Portfolio & Strategy Analyst

Portfolio & Strategy Analyst📍 Charlotte, NC | Full-Time | In-Office/Hybrid🏢 Investor Relations TeamGrubb Properties is seeking a Portfolio & Strategy Analyst to support the Investments and Investor Relations teams in developing high-quality investment materials, market insights, and research that support the firm’s capital formation and investment strategy.This role plays an important part in how Grubb Properties communicates its investment strategy to capital partners and stakeholders. The Analyst will assist in preparing investment presentations, organizing market research, managing content libraries, and ensuring that materials used externally are accurate, well-designed, and aligned with firm branding.The position offers early-career professionals exposure to real estate investment strategy, fund management, and multifamily market analysis, while working closely with teams across Investments, Capital Formation, Marketing & Communications, and Operations.What You’ll DoInvestment Materials & Strategy SupportDevelop and maintain investment presentations, pitch books, and investor reportsEnsure all materials reflect accurate financial, market, and portfolio dataMaintain consistent branding, messaging, and storytelling across investment materialsUpdate and manage content on a quarterly reporting cycleMarket Research & Data InsightsCollect and synthesize multifamily market data, economic trends, and geographic insightsTranslate research into clear visualizations and concise investment narrativesMonitor competitors and industry trends through a competitive intelligence processContent & Process ManagementManage the firm’s investment materials library and version controlCoordinate updates and approvals across teams including legal counsel and broker-dealersMaintain presentation templates and ensure adherence to brand and compliance standardsInnovation & TechnologyExplore and implement AI and technology tools to improve efficiency and accuracyResearch tools that enhance data gathering, presentation creation, and reportingCross-Functional CollaborationWork closely with teams across Investments, Investor Relations, Capital Formation, Marketing, and OperationsParticipate in team meetings and gain exposure to fund strategy and capital raising initiativesWhat We’re Looking ForEducationBachelor’s degree in business, finance, real estate, marketing, or a related fieldTechnical SkillsAdvanced proficiency in PowerPoint and ExcelStrong command of Microsoft Office toolsExperience with research platforms or databases such as:FINTRXPreqinGreen StreetYardiCoStarFamiliarity with CRM platforms such as Salesforce or HubSpotExperience1–3 years of experience or internships in:Real estateinvestment managementfinancial servicesCore CompetenciesStrong attention to detailExcellent written and verbal communicationAbility to translate data into clear, compelling narrativesStrong project management and organizational skillsAbility to manage multiple deadlines and stakeholdersWillingness and ability to travelWhat Makes This Role UniqueThis role offers early-career professionals the chance to:✔ Gain exposure to real estate investment strategy and capital formation✔ Work directly with senior leadership and cross-functional teams✔ Develop expertise in multifamily investment and fund management✔ Contribute to a mission focused on delivering Essential Housing across the U.S.✔ Help shape how our investment story is communicated to the marketAbout Grubb PropertiesGrubb Properties is a vertically integrated real estate company focused on developing and investing in Essential Housing communities in high-growth and gateway U.S. markets. Through our innovative Link Apartments® platform and investment strategies, we aim to deliver strong returns while expanding access to housing for the workforce that powers our cities.pm22MANAGEMENT HAS THE RIGHT TO REVISE THIS JOB DESCRIPTION AT ANY TIME. THE JOB DESCRIPTION IS NOT A CONTRACT FOR EMPLOYMENT, AND EITHER YOU OR THE EMPLOYER MAY TERMINATE EMPLOYMENT AT ANY TIME, FOR ANY REASON, WITH OR WITHOUT NOTICEPowered by JazzHRPIea31242c45c9-37483-39963167