Investment Analyst / Associate

Outrigger Industrial; Chicago (IL); On-site; USD 60,000 - 80,000; Full time

Job summary

A leading real estate investment firm in Chicago seeks an Investment Analyst / Associate to support senior management in investment operations. The role involves creating underwriting models, preparing investment presentations, and conducting market research. Ideal candidates have a Bachelor’s Degree and 0-5 years of experience in real estate finance, with strong skills in Excel and PowerPoint. This role offers a collaborative work environment with high ethical standards.

Qualifications

• 0-5 years’ experience in commercial/industrial real estate development and/or real estate finance/investment banking.
• High proficiency in Excel and PowerPoint with complex modeling expertise.

Responsibilities

• Support senior management in operations of various business units.
• Create and manage underwriting models for prospective investments.
• Prepare investment presentations and packages for constituents.

Skills

Excel proficiency

PowerPoint proficiency

Analytical skills

Communication skills

Education

Bachelor’s Degree in Business, Economics, Finance or Real Estate

Tools

Argus Enterprise

Job description

We are recruiting for an Investment Analyst / Associate to join our team in Chicago. This employee will work collaboratively supporting the Outrigger team across the country in both investments/underwriting and investment management.

Responsibilities are broad and directly impact key operations of the business.

Your Mission

• Support senior management of the Outrigger team in matters related to the successful operation of various business units
• Create and manage underwriting models for prospective investments including analysis of debt and equity capitalization options and related returns and distribution waterfalls
• Prepare investment presentations and packages for institutions, investors, lenders, partners, and other constituents
• Compile market research data on existing and proposed competing properties, sales, and leasing comparables, and other macro and micro market factors
• Assist with project entitlement processes and other applicable project approvals
• Coordinate due diligence and closing relating to project specific requirements and CA’s diligence checklist; coordinate lender and equity partner due diligence process/requests
• Review performance of investments compared to initial underwriting
• Assist in future capital events including refinances, recapitalizations and dispositions
• Professionally represent Outrigger to the broader real estate community (ex. brokers, capital partners, and other service providers)

Your Track Record

• Bachelor’s Degree in related field, such as Business, Economics, Finance or Real Estate
• A minimum of 0-5 years’ experience in commercial/industrial real estate development and/or real estate finance/investment banking
• High proficiency in Excel and PowerPoint and technical expertise with complex modeling
• Proficiency in Argus Enterprise is a plus

Your Style

• Confidence to work independently, yet within a highly collaborative and entrepreneurial environment required
• Excellent technical, analytical, organizational and communication skills required
• Articulate/polished communication skills (listening, verbal & written) required
• Excellent organizational skills including strong follow-through and multi-tasking skills within a fast-paced environment required
• High ethical standards and strong work ethic