Job Description

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

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