Summer 2027 Portfolio Management Analyst

Posted 3 Days Ago
Be an Early Applicant
Chicago, IL, USA
Hybrid
90K-90K Annually
Entry level
Financial Services
The Role
Supports portfolio management through financial modeling, fund cash flow and return projections, performance monitoring, KPI tracking, investor reporting, capital event analysis, valuation, and data validation. The analyst works with Acquisitions, Asset Management, Client Services, Marketing, and Accounting teams, using Excel and real estate finance applications including Yardi, Chatham, and Argus.
Summary Generated by Built In

Harrison Street Asset Management ("HSAM") is a leading global alternative investment management firm focused on real estate, infrastructure, and credit strategies across North America and Europe. Headquartered in Chicago, Toronto, and London with offices across North America, Europe, Asia and the Middle East, the firm has over $108 billion in assets under management on behalf of institutional investors and registered investment advisors globally.

Founded on a culture of innovation, HSAM is an early mover in alternative real estate and mid-market infrastructure. Today, the firm’s global team, consisting of more than 520 professionals, is committed to creating long-term value through deep sector expertise and forward-thinking strategies.

Candidates should be dependable, self-starters, and have a strong desire to learn and problem solve. Candidates should possess broad-based analytical skills and have knowledge of and/or the desire to learn the following: accounting concepts and financial statements, large amounts of work in Excel including working with models, ability to manipulate large data sets, and superior written and oral communication skills. The individual must be able to effectively allocate time between multiple immediate, short and medium-term tasks, changing priorities, strict deadlines and provide analytical support for multiple people within management. 

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. 

    • Entry level position, but previous real estate analysis experience is a plus 

Skills Required

  • Bachelor's degree
  • Work experience in real estate and/or finance
  • Proficiency in Microsoft Excel
  • Financial modeling experience
  • Knowledge of real estate principles, finance, and accounting
  • Strong analytical skills and ability to manipulate large data sets
  • High attention to detail and strong organizational skills
  • Self-directed and eager to learn
  • Strong written and verbal communication skills
  • Ability to manage multiple tasks, changing priorities, and strict deadlines
  • Previous real estate analysis experience
Am I A Good Fit?
beta
Get Personalized Job Insights.
Our AI-powered fit analysis compares your resume with a job listing so you know if your skills & experience align.

The Company
HQ: Chicago, Illinois
372 Employees
Year Founded: 2005

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.

Similar Jobs

Cox Enterprises Logo Cox Enterprises

Sales Strategy & Enablement Director

Artificial Intelligence • Automotive • Greentech • Information Technology • Machine Learning • Software • Cybersecurity
Remote or Hybrid
United States
30000 Employees
135K-225K Annually
Remote or Hybrid
11 Locations
2449 Employees
71K-127K Annually

Grainger Logo Grainger

Director, Product Engineering - Search

eCommerce • Information Technology • Retail • Industrial
Hybrid
Chicago, IL, USA
26000 Employees
176K-294K Annually

Grainger Logo Grainger

Senior Software Engineer

eCommerce • Information Technology • Retail • Industrial
Hybrid
Lake Forest, IL, USA
26000 Employees
105K-174K Annually

Similar Companies Hiring

Granted Thumbnail
Artificial Intelligence • Healthtech • Insurance • Mobile • Financial Services
New York, New York
23 Employees
Hanover Park Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
42 Employees
Onshore Thumbnail
Artificial Intelligence • Fintech • Software • Financial Services
New York, New York
60 Employees

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account