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Renata Aguilar Rubalcava - Senior CRE Analyst

Location: Mexico City, Mexico

Compensation range discussed: $1,900 - $2,300

LinkedIn Profile | email: narenatarubal@gmail.com | Phone: +52-5528994647

Schedule Availability (EST): 12:00 PM - 10:00 PM

Earliest date she could join if receiving an offer: Immediately

Summary

Investor Relations and Marketing Services Specialist with 4+ years of Real Estate experience in Mexico and the US. In her last role, she served as a Marketing Services/Presentation Specialist at PGIM Private Alternatives, the global asset management business of Prudential Financial, Inc. (NYSE: PRU). She supports US-based investment teams by developing high-quality marketing materials, including pitchbooks, quarterly reports, and investor presentations. Her background includes a tenure at FIBRA Terrafina, where she managed financial reporting and ESG strategies for a portfolio of ~300 industrial, retail and residential assets. She’s proficient in Salesforce, CoStar, Bloomberg, and Seismic, utilizing these tools to analyze market trends and streamline data management. Experienced in reviewing Offering Memorandums (OMs) and valuation materials, translating complex financial data into decision-oriented content for institutional clients and pension funds across the US market.

Meet Renata

This video from our screening interview provides a look into Renata's background and experience.

Candidate Snapshot

US-Based Real Estate Support

• Direct Support to US Investment Teams: Last role as a Presentation Specialist for PGIM Private Alternatives, directly supporting US-based investment teams.

• Institutional Client Focus: Produces decision-oriented content specifically tailored for institutional clients and pension funds operating within the US market.

Real Estate Documentation Development

• Marketing Material Production: Experienced in developing high-quality marketing materials, including pitchbooks, quarterly reports, and investor presentations.

• Deal Documentation: Reviews and is familiar with the structure of Offering Memorandums (OMs) and valuation materials, translating complex data into client-facing assets.

Commercial Real Estate Expertise

• 4+ Years of CRE Experience: Possesses over four years of experience in the Commercial Real Estate sector, spanning financial reporting, marketing services, and investor relations.

• Large-Scale Portfolio Management: Previously managed financial reporting and ESG strategies for a company with a portfolio of ~300 industrial and retail properties.

• Market Analysis: Analyzes market trends to support investment strategies and reporting requirements.

Education

• Bachelor's Degree in Business Management | Universidad Iberoamericana (2023)

Tools Used

• Excel (Advanced)
• Salesforce (Intermediate, 3 years)
• CoStar (Intermediate, 2 years)
• Bloomberg (Intermediate, 2 years)
• Capital IQ (Intermediate, 1–2 years)
• Intralinks (Intermediate, 1 year) – data rooms, document sharing for transactions/investors
• Seismic (Intermediate, 1 year) – investor and marketing materials management
• Dropbox (Advanced, 3+ years)

Key Qualifications & Highlights

• Dual Expertise in Analytics & Design: Combines a background in financial reporting with the ability to produce high-quality marketing materials. This hybrid skill set enables the creation of aesthetic presentations that maintain financial accuracy and data integrity.

• Strategic Financial Communication: Specialized in translating complex financial data into decision-oriented content. Demonstrates the ability to bridge the gap between raw data and compelling narratives required for Offering Memorandums (OMs) and investor decks.

• Institutional-Grade Standards: Experience working with major financial entities like PGIM Private Alternatives ensures familiarity with the rigorous standards, compliance requirements, and communication styles expected by US institutional investors and pension funds.

Screening Interview - Key Observations

• High-Stakes Autonomy: She demonstrated remarkable resilience and ownership during her tenure at FIBRA Terrafina, where she successfully managed the delivery of a 200-page annual report for the Mexican Stock Exchange while her direct supervisor was unavailable. She coordinated with external auditors and consultants to meet strict regulatory deadlines, proving her ability to navigate chaotic environments without senior oversight.

• The "Strategic Bridge" Role: She thrives in functions that sit "in the middle" of investment, compliance, and fund accounting teams. She detailed her enjoyment of taking raw valuation data (pricing, competitors, square footage) from Excel and synthesizing it into "perfect," brand-compliant narratives for US pension funds and institutional investors, acting as the final quality gatekeeper before client delivery.

• AI Philosophy - Human-in-the-Loop: While she actively uses tools such as ChatGPT, Gemini, and Copilot to accelerate market trend research and streamline workflows, she emphasizes that she does not rely on them for final presentation generation. She believes a "human loop" is critical to ensure the accuracy, context, and aesthetic quality required for high-level institutional materials.

• Competencies & Soft Skills: She demonstrated meticulous attention to detail and cross-functional leadership, mentioning that she had to "rebuild" and validate figures from consultants for the annual report to ensure zero errors. Additionally, she demonstrated adaptability by describing how she manages the distinct presentation styles required for different US asset classes (industrial vs. retail) and client types (banks vs. pension funds).

• Candidate Inquiries: She inquired about the current team size and growth trajectory, specifically asking how quickly the department is expanding to assess the support structure available.