The Analyst, Capital Markets & Investor Relations, supports Irgens’ debt and equity capital strategies by assisting with investor relations, debt and equity reporting, and financial analysis. The ideal candidate brings a strategic mindset, strong interpersonal skills, and foundational experience in commercial real estate finance.
Reports to: Vice President – Finance & Accounting
Investor Relations
- Serve as the primary coordination point for investor communications, ensuring timely, accurate and professional responses
- Support equity raises through IMS administration, including data entry, subscription agreement tracking, and documentation processing
- Distribute investor reports, tax documents, and institutional data submissions
- Maintain accurate investor contact records, equity documentation, and communication logs
- Assist in preparing quarterly updates, offering memoranda, and executive presentations
- Coordinate investor meetings and calls as directed by senior leadership
Debt & Equity Reporting
- Produce and maintain comprehensive debt strategy reporting, including loan terms, lender relationships, maturity schedules, covenants, and financing activity
- Ensure all debt and equity records within IMS and related platforms are accurate, current and complete (a primary performance expectation of this role)
- Serve as the internal reference point for debt and equity data, enabling leadership to respond efficiently to lender, investor, and internal inquiries
- Monitor key financing dates, reporting deadlines, and covenant requirements; escalate issues proactively
Capital Markets Support
- Assist in preparing financing packages, offering memoranda, and investment summaries for debt and equity transactions
- Research and summarize capital market conditions, interest rate environments, lender activity, and comparable transactions
- Support lender relationship coordination, including data room organization, due diligence tracking, and document management
- Assist with loan closings, re-financings, and equity raises, including document preparation and transaction timeline management
- Maintain the firm’s capital markets pipeline log, transaction history, and deal reporting schedules
Financial Analysis
- Analyze financial models to assess asset value, including cash flow projections, investment returns (IRR, equity multiples, cash-on-cash), and pricing sensitivity
- Support monthly and quarterly financial reporting, variance analysis, and budget-to-actual reviews (compile and analyze data from MRI Software, VTS, and internal platforms to support operational and investment reporting)
- Assist with internal investment summaries, presentations, and ad hoc analyses
QUALIFICATIONS
Required:
- Bachelor’s degree in Finance, Real Estate, Accounting, Economics, or a related field
- 0–3 years of professional experience; internship experience in commercial real estate, investment banking, investor relations, or corporate finance will be considered
- Strong organizational, quantitative, written, and interpersonal communication skills; ability to interface with senior-level stakeholders
- Advanced proficiency in Microsoft Excel, Word, and PowerPoint
- Ability to manage multiple priorities simultaneously with a high degree of accuracy
- High professional integrity and discretion in handling confidential financial and investor information
Preferred:
- Familiarity with commercial real estate concepts including lease structures, asset valuation, debt underwriting, and equity investment structures
- Experience with MRI Software, IMS, VTS, or Argus
- Prior experience in investor relations, database administration, or financial reporting
Position Location
Milwaukee, Wisconsin - 100% on-site required, with periodic travel to portfolio properties as needed
