Analyst, Capital Strategies & Formation jobs in United States
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DivcoWest · 6 hours ago

Analyst, Capital Strategies & Formation

DivcoWest is a multi-disciplinary real estate investment firm headquartered in San Francisco, seeking a highly motivated Analyst for their Capital Strategies & Formation team. The role focuses on supporting institutional fundraising efforts through presentation creation, data management, and coordination with senior team members.

Real Estate
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Growth Opportunities
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H1B Sponsor Likelynote

Responsibilities

Update and refine PowerPoint presentation materials for quarterly updates, coordinating with internal teams to ensure information is accurate, complete, and current
Create ad hoc presentations to support bespoke meetings with existing and prospective investors
Prepare agendas, investor bios, prior interaction summaries, and meeting briefs for investor calls, onsite visits, and roadshows
Support post-meeting follow-up tracking, ensuring action items and next steps are clearly documented and notes are saved in the CRM system
Prepare data tables, charts, and supporting materials for pitchbooks, investor updates, and fundraising materials
Ensure all investor-facing materials are finalized and delivered to senior team members at least one business day prior to meetings
Support the Director of Project Management in maintaining fundraising timelines, execution trackers, and internal dashboards
Effectively prioritize multiple concurrent workstreams and deadlines, communicating proactively to ensure timely and high-quality execution
Uphold strict confidentiality, professionalism, and attention to detail across all investor and firm-related communications
Own the day-to-day accuracy of CRM systems (Salesforce, Juniper, others), including investor contacts, meeting logs, pipeline stages, and follow-up actions
Maintain clean and current investor coverage records; proactively flag gaps, stale accounts, or data inconsistencies to the Director of Project Management
Act as the primary point of contact for resolving investor access issues and troubleshooting within Juniper Square
Support data room organization, document uploads, and ongoing maintenance to ensure materials are easily accessible and up to date
Prepare and distribute a bi-weekly industry and market update for senior executives, including relevant news on investors, peers, and capital markets trends

Qualification

PowerPointExcelInvestor relationsCommercial real estateData managementOrganizational skillsTime-management skillsCritical thinkingWritten communicationVerbal communication

Required

Undergraduate degree with a demonstrated record of strong academic achievement
2–3 years of relevant professional experience in investor relations, investment banking, private placements, consulting, or a related field with an understanding of commercial real estate preferred
Strong PowerPoint and Excel technical skills with a high attention to detail. Willingness to leverage AI to improve efficiencies, subject to DivCore's approved systems
Exceptional organizational and time-management skills, with a proven ability to execute accurately and efficiently in a high-pressure, deadline-driven environment
High degree of ownership and initiative, with the ability to work independently, prioritize competing demands, and adapt quickly to new challenges
Solutions-oriented mindset with strong critical thinking skills and a proactive approach to problem-solving
Excellent written and verbal communication skills

Preferred

2–3 years of relevant professional experience in investor relations, investment banking, private placements, consulting, or a related field with an understanding of commercial real estate preferred
Familiarity with private equity and real estate investment concepts is preferred but not required

Benefits

Annual bonus opportunity
Full benefits
401k match
Flexible vacation policy
Weekly lunch stipend

Company

DivcoWest

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Founded in 1993, DivcoWest is a vertically integrated, real estate investment firm headquartered in San Francisco

H1B Sponsorship

DivcoWest has a track record of offering H1B sponsorships. Please note that this does not guarantee sponsorship for this specific role. Below presents additional info for your reference. (Data Powered by US Department of Labor)
Distribution of Different Job Fields Receiving Sponsorship
Represents job field similar to this job
Trends of Total Sponsorships
2025 (3)
2023 (1)
2022 (1)
2021 (2)

Funding

Current Stage
Growth Stage
Total Funding
$93.1M
Key Investors
CIM Group
2025-11-20Debt Financing· $93.1M

Leadership Team

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Harshit Shah
Chief Technology Officer
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Kate Oppenheimer
Chief People Officer
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Company data provided by crunchbase