Real Estate Portfolio Analytics Analyst

Harrison Street; Chicago, Northern (IL, KY); Hybrid; USD 81,000 - 99,000; Full time

Benefits offered by this job

Discretionary bonus

Medical benefits

Wellness program

Job summary

Harrison Street Asset Management (HSAM) is seeking an entry-level financial analyst to support Portfolio Management in real estate, infrastructure and credit strategies. The role is based in Chicago and involves learning fast while handling multiple tasks and deadlines.

You will build and update portfolio models in Excel, prepare investor materials, and coordinate with acquisitions, asset management and client services. A base salary of $90,000 plus discretionary bonus and benefits is offered.

Qualifications

• Bachelor’s degree or work experience in real estate and/or finance preferred.
• Proficient in Microsoft Excel and financial modeling.
• Core knowledge of real estate principles, finance and accounting.
• High attention to detail, organized, and self-directed eager to learn.
• Strong written and verbal communication skills.
• Entry level position, but previous real estate analysis experience is a plus.

Responsibilities

• Overall financial analysis responsibilities for the Portfolio Management group.
• Update and maintain portfolio financial projection models to calculate and project fund level cash flows and returns.
• Maintain Portfolio investment and diversification summary for presentation to the firm’s Investment Committee.
• Monitor Fund level financial performance to identify and communicate opportunities and threats.
• Coordinate and assist in the completion of material for quarterly and annual investor reporting.
• Advisory Committee Meetings, webinars, and various internal reporting.
• Assist in the establishment of fund and asset level KPIs and track performance.
• Assist the portfolio management team’s efforts toward the implementation of a firmwide data platform by validating historical and new data
• Analyze sector, strategy and partner performance.
• Analyze the financial impact of proposed capital events (sales, refinances, etc.) to the fund performance.
• Work closely with Acquisitions and Asset Management to incorporate new investments into the Funds and monitor on-going asset level performance.
• Participate in the annual business planning and valuation process.
• Coordinate with Client Services and Marketing and Accounting groups to processes and respond to investor requests.
• Utilize third party applications (Yardi, Chatham, Argus, etc.) for data collection and analysis.

Skills

Excel

Financial modeling

Attention to detail

Written communication

Verbal communication

Education

Bachelor's degree or work experience in real estate or finance

Tools

Yardi

Chatham

Argus

Job description

Harrison Street Asset Management (HSAM) is seeking an entry-level financial analyst to support Portfolio Management in real estate, infrastructure and credit strategies. The role is based in Chicago and involves learning fast while handling multiple tasks and deadlines.

You will build and update portfolio models in Excel, prepare investor materials, and coordinate with acquisitions, asset management and client services. A base salary of $90,000 plus discretionary bonus and benefits is offered.