Investment Analyst

Responsibilities

• Support underwriting of ground-up development and acquisition investment opportunities across student housing and multifamily markets nationwide.
• Help prepare internal investment committee materials and presentations.
• Prepare detailed Excel-based financial models, including development budgets, operating pro formas, sources & uses, waterfalls, and sensitivity analyses.
• Affirm evaluation of joint venture structures, and capitalization strategies.
• Perform market research and competitive analysis, including enrollment trends, supply/demand dynamics, rent comps, and operating benchmarks.
• Aid in the preparation of confidential information memoranda (CIMs), lender packages, equity pitch materials, and ad-hoc investor requests.
• Track capital markets assumptions, lender terms, and deal-specific financing metrics.
• Maintain organized investment and capital-markets files and data rooms.
• Collaborate cross-functionally with development, operations, accounting, and capital-markets teams.

Asset Management Support

• Assist with ongoing asset-level performance monitoring, including monthly and quarterly financial reviews.
• Analyze operating results versus budget and underwriting assumptions.
• Help prepare asset-level reporting for internal leadership and investment partners.
• Maintain asset-management dashboards, models, and reporting tools.