Real Estate Portfolio Analytics Specialist

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

Benefits offered by this job

Discretionary bonus

Comprehensive benefits

Job summary

Harrison Street in Illinois is seeking a financial analyst to perform portfolio-level financial analysis and maintain cash flow projections. The role supports the Portfolio Management group by updating models, tracking KPIs, and preparing investor reporting materials.

A Bachelor’s degree in real estate or finance plus strong Excel and financial modeling skills are preferred. The analyst will coordinate with Acquisitions and Asset Management and use Yardi/Argus for data analysis.

Qualifications

• Bachelor’s degree in real estate 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.

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 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 for data collection and analysis.

Skills

Microsoft Excel

Financial modeling

Real estate knowledge

Finance & accounting basics

Communication skills

Education

Bachelor’s degree preferred

Tools

Yardi

Chatham

Argus

Job description

Harrison Street in Illinois is seeking a financial analyst to perform portfolio-level financial analysis and maintain cash flow projections. The role supports the Portfolio Management group by updating models, tracking KPIs, and preparing investor reporting materials.

A Bachelor’s degree in real estate or finance plus strong Excel and financial modeling skills are preferred. The analyst will coordinate with Acquisitions and Asset Management and use Yardi/Argus for data analysis.