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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Overview

Confidential Client, a global firm in the Accounting & Finance sector, is hiring a Summer 2027 Portfolio Management Analyst in Chicago, IL. This is a full-time, entry-level analyst role within the Portfolio Management group focused on financial analysis, fund-level performance tracking, and supporting investor reporting and committee materials.

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What You’ll Do

• 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 summaries for presentation to the Investment Committee
• Monitor fund-level financial performance to identify and communicate opportunities and threats
• Coordinate and assist in preparing materials for quarterly and annual investor reporting, Advisory Committee meetings, webinars, and internal reporting
• Assist in establishing fund- and asset-level KPIs and track performance
• Support firmwide data platform implementation by validating historical and new data
• Analyze sector, strategy, and partner performance
• Analyze the financial impact of proposed capital events (sales, refinances, etc.) on fund performance
• Work closely with Acquisitions and Asset Management to incorporate new investments into funds and monitor ongoing asset-level performance
• Participate in the annual business planning and valuation process
• Coordinate with Client Services, Marketing, and Accounting to process and respond to investor requests
• Utilize third-party applications (e.g., Yardi, Chatham, Argus) for data collection and analysis

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Qualifications

• Bachelor’s degree or equivalent 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
• Ability to work with large data sets and maintain strong attention to detail
• Strong written and verbal communication skills
• Dependable, self-starting, organized, and eager to learn
• Entry-level position — previous real estate analysis experience is a plus

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Compensation & Benefits

• Base salary: $90,000 per year
• 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.
• In addition to base salary, total compensation includes a discretionary bonus and a comprehensive benefits package (medical, financial, and wellness programs).

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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.