Portfolio & Strategy Analyst

Portfolio & Strategy Analyst
📍 Charlotte, NC | Full-Time | In-Office/Hybrid
🏢 Investor Relations Team

Grubb 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 Do
Investment Materials & Strategy Support

• Develop and maintain investment presentations, pitch books, and investor reports
• Ensure all materials reflect accurate financial, market, and portfolio data
• Maintain consistent branding, messaging, and storytelling across investment materials
• Update and manage content on a quarterly reporting cycle

Market Research & Data Insights

• Collect and synthesize multifamily market data, economic trends, and geographic insights
• Translate research into clear visualizations and concise investment narratives
• Monitor competitors and industry trends through a competitive intelligence process

Content & Process Management

• Manage the firm’s investment materials library and version control
• Coordinate updates and approvals across teams including legal counsel and broker-dealers
• Maintain presentation templates and ensure adherence to brand and compliance standards

Innovation & Technology

• Explore and implement AI and technology tools to improve efficiency and accuracy
• Research tools that enhance data gathering, presentation creation, and reporting

Cross-Functional Collaboration

• Work closely with teams across Investments, Investor Relations, Capital Formation, Marketing, and Operations
• Participate in team meetings and gain exposure to fund strategy and capital raising initiatives

What We’re Looking For
Education

• Bachelor’s degree in business, finance, real estate, marketing, or a related field

Technical Skills

• Advanced proficiency in PowerPoint and Excel
• Strong command of Microsoft Office tools
• Experience with research platforms or databases such as:
  • FINTRX
  • Preqin
  • Green Street
  • Yardi
  • CoStar
• Familiarity with CRM platforms such as Salesforce or HubSpot

Experience

• 1–3 years of experience or internships in:
  • Real estate
  • investment management
  • financial services

Core Competencies

• Strong attention to detail
• Excellent written and verbal communication
• Ability to translate data into clear, compelling narratives
• Strong project management and organizational skills
• Ability to manage multiple deadlines and stakeholders
• Willingness and ability to travel

What Makes This Role Unique
This 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 market About Grubb Properties

Grubb 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.

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MANAGEMENT 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 NOTICE