Summer 2027 Portfolio Management Analyst

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
• Cook up and assist in the completion of material for quarterly and annual investor reporting, Advisory Committee Meetings, webinars, and various internal reporting
• Aid in the establishment of fund and asset level KPIs and track performance
• Aid 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

Pay

$90,000 - $90,000 a year

Schedule

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.

Benefits

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.