Consultant, Daily Valuation & NAV Accounting

Reporting to the Manager, Daily Valuation & NAV Accounting, this role supports a growing daily valuation services practice by working with institutional real estate clients, appraisers, valuation teams, and internal stakeholders to support NAV calculations and share-price reporting.

About the role

This is a specialized opportunity to work at the intersection of commercial real estate valuation, accounting, financial analysis, and analytics while contributing to the continued growth of an evolving service offering. The role is hybrid and open to candidates anywhere in the United States, preferably Chicago.

• Specialized expertise: Build deep expertise in commercial real estate valuation, accounting, NAV reporting, and financial analytics through work with institutional real estate portfolios and sophisticated clients.
• Ownership and influence: Join a growing service line where your ideas and expertise can directly shape how daily valuation services are delivered, improving processes and workflows.
• Breadth and visibility: Work across valuation, accounting, appraisal, and client teams, gaining exposure to the full lifecycle of daily NAV reporting and valuation updates.
• Career growth: As the practice grows, deepen technical expertise, take on increasing ownership, and grow toward broader leadership or subject matter expert responsibilities.

Responsibilities

• Support daily valuation and NAV calculations by reviewing financial information, property values, debt positions, equity calculations, and working capital adjustments to ensure accurate and timely valuation reporting.
• Coordinate valuation updates with appraisers, engagement teams, clients, and other stakeholders to collect and incorporate updated property valuations and information throughout the quarter.
• Support material event analysis by identifying and assessing events such as new leases, bankruptcies, and other significant market or property developments that may affect valuation.
• Own assigned client engagements, managing timelines, organizing information, tracking deliverables, and communicating with teams and stakeholders.
• Improve processes and build structure by reviewing existing workflows, templates, and documentation to identify opportunities for standardization, automation, and improved efficiency.
• Help modernize workflows by identifying opportunities to improve, standardize, automate, and modernize processes, including evaluating emerging technologies like AI.
• Build expertise and contribute to the team by learning from experienced colleagues and developing subject matter expertise over time.

Requirements

• Accounting and valuation foundation: Experience in accounting, financial analysis, and commercial real estate, with an understanding of how property performance, debt, valuations, and other financial inputs affect NAV and investment reporting.
• Analytical capability: Comfort interpreting complex financial information, identifying trends and variances, and using sound judgment to develop projections and recommendations. Strong Excel skills, including financial modeling, budgeting, and variance analysis.
• Systems experience: Experience with accounting or financial systems and the ability to learn new tools quickly. Familiarity with platforms such as Yardi, MRI, or JD Edwards is an asset.
• Project management skills: Ability to manage multiple engagements and deadlines, create clear plans, identify at-risk deliverables, and communicate effectively when priorities or timelines change.
• Communication style: Ability to build effective working relationships with clients, appraisers, colleagues, and stakeholders with different backgrounds and levels of technical expertise.
• Ownership mindset: Self-starter who takes initiative, works independently, and is comfortable operating in an evolving environment where processes are still being developed.

Qualifications

A CPA and/or MAI designation would be an asset but is not required.