Job Title: Senior Investment Associate
Location: Oak Brook, IL - Onsite
Type: Full-Time, Permanent/Direct Hire
Pay Range: $120,000 - $135,000 base salary plus 20% bonus
Benefits: Generous PTO, 401(k) company match, bonus opportunities, continuing education reimbursement, competitive employee health insurance package including a wellness program & more
Company: Real Estate/Development Company - Portfolio $1 Billion in Real Estate Projects
Key Responsibilities:
- Support the evaluation and underwriting of acquisition and development opportunities by performing complex financial analyses, including Argus valuation models and Excel-based pro formas, cash flow projections, sensitivity analyses, and municipal incentive analyses.
- Review and analyze investment offering materials and gather and evaluate economic and market intelligence, including leases and sales comparables, location analytics, and demographic data.
- Support the sourcing of equity and debt capital by preparing detailed financial models, presentations, and other required deliverables for prospective investors and lenders.
- Assist with the preparation of investment committee memos for both internal and third-party review.
- Assist with managing due diligence on potential investments, including the review and analysis of leases, operating information, legal documentation, and other investment-related information, as well as touring properties, engaging with owners, brokers and other key stakeholders, and participating in interviews with tenants and service providers.
- Collaborate with leasing, asset management, property management, accounting, and other internal stakeholders to validate and optimize underwriting assumptions on new opportunities.
- Complete research and other ad-hoc analyses as required.
- Train and facilitate the development of Investments team analysts.
Key Qualifications:
- 2-5 years of work experience in commercial real estate investments, asset management, commercial banking, and/or investment sales with a minimum of 2 years in real estate development or acquisitions.
- Experience underwriting multiple property types with a preference for retail, mixed-use, office, and/or healthcare.
- Bachelor’s degree from a top-tier college or university with a strong record of academic achievement.
- Strong financial and analytical skills with advanced proficiency in Argus and Excel, a strong understanding of real estate investment metrics, and experience modeling joint ventures and distribution waterfalls.
