Portfolio & Strategy Analyst

Charlotte, NC
Full Time
Mid Level
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.

pm22

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

Share

Apply for this position

Required*
We've received your resume. Click here to update it.
Attach resume or Paste resume
Attach resume as .pdf, .doc, .docx, .odt, .txt, or .rtf (limit 5MB) or Paste resume

Paste your resume here or Attach resume file

To comply with government Equal Employment Opportunity and/or Affirmative Action reporting regulations, we are requesting (but NOT requiring) that you enter this personal data. This information will not be used in connection with any employment decisions, and will be used solely as permitted by state and federal law. Your voluntary cooperation would be appreciated. Learn more.
Invitation for Job Applicants to Self-Identify as a U.S. Veteran
  • A “disabled veteran” is one of the following:
    • a veteran of the U.S. military, ground, naval or air service who is entitled to compensation (or who but for the receipt of military retired pay would be entitled to compensation) under laws administered by the Secretary of Veterans Affairs; or
    • a person who was discharged or released from active duty because of a service-connected disability.
  • A “recently separated veteran” means any veteran during the three-year period beginning on the date of such veteran's discharge or release from active duty in the U.S. military, ground, naval, or air service.
  • An “active duty wartime or campaign badge veteran” means a veteran who served on active duty in the U.S. military, ground, naval or air service during a war, or in a campaign or expedition for which a campaign badge has been authorized under the laws administered by the Department of Defense.
  • An “Armed forces service medal veteran” means a veteran who, while serving on active duty in the U.S. military, ground, naval or air service, participated in a United States military operation for which an Armed Forces service medal was awarded pursuant to Executive Order 12985.
Veteran status


Human Check*