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Investment Analyst Assistant Jobs (NOW HIRING)

The Investment Analyst will support investment activities across Acquisitions & Development, Asset ... Key Responsibilities Acquisitions & Development * Assist in underwriting new acquisition and ...

Contributes perspectives on the investment environment to assist in portfolio construction and ... Analyze investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and ...

Contribute to investment analyses, educational pieces, and presentations for the Family Office Group, clients, and prospects. * Assist with asset allocation modeling and portfolio analytics that ...

Investment Analyst

San Rafael, CA · On-site

$108K - $133K/yr

The Investment Analyst role is an opportunity to join a private Bay Area investment company ... Identify issues, assist in reconciling differences, and report on findings. Raise areas of concern ...

... * Assist in assembly of data for Investment Committee. * Participate in Investment Committee ... analysis * Help with the creation of presentations for use in client and sales meetings. EDUCATION ...

Contributes perspectives on the investment environment to assist in portfolio construction and ... Analyze investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and ...

The Investment Analyst role is an opportunity to join a private Bay Area investment company ... Identify issues, assist in reconciling differences, and report on findings. Raise areas of concern ...

Contributes perspectives on the investment environment to assist in portfolio construction and ... Analyze investment impacts to NAIC RBC and statutory capital, leading capital adequacy insights and ...

... * Assist in the development and integration of technology initiatives * Supporting the Investment ... We seek individuals that possess the analytical skills and ability to organize and interpret ...

Develop relationships with brokers and other industry participants and assist with sourcing new investment opportunities. * Utilize Excel, ARGUS, ProCalc, and other financial/analytical software ...

Contribute to investment analyses, educational pieces, and presentations for the Family Office Group, clients, and prospects. * Assist with asset allocation modeling and portfolio analytics that ...

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Investment Analyst Assistant information

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How much do investment analyst assistant jobs pay per year?

As of Sep 13, 2026, the average yearly pay for investment analyst assistant in the United States is $71,673.00, according to ZipRecruiter salary data. Most workers in this role earn between $49,000.00 and $83,500.00 per year, depending on experience, location, and employer.

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Full-time

Medical, Dental, Vision, Retirement, PTO

Posted 16 days ago


Job description

Article Student Living is hiring an Investment Analyst to join our Investments team. The Investment Analyst will support investment activities across Acquisitions & Development, Asset Management, and Debt Capital Markets. You will provide financial underwriting, modeling, and support for new investments and developments, and for the ongoing performance and financing of Article's national student housing portfolio. We offer exposure to the full life cycle of student housing investments and close collaboration with senior investment professionals.

Article Student Living provides the best experience for student residents living in our communities. We do this by putting people first, both our employees and our residents. We believe in investing in our people through training and support, generous employee benefits and perks, and opportunities for career advancement as we grow throughout our portfolio.

You will report to the Vice President of Investments.

You will work onsite at our Chicago, IL office and may travel up to 10%.

The salary range for this role is $75K - $85K, plus an annual bonus.

Key Responsibilities

Acquisitions & Development

  • Assist in underwriting new acquisition and development opportunities by building detailed financial models, including return projections, sensitivity analyses, and partnership structures
  • Contribute to the preparation of investment committee materials, board presentations, and equity partner packages that clearly present deal assumptions and risks
  • Provide support in the transaction processes, including coordinating due diligence, communications with lenders, equity partners, and internal stakeholders, and assisting with other closing activities
  • Conduct market research on student housing supply, demand, comps, and broader trends to inform investment strategy

Asset Management

  • Support asset managers in monitoring property and portfolio performance versus budgets and business plans, and prepare reporting materials for investors, lenders, and capital partners
  • Contribute to annual business plans and asset strategies by assembling data, updating models, and tracking progress on initiatives
  • Collaborate with property management on budgets, leasing strategies, and capital projects to maximize asset value
  • Provide valuation and analytical support, including appraisal reviews, hold/sell analyses, and financial modeling for refinancing, recapitalization, and disposition opportunities

Debt Capital Markets

  • Support the evaluation, structuring, and execution of financing opportunities for new and existing investments
  • Assist with debt underwriting, lender due diligence, and covenant compliance across the portfolio
  • Maintain reporting and analyses of debt positions, refinancing opportunities, and market conditions

Qualifications

  • Bachelor’s degree in Finance, Real Estate, Economics, Engineering, or a related field
  • 1–2 years of experience in real estate investment, development, brokerage, investment banking, or related field
  • Foundational knowledge of financial modeling, discounted cash flow (DCF) analysis, and joint-venture waterfall structures
  • Proficiency in Microsoft Excel and PowerPoint; ability to build and manage complex financial models

Professional Demeanor & Work Style

  • Strong analytical skills, attention to detail, and ability to clearly communicate findings
  • Organized and adaptable, with the capacity to manage multiple priorities in a fast-paced environment
  • Collaborative team player with a proactive work ethic and willingness to take initiative
  • Professional presence with intellectual curiosity and eagerness to learn all aspects of real estate investment and capital markets
  • Exhibits each of Article’s core values: authenticity, agility, accountability, and being all-in

Our Benefits

  • Comprehensive health coverage: medical (PPO or HSA), dental, and vision
  • Flexible PTO and 13 paid holidays
  • 401(k) with 100% match up to 5%
  • Paid parental leave
  • Pay on demand
  • Annual performance review and bonus program

 

Equal Opportunity Statement              

Article Student Living is an Equal Opportunity Employer. We value diversity and are committed to creating an inclusive environment for all employees. We do not discriminate based on race, religion, color, national origin, gender, sexual orientation, age, marital status, veteran status, or disability status.