About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Confidential Client is hiring an entry-level Investment Advisors Consultant to support real estate investment advisory and wealth management projects. You will work on financial analysis, modeling, reporting, and client-facing deliverables that support portfolio strategy, asset management, acquisition/disposition, and project feasibility.

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What You’ll Do

• Work with investors on real estate portfolio strategy, investment analysis, asset positioning, asset management, benchmarking, and programming.
• Support financial analysis, project budgeting, acquisitions, dispositions, development advisory, due diligence, entitlements, and project feasibility studies.
• Build and maintain financial models and forecasts using Excel and Argus; incorporate financial data into clear, defensible models.
• Prepare written financial reports that translate complex analysis into clear narratives, charts, and presentations.
• Participate in client meetings and site visits; synthesize information gathered from senior management and other stakeholders to inform analysis and recommendations.
• Contribute to team deliverables, collaborate across disciplines, and support senior staff on client projects.

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Qualifications

• Bachelor’s degree in Business Administration, Real Estate Development, Finance, or a related field.
• Minimum cumulative GPA of 3.0 (academic success demonstrated).
• Understanding of real estate investment and finance analytics.
• Experience assisting with development or construction projects is a plus.
• Strong technical aptitude with MS Word, Excel and PowerPoint.
• Experience with financial modeling is preferred.
• Excellent written and verbal communication skills and the ability to present complex information clearly.

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Location & Travel

• Primary work location: Chicago, IL (Chicago Riverside Plaza).
• This exempt position may require local, national, and occasional international travel.
• Our client follows a flexible “Workplace for Your Day” approach — primarily in-person while accommodating team and supervisor-level flexibility.

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Compensation & Benefits

• Base salary (representative for CO, IL, OH, and MA locations): $75,000 per year.
• Eligible staff may receive benefits including health, dental, vision, disability, and life insurance; 401(k); Flexible Time Off and holidays; business travel reimbursement; and other programs depending on hours worked and location.
• Compensation decisions consider responsibilities, education, experience, skills, and geography.

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Additional Hiring Details

• Candidates must be legally authorized to work in the United States without sponsorship, except for qualified candidates bilingual in Japanese/English or Chinese/English (as noted by the client).
• Confidential Client is committed to equity, diversity, and inclusion and maintains a drug-free workplace.
• This posting is for an entry-level role; early-career hires may receive standardized market-based starting salaries within the hiring group.

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Skills & Keywords (for candidate matching)

• Real estate investment analysis
• Financial modeling (Excel, Argus)
• Asset management
• Acquisition & disposition support
• Investment strategy — entry-level

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.