Marketplace Transactional Analyst
Investments | Portland, OR | Full Time
Founded in 2013, CrowdStreet’s technology solutions provide real estate investment managers (sponsors) a scalable platform for growing and managing a large investor-base. We are transforming real estate investing by creating universally accessible, transparent, and efficient markets. While our competitors are positioning themselves as online versions of institutional funding, we’re the only major provider delivering a comprehensive online funding and investor management solution. CrowdStreet’s platform extends beyond the fundraising of a deal to cultivating and growing lifetime value for the sponsor through building, managing and expanding ongoing investor relationships.
To support our company’s rapid growth, we are seeking a Marketplace Transactional Analyst to join our Investments team. The ideal candidate is technologically savvy, detail-oriented and a strong team player with deep expertise in real estate transactions who is excited about joining a high-growth high-energy start-up. As Marketplace Transactional Analyst, you will manage sponsor screening and vetting for Marketplace investment offerings. This is a unique opportunity to track and review real estate deals nationwide from initial screening through exit and to provide critical thought leadership to CrowdStreet Marketplace Sponsors.
What You’ll Be Doing
The Marketplace Transactional Analyst will serve as an integral member of the Investments Team. You will shape a dynamic and scalable internal process as it relates to sponsor screening, transactional review, and Marketplace production using CrowdStreet’s software platform. You will be responsible for collection and review of Marketplace sponsor materials with an emphasis on investor documents. You will also oversee the transition and production of sponsor-provided investor documents into CrowdStreet’s online investor documentation center. Finally, you will be responsible for producing and posting Marketplace offerings in collaboration with the Services Team.
Throughout the live Marketplace funding period as well as post funding period, you will lead the collection and review of final sponsor documentation. You will also collaborate with CrowdStreet Marketplace Sponsors (“Sponsors”) on reviewing any changes to sponsor-provided investor documents and communicate those changes to CrowdStreet Investor Members (“Investors”). Over time, you will serve as a thought leader to Sponsors regarding best practices for structuring optimal online investor documents as well as investor reporting. The position may also manage special projects and additional duties as needed.
The top priorities of the Marketplace Transactional Analyst are:
Manage CrowdStreet’s online investor document center. Collaborate with the Investor Relations Team to ensure a smooth investment subscription process for Investors
Prior to final Marketplace approval, review Sponsor legal and investor documents to ensure:
Conformance with Marketplace standards
Continuity and alignment with other Sponsor materials, including but not limited to, organizational charts and investor pitch decks
They are free of errors and/or contradictions
Any errors or incongruencies are resolved
Collaborate with CrowdStreet Investment Managers to oversee the Sponsor screening process.
Produce thought leadership content (both sponsor and investor facing) on how to produce and review online investor documents.
Produce a portion of CrowdStreet Marketplace Offerings in collaboration with the CrowdStreet Services Team.
Collect and review follow up sponsor materials
Lead the Sponsor Screening Process - collaborate with CrowdStreet Investment Managers on approvals.
What We Must Have
- Undergraduate degree (preferably in business administration or finance)
2+ years real estate transactions experience through relevant work experience in real estate private equity, commercial real estate, or investments
Not Required, But Nice to Have
- JD with an emphasis on real estate
Experience with 506(c), 506(b) and Reg A+ offerings
Knowledge of FINRA compliance requirements
Real estate operations experience
Working at CrowdStreet
Located in the heart of downtown Portland just a block from Pioneer Square, CrowdStreet is proud of our cool, open and collaborative environment. Along with great benefits, a fully stocked kitchen and a dog-friendly office, we offer the opportunity to be at the ground floor of a fast-growing startup with fun, smart, customer-driven people transforming the world of real estate investment.
We consider applicants for all positions without regard to race, color, religion, national origin or ancestry, sex, age, disability, veteran status, or any other legally protected status under local, state, or federal law.
How to Apply
Please submit your resume online with a cover letter stating: 1) Why you’re passionate about working for CrowdStreet, and 2) A brief summary of how you meet each of our qualifications (including the “nice to haves”). The best way to do this is to copy/paste the requirements bullets and put a brief answer after each summarizing your relevant experience. Thank you for your interest in CrowdStreet!