CareerPlan

Investment Associate

Corporate–ChicagoFull-time$125k2026-09-21 → 2026-11-11
Based in United StatesNo visa sponsorship

Core

Senior investment associate executing financial modeling, research, and presentations for student living real estate transactions and portfolio management.

Role type

Senior IC investment associate (commercial real estate)

Builds

Investment models, due diligence reports, and portfolio performance analyses for student living assets

Domain

Commercial real estate / Student housing

Required skills

Advanced financial modeling, Microsoft Excel, commercial real estate fundamentals, transaction due diligence, data analysis, stakeholder communication

Preferred skills

None stated

Technologies

Microsoft Excel, PowerPoint, Word

Responsibilities

Prepare and review financial models for origination opportunities; Gather and evaluate economic and macro fundamental data; Conduct transaction due diligence; Mentor junior analysts on financial modeling and procedures

Seniority

Senior, hands-on IC