Analyst-Investment Management

AMLI Residential; Chicago (IL); On-site; USD 65,000 - 70,000; Full time

Benefits offered by this job

Year-end bonuses

Apartment rent discount

Medical, Dental, Vision

Job summary

AMLI Residential in Chicago is seeking a recent or upcoming graduate to join our Analyst program. You will perform financial and economic analysis to support Acquisition & Disposition and Asset Management, collaborating with Accounting, Development and Asset Management teams.

You will participate in AMLI's 2 year Investment Analyst Program, gaining exposure across the firm's real estate investment and management platform and cross-training in multiple disciplines.

Qualifications

• Bachelor's degree in Finance, Economics or Business Administration required.
• 0–2 years of experience in economics, finance or related field preferred.
• Ability to analyze financial data, identify trends and report findings to management.
• Advanced Excel and willingness to learn AI tools for data analysis and modeling.

Responsibilities

• Screen investment proposals and prepare rental market surveys, rent roll analyses, acquisition models and investment memos.
• Analyze portfolio performance and assist monthly model updates and rent-growth forecasts.
• Support new investment underwriting for development projects.
• Perform hold/sell analyses based on financial factors and macro trends.
• Assist with quarterly reporting to joint venture partners and annual budget package.
• Help prepare the Investment Dashboard and participate in cross-training opportunities.

Skills

Analytical thinking

Excel proficiency

AI tools interest

Education

Bachelor's Degree in Finance, Economics, or Business Administration

Tools

Microsoft Excel

Business Intelligence

Job description

We have a great opportunity! AMLI Residential is seeking a recent or upcoming graduate for our Analyst opening in our Chicago headquarters. In this role, you will be responsible for financial and economic analysis to support the Acquisition & Disposition and Asset Management departments. You will have the opportunity to work closely with the Accounting, Development, and Asset Management teams. Additionally, you will participate in AMLI's 2 year Investment Analyst Program, which will provide exposure and cross-training across the company's vertically integrated real estate investment and management platform. This is an excellent opportunity for someone looking to start a career in real estate and gain valuable experience in a dynamic company.

Essential Functions

• Assist with the initial screening of investment proposals to determine fit with AMLI's investment objectives - including preparing rental market surveys, rent roll analyses, acquisition models, investment memos, and investment committee presentations.
• Analyze and monitor the performance of the existing portfolio. Assist in completing monthly model updates, including economic forecasts of supply/demand and impact on projected rent growth.
• Assist AMLI's Development department with new investment underwriting.
• Complete hold/sell analyses based on financial and macroeconomic factors.
• Assist with financial and market performance reporting to joint venture partners, including quarterly reports and the annual budget package.
• Assist with the annual preparation of the Investment Dashboard.
• Cross-Training opportunities: Business Intelligence, Property Management, Financial Reporting, Construction cost accounting and estimating, and Pricing Analysis. TRAVEL: Minimal travel is required. Ability to shadow the Head of Acquisitions and Dispositions for an annual property tour and a regional Development Head for an annual development tour.

Requirements

• Bachelor's Degree in Finance, Economics, or Business Administration required
• Experience in Real Estate/Asset Management and 0-2 years of experience in economics, finance, or related experience is preferred.
• Ability to effectively and efficiently analyze financial and other numerical data, assess trends, variances, and causes, and confidently report findings and recommendations to senior management.
• Advanced Microsoft Office Excel required. Strong interest in leveraging Artificial Intelligence (AI) tools (e.g., for data analysis, financial modeling support, market research, and workflow automation). The ability to learn and adapt to new software applications quickly is also required.

Benefits

AMLI offers the following benefits to meet the needs of AMLI employees and their families:

• $65,000 - $70,000 (based on experience) plus year-end bonuses.
• Generous Apartment Rent Discount at any AMLI apartment
• Medical, Dental, and Vision Coverage
• 401(k) Company Match
• Life Insurance, Long Term Disability, Short-Term Disability, and Parental Leave
• Tuition Reimbursement
• Paid Time Off (PTO) - 20 days + 9 paid holidays. PTO increases with tenure. AMLI is a leading national owner, operator, and developer of luxury multifamily communities and is a wholly-owned subsidiary of PRIME Property Fund managed by Morgan Stanley Real Estate. We have committed to protecting the environment through sustainable development and operations to conserve natural resources and create healthier places to live and work. AMLI is an equal employment opportunity employer that encourages personal and professional growth. Our office is located in downtown Chicago, close to all public transportation. AMLI is an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for all employees. The Company may utilize artificial intelligence, as permitted by law, in its recruitment, hiring, promotion, discipline, discharge, or other employment-related activities. Any artificial intelligence used will not have the effect of subjecting employees to discrimination on the basis of any protected class under federal, state, or local law, nor will the artificial intelligence use zip code data as a proxy for protected class information.