Job Description

Marc Realty is one of the largest Full Service Commercial Real Estate Companies in the Chicagoland Area with a portfolio of over 35 properties in the best locations.

We are seeking a highly analytical and detail-oriented Senior Investment Associate to join our investment team. This position requires outstanding analytical skills and strong attention to detail. Primary functions include evaluating new investment opportunities, conducting financial analysis on existing investments, and supporting overall portfolio management decisions. The ideal candidate will have a strong background in investment underwriting and analysis, financial modeling, and market analysis.

Key Responsibilities:

• Conduct in-depth investment due diligence and financial analysis across various asset classes, including equities, fixed income, private equity, real estate, credit, and alternative investments.
• Evaluate new investment opportunities by analyzing past performance metrics for the sponsor, proposed deal structure and fees, business plan, and underwriting sensitivity analysis. Present recommendation to investment team.
• Present quarterly reports on existing investments, including a summary of how each deal has performed compared to the original underwriting, an analysis of the fees and waterfall structure, expected returns, and recommendations.
• Prepare detailed investment memos, presentations, and reports as needed to support decision-making by senior management and the investment team.
• Track and evaluate the performance of existing investments, recommending adjustments as necessary. Maintain a high-level understanding of all deals in your portfolio.
• Create and maintain relationships with new and existing investment sponsors.
• Develop and maintain complex financial models to evaluate potential investments and portfolio performance.
• Monitor macroeconomic trends, industry developments, and market conditions to identify risks and opportunities.
• Support asset allocation and portfolio construction efforts, ensuring alignment with the team's investment objectives and risk tolerance.

Qualifications:

• Bachelor's degree in Finance, Economics, Accounting, or a related field; MBA or CFA designation preferred.
• 3+ years of experience in investment analysis, asset management, finance, real estate, private equity, or related fields.
• Strong proficiency in financial modeling, valuation techniques, and investment research.
• Deep understanding of financial markets, investment instruments, and risk management principles.
• Excellent analytical and quantitative skills, with the ability to synthesize complex data into actionable insights.
• Strong written and verbal communication skills, with experience presenting investment recommendations.

Job Type: Full-time

Pay: $100,000 per year

Benefits:

• 401(k)
• Dental insurance
• Flexible spending account
• Health insurance
• Life insurance
• Paid time off
• Referral program
• Tuition reimbursement
• Vision insurance

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