Investor Relations & Investment Associate (Junior / Analyst Level) (Cupertino)
AlphaX RE Capital, Cupertino, CA, United States
Position: Real Estate Investment & Development
Location: 10050 N Foothill Blvd, STE 100, Cupertino, CA 95014
Hiring Company: Alpha in Bay - Investment
About the Role We are hiring a
junior Investor Relations & Investment Associate
to grow with our real estate investment and development platform. This role is designed for a
high-potential early career professional
with a
strong accounting or real estate foundation , excellent communication skills, and the ambition to become an
investor-facing investment professional . You will be
trained directly
and given increasing responsibility over time. In return, we expect
commitment, ownership, and long-term mindset .
Who This Role Is For This role is ideal for someone who: Is early in their career but
serious about real estate investing Wants to learn
investor relations, underwriting, and deal storytelling Is coachable, hardworking, and
wants to grow long-term with one platform Takes pride in accuracy, preparation, and follow-through
Required Background (Must Have) Bachelor’s degree in Real Estate, Accounting, Finance, or related field Formal background in Accounting or Real Estate is preferred Basic understanding of: Real estate financial statements and cash flow Pro forma modeling and deal assumptions Investment metrics (IRR, cash-on-cash, equity multiple) 0–3 years of relevant experience or strong academic training
Language Requirement (Mandatory) Fluent Chinese (Mandarin) — speaking and writing Able to: Communicate with Chinese-speaking investors Draft simple investor updates and summaries in Chinese Learn to present bilingual investment materials over time
Core Responsibilities 1️⃣ Investor Support & Communication Support senior team members in maintaining investor relationships Prepare investor communications, updates, and follow-up materials Respond to investor questions with guidance and supervision Track investor inquiries and ensure timely follow-through 2️⃣ Investment Decks & Financial Summaries Assist in creating and updating: Investment decks Financial summaries Deal memos Ensure consistency between numbers and narrative Learn how to translate financial analysis into investor-friendly language 3️⃣ Pro Forma & Financial Analysis Build and maintain real estate pro forma models under supervision Update assumptions, sensitivities, and scenarios Reconcile models with accounting and operational inputs Learn to explain model outputs clearly 4️⃣ Investor Presentation Support Support investor presentations and calls Prepare talking points, Q&A notes, and backup analysis Gradually take on presentation responsibilities as skills develop 5️⃣ Cross-Department Coordination Work closely with: Accounting Acquisitions / underwriting Development & construction Marketing & leadership Collect inputs and ensure accuracy across departments Learn how deals move from underwriting → execution → investor reporting
What We Will Train You On Advanced real estate underwriting Investor communication and presentation skills Deal structuring and capital stack logic Professional standards for investor-facing materials How to think like an owner, not just an analyst
Required Skill Set Strong attention to detail Solid Excel skills Clear written communication (Chinese & English) Willingness to learn, take feedback, and improve quickly High integrity and sense of responsibility
Strong Plus (Not Required) Master’s degree in Real Estate or Accounting Internship or prior exposure to real estate investing Presentation or public speaking experience Interest in long-term growth within one firm
Growth Path Investor Relations Associate → Senior Associate → Investment / Investor Relations Manager (long term)
How Success Is Measured Accuracy and quality of financial work Responsiveness and professionalism in investor communication Speed of learning and improvement Trust earned from both investors and internal teams
About the Role We are hiring a
junior Investor Relations & Investment Associate
to grow with our real estate investment and development platform. This role is designed for a
high-potential early career professional
with a
strong accounting or real estate foundation , excellent communication skills, and the ambition to become an
investor-facing investment professional . You will be
trained directly
and given increasing responsibility over time. In return, we expect
commitment, ownership, and long-term mindset .
Who This Role Is For This role is ideal for someone who: Is early in their career but
serious about real estate investing Wants to learn
investor relations, underwriting, and deal storytelling Is coachable, hardworking, and
wants to grow long-term with one platform Takes pride in accuracy, preparation, and follow-through
Required Background (Must Have) Bachelor’s degree in Real Estate, Accounting, Finance, or related field Formal background in Accounting or Real Estate is preferred Basic understanding of: Real estate financial statements and cash flow Pro forma modeling and deal assumptions Investment metrics (IRR, cash-on-cash, equity multiple) 0–3 years of relevant experience or strong academic training
Language Requirement (Mandatory) Fluent Chinese (Mandarin) — speaking and writing Able to: Communicate with Chinese-speaking investors Draft simple investor updates and summaries in Chinese Learn to present bilingual investment materials over time
Core Responsibilities 1️⃣ Investor Support & Communication Support senior team members in maintaining investor relationships Prepare investor communications, updates, and follow-up materials Respond to investor questions with guidance and supervision Track investor inquiries and ensure timely follow-through 2️⃣ Investment Decks & Financial Summaries Assist in creating and updating: Investment decks Financial summaries Deal memos Ensure consistency between numbers and narrative Learn how to translate financial analysis into investor-friendly language 3️⃣ Pro Forma & Financial Analysis Build and maintain real estate pro forma models under supervision Update assumptions, sensitivities, and scenarios Reconcile models with accounting and operational inputs Learn to explain model outputs clearly 4️⃣ Investor Presentation Support Support investor presentations and calls Prepare talking points, Q&A notes, and backup analysis Gradually take on presentation responsibilities as skills develop 5️⃣ Cross-Department Coordination Work closely with: Accounting Acquisitions / underwriting Development & construction Marketing & leadership Collect inputs and ensure accuracy across departments Learn how deals move from underwriting → execution → investor reporting
What We Will Train You On Advanced real estate underwriting Investor communication and presentation skills Deal structuring and capital stack logic Professional standards for investor-facing materials How to think like an owner, not just an analyst
Required Skill Set Strong attention to detail Solid Excel skills Clear written communication (Chinese & English) Willingness to learn, take feedback, and improve quickly High integrity and sense of responsibility
Strong Plus (Not Required) Master’s degree in Real Estate or Accounting Internship or prior exposure to real estate investing Presentation or public speaking experience Interest in long-term growth within one firm
Growth Path Investor Relations Associate → Senior Associate → Investment / Investor Relations Manager (long term)
How Success Is Measured Accuracy and quality of financial work Responsiveness and professionalism in investor communication Speed of learning and improvement Trust earned from both investors and internal teams