Investment Analyst

National Equity Fund • Full-time • Chicago, IL • 2m ago

Investment Analyst

Locations: Chicago, IL

Role Summary

The Investment Analyst will maintain and audit fund models within the NEF investment portfolio. Determine fund capital needs, conduct economic analysis, and contribute to the investor reporting process. Expand the company’s technology platform as it relates to the Fund Management function.

What You’ll Do

Maintain and audit investment models for all funds
Model economic impact/ IRR of property investments and incremental impact to funds
Determine fund capital needs and call capital from investors as needed
Compile information necessary to provide investor quarterly reports
Respond to investor requests and inquiries, including but not limited to fund and property performance
Conduct economic analysis including changes to project equity and benefits for other internal departments
Contribute to the annual portfolio tax reporting effort, including overseeing variance explanations of actual property performance from projections
Create and implement efficiencies for the Fund Management group
Perform other duties as assigned or requested

Required Qualifications

2 - 3 years of experience in real estate investments or the financial field, and college graduates with a strong background will also be considered.
A minimum B.A. in finance, economics, accounting, business administration, or equivalent job experience. Pursuit of the CFA charter is a plus.
Proficient in Microsoft Excel with a preference towards financial modeling. Additional enterprise and technical software experience, including but not limited to Power BI and dashboards a plus.
The ideal candidate should be analytical, have a broad knowledge of financial markets, and have a conceptual understanding of limited partnerships.

About the Employer

National Equity Fund, Inc. (NEF) is a leading non-profit, multi-family, affordable, real estate investment manager with a mission to create and deliver innovative, collaborative financial solutions to expand the creation and preservation of affordable housing. Through its Low-Income Housing Tax Credit (LIHTC) syndication platform and its lending and investing platforms, NEF generates opportunities rooted in its vision that increased access to affordable housing empowers every individual and family to reach their full potential.

Since being founded in 1987, NEF has invested nearly $30 billion, representing approximately 275,000 new or preserved affordable homes for individuals, families, and communities in need across the country. NEF is Chicago-based and has donated more than $280 million in grants to support its affiliate LISC's nationwide community development work. To learn more about NEF's impact, innovative financial solutions, and opportunities, visit www.nefinc.org.

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