Responsibilities:
- Overall financial analysis responsibilities for the Portfolio Management group;
- Track and monitor restrictions and requirements set forth in fund documents and investor side letters;
- Maintain portfolio construction models and Investment Committee presentation materials;
- Monitor fund liquidity and facilitate investor capital calls and distributions;
- Work closely with Acquisitions, Asset Management, Accounting, and Tax to incorporate new investments into the funds and monitor on-going asset level performance;
- Participate in the annual business planning and the quarterly valuation process;
- Utilize third party applications (Yardi, iLevel, Chatham, Argus, etc.) for data collection and analysis;
- Analyze sector, strategy, and partner performance;
- Fulfill monthly and quarterly investor and consultant requests (typically Excel-based), including the coordination of internal information gathering, analysis, and the overall responsibility for timely and accurate completion of requests;
- Coordinate and assist in the completion of materials for various ad hoc investor and internal requests;
- Create and maintain portfolio financial projection models to calculate and project fund level cash flows and returns;
- Assist in the establishment of fund and asset level KPIs and track performance;
- Monitor fund-level financial performance to identify and communicate opportunities and threats;
- Analyze the financial impact of proposed capital events (sales, refinances, etc.) to fund performance;
- Assist the Portfolio Management team's efforts in implementing firmwide data platforms by validating historical and new data;
- Other duties as assigned
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.
- Entry level position, but previous real estate analysis experience is a plus
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What We Do
Harrison Street is one of the leading investment management firms exclusively focused on alternative real assets. Since inception in 2005, the firm has created a series of differentiated investment solutions focused on demographic-driven, needs-based assets. The firm has invested across senior housing, student housing, build-to-rent, healthcare delivery, life sciences and storage real estate as well as social, utility and digital infrastructure. Headquartered in Chicago and London, with offices throughout North America, Europe and Asia, the firm has more than 290-employees and approximately $55 billion in assets under management. Clients of the firm include a global institutional investor base domiciled in North America, Europe, Middle East, Asia and Latin America. Harrison Street was awarded Best Places to Work by Pensions & Investments for ten years (2014-2020, 2022-2024) and since 2019 has won 15 awards from PERE, including three for the 2023 Awards: Alternatives Investor of the Year – Global, Data Centers Investor of the Year – North America, and ESG Firm of the Year - North America. Harrison Street did not pay any compensation in exchange for the aforementioned awards. For more information, please visit www.harrisonst.com. Assets under management ("AUM") reflects AUM for the Firm’s investment advisory and asset management clients. The information contained on this site is for informational purposes only and should not be considered as investment advice or as a recommendation of any particular strategy or investment product. This profile should not be considered as a solicitation for services *As used in this website, unless the context otherwise requires, "Harrison Street," “HSRE”, “HS” or the "Firm" refers collectively to Harrison Street Real Estate Capital LLC, its subsidiaries, including Harrison Street Advisors.
