Portfolio Management Analyst
connect searchOak Park, IL
Portfolio Management Analyst
connect searchOak Park, ILSenior L5
Portfolio Management and Investment AdviceMiscellaneous Financial Investment ActivitiesTrust, Fiduciary, and Custody Activities
APPLY NOW (opens in a new tab)A real estate investment firm is seeking a Portfolio Management Analyst to support fund performance, portfolio analytics, valuations, capital management and investor reporting. This is a highly visible role for someone who wants exposure across the full investment management lifecycle, working with acquisitions, asset management, accounting, capital markets, investor relations and senior leadership.
What You’ll Do:
- Track fund and portfolio performance, including IRR, equity multiples and other key return metrics
- Build and maintain fund-level models, waterfalls and cash flow forecasts
- Support quarterly valuations, NAV analysis and investor reporting
- Analyze capital activity, liquidity, reserves and fund-level return impacts
- Prepare portfolio dashboards, performance summaries and decision-support materials
- Support acquisitions, dispositions, refinancings and other fund-level initiatives
- Assist with LP requests, fundraising materials and track record analysis
- Improve reporting, data quality and analytical workflows through automation and AI tools
- What We’re Looking For1–3 years of experience in real estate private equity, investment banking, finance or a related analytical role
- Strong Excel-based financial modeling skills
- Exposure to fund structures, portfolio analytics or investor reporting is a plus
- Strong attention to detail and ability to manage multiple deadlines
- Clear written and verbal communication skills
- Interest in using technology and AI to improve analytical workflows
- Why Consider It?
- Broad exposure across investments, portfolio management and fund operations
- Significant interaction with senior leadership
- Strong mix of modeling, analysis and strategic work
- Opportunity to understand how a real estate investment platform operates at the fund level
- Meaningful responsibility early in your career
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Level
Senior L5
Location
Oak Park, IL
Occupation
Financial and Investment Analysts
Industry
Portfolio Management and Investment Advice
Posted
11 days ago