants, and other third parties. The Senior Analyst will be expected to independently manage assigned workstreams, exercise sound judgment, proactively identify risks or delays, and assume broader investor-facing responsibilities based on experience and demonstrated readiness.

Essential Functions

• Serve as a day-to-day contact for investors and their representatives, delivering responsive, accurate service and building trusted relationships in partnership with senior members of the Investor Relationships team.
• Independently coordinate and prepare responses to complex investor-level requests by analyzing and documenting fund- and investment-level information, including cash flow analyses and portfolio look-throughs, in partnership with internal teams and with appropriate review based on the nature of the request.
• Independently manage recurring and ad hoc requests from investors, consultants, and other third parties, by coordinating with Investor Relations leadership, Legal, Accounting, Operations, and Investment teams, identifying issues requiring escalation and delivering timely and accurate responses.
• Partner with the VP, Investor Reporting & Operations to plan proactive fund updates, prepare briefing materials and talking points, track follow-ups, and support direct investor engagement.
• Maintain accurate CRM records and leverage engagement data to support proactive investor outreach, meeting preparation, follow-up tracking, and capital-raising reporting.
• Support the development of thought leadership content by gathering and analyzing relevant information and drafting materials for review by senior team members, including investor-facing commentary, market insights, portfolio narratives, and thematic analysis that contextualize portfolio performance within broader economic and market trends, supporting clear, investor-ready storytelling around positioning and outlook.
• Independently manage the end-to-end preparation process for quarterly investor memos, including coordinating supporting schedules, analyzing fund and portfolio data, drafting investor-ready narratives, managing the review process, and validating final content for accuracy and consistency before final senior-level approval.
• Independently project-manage defined workstreams within the annual investor meeting and other investor-facing events, including agendas, presentations, speaker preparation, logistics, and follow-up materials.
• Independently manage the Due Diligence Questionnaire (DDQ) workstreams from intake through submission, including scoping deliverables, establishing timelines, drafting and maintaining responses, coordinating internal contributors, verifying data and content, escalating complex or sensitive questions and obtaining appropriate senior team members and Legal and Compliance approval, as necessary.
• Partner with internal teams and third-party fund administrator on investor portal administration, including reviewing investor notices and communications for accuracy, coordinating approvals, and managing timely distribution.
• Provide project-based guidance and quality review for junior team members or external resources, as applicable, and contribute to team best practices, templates, and knowledge management.

Qualifications

• Bachelor’s degree in business, economics, finance, accounting, or equivalent required.
• 3-6 years of directly relevant experience in investor relations, client service, investor reporting, capital formation, or investment management; experience supporting institutional investors in private markets, real estate, or credit is strongly preferred.
• Strong proficiency in Excel, PowerPoint, Word, and CRM systems; experience analyzing fund, portfolio, and investor data and producing polished investor presentations is required.
• Demonstrated experience drafting DDQs, investor reports, presentations, and responses to sophisticated institutional investor or consultant requests.
• Understanding of investment management concepts, fund structures, performance reporting, and private-market or real estate investment terminology is preferred.
• Proven ability to work independently, manage senior stakeholder expectations, verify financial and qualitative information, and exercise judgment regarding accuracy, confidentiality, and escalation.
• Strong analytical skills, including the ability to interpret fund and portfolio performance, identify key takeaways, and translate complex financial information into concise, accurate investor communications.
• Track record of successfully managing multiple concurrent workstreams, establishing timelines, coordinating senior stakeholders, and delivering high-quality work under tight deadlines.
• Ownership mindset with the ability to anticipate investor and senior-team needs, flag risks early, close the loop on deliverables, and improve Investor Relations processes and controls.
• Demonstrates sound judgment, professionalism, and confidence interacting with institutional investors, consultants, senior executives, and cross-functional partners.
• Experience drafting clear, polished, and investor-ready materials that distill complex information into concise, compelling narratives.

Please note this job description is not designed to cover or contain a comprehensive list of every activity, duty, or responsibility that is required of the employee for this job. Duties, responsibilities, and activities may change at any time with or without notice.

The expected annual base salary range for this role is $86,500 - $130,000. Actual base salary will be determined by several components, including but not limited to: relevant experience, skills and qualifications, base salary of internal peers, and geographic location. In addition to base salary, this role may be eligible for a discretionary annual bonus and a variety of financial, wellbeing, and health / welfare benefits.

Equal Opportunity Employer

Prime Finance provides equal employment opportunities to all employees and applicants for employment and prohibits discrimination and harassment of any type without regard to race, color, religion, age, sex, national origin, disability status, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws. This policy applies to all terms and conditions of employment, including recruiting, hiring, placement, promotion, termination, layoff, recall, transfer, leaves of absence, compensation, and training.

CA Employee Privacy Notice:
https://www.primegrp.com/ccpa-info-current-and-prospective-employees/

Licensed by the Department of Financial Protection and Innovation under the California Financing Law ("CFL"). California loans made or arranged pursuant to a California Financing Law Licenses: 60DBO-80181, 60DBO-111699, 60DBO-136009, 60DBO-153916, 60DBO-178441, 60DBO-190335.