Investment Analyst | Sr. Investment Analyst in Harwood Heights
Listed on 2026-07-06
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Finance & Banking
Financial Analyst
Investment Analyst
We are seeking a sharp, motivated Investment Analyst to join our team in downtown Chicago. This role sits at the center of our underwriting, development, and capital deployment activity, working directly with senior decision-makers on the analysis and execution of complex industrial real estate transactions. Candidates must have prior real estate underwriting experience in development and acquisitions and strong communication skills.
InvestmentUnderwriting & IC Materials
- Build, maintain, and audit project-level financial models in Excel (development cash flows, sources/uses, financing, sensitivities, scenario analysis, and returns).
- Perform market and deal-specific research (comps, rent/expense assumptions, supply/demand dynamics, capital markets context) to support underwriting of industrial acquisition and development opportunities.
- Draft and help finalize investment committee memos and supporting exhibits; synthesize key risks, mitigants, and recommendations.
- Support evaluation of partnership and joint venture structures (including public-private partnerships) and the related economics, incentives, and constraints.
- Prepare recurring updates for senior team members on pipeline, active underwriting, and key work streams.
- Create clear, organized materials for internal stakeholders to align priorities and decisions.
- Support diligence processes by coordinating information flow across internal teams and third parties (consultants, counsel, design/construction, brokers, etc.).
- Track diligence items, open questions, and deliverables; maintain clean documentation and version control.
- Assist with schedule and milestone tracking across predevelopment, entitlements/approvals, and construction planning.
- Prepare and verify construction draw requests, including review of supporting documentation, budget reconciliation, and tracking of funded amounts against project budgets.
- Serve as a key liaison between the firm's equity and debt partners, coordinating reporting, funding requests, and information flow to ensure alignment across the capital stack.
- Support budget updates and periodic reporting for projects and assets (variance analysis, key drivers, forward-looking risks/opportunities).
- Assist with annual and quarterly business planning inputs, including scenario analysis and strategic initiatives.
- Coordinate with internal teams including Investments, Asset Management, Development, and external consultants including Legal, Leasing Brokers, Design & Construction teams
- Support engagement with external stakeholders relevant to complex development and PPP processes (public agencies, community stakeholders, partners, and advisors), including preparation of presentations and materials as needed.
- Bachelor's degree in finance, real estate, economics, engineering, or a related field.
- 1-3 years of experience in real estate investing/development (industrial preferred), investment banking, private equity, lending, valuation/advisory, or a related analytical role.
- Strong Excel modeling capability; able to build and pressure-test models with limited supervision.
- Strong written communication skills-able to turn analysis into clear narrative and investor-style materials.
- Highly organized and detail-oriented; able to manage multiple concurrent priorities and deadlines.
- Comfortable operating in ambiguity and navigating complex, highly structured transactions.
- Collaborative working style; proactive follow-through and strong ownership of deliverables.
- Able to work independently and learn quickly, taking ownership of tasks with minimal direction.
- Exposure to development underwriting, entitlements/approvals, construction budgeting.
- Experience supporting investment memoranda and senior decision-makers in a fast-paced environment.
- Direct experience in industrial/logistics real estate.
At Stotan, analysts get real exposure, direct access to senior leadership, meaningful ownership of deliverables, and a front-row seat to every stage of the deal lifecycle. Our track record speaks for itself: every deal closed, every site developed, no missed deadlines. If you want to do high-impact work alongside an experienced team building an institutional-grade industrial platform, we'd like to hear from you.
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