General responsibilities description:
We are seeking a highly analytical and detail-oriented trainee to support our Business Development and
Investor Services efforts. This role offers exposure to capital raising, investors’ requests, and private
market investment strategies, with a focus on real estate.
Key Activities:
• Support preparation of investor materials and follow-up processes in capital raising
• Build and maintain Excel-based analyses, investor trackers, and internal reporting tools
• Develop slides and PowerPoint presentations (pitch decks, investment materials, and updates)
• Assist with due diligence processes, including DDQs, data rooms, and document management
• Support investors’ services activities, including completions and delivery of reports to investors
(revision of financial statements, asset-level information, financial metrics, among others)
• Collaboration with internal and external teams (i.e., Portfolio Management, Accounting, Asset
Management)
• Leverage AI tools to accelerate research, drafting, and data synthesis
• Identify opportunities to improve efficiency and automate repetitive workflows
• Maintain high standards of data integrity and analytical rigor