Summer 2027 Portfolio Management Analyst

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

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;

Requirements

• 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 individual eager to learn;


• Strong written and verbal communication skills;

$90,000 - $90,000 a year For Illinois Only: The expected base salary for this position is $90,000. Actual salaries may vary based on a number of factors, including skills, experience, and qualifications. In addition to base salary, total compensation at Harrison Street includes a generous discretionary bonus, along with a comprehensive range of benefits — including medical, financial, and wellness programs — designed to support our employees both professionally and personally.

Harrison Street is proud to be an equal opportunity employer committed to diversity, equity and inclusion in the workplace and is an affirmative action employer. All qualified applicants will receive consideration for employment without regard to veteran status, uniform service member status, race, color, religion, sex, national origin, age, physical or mental disability, genetic information or any other protected class under federal, state, or local law. If you require accessibility assistance applying for open positions, please contact our ADA Accessible Line at [phone] or [e-mail]. All information you provide will be kept confidential and will be used only to the extent required to provide needed reasonable accommodations.