Financial Analyst

Client Overview

A well-regarded private equity investment manager focused on real estate, with more than $6 billion in committed capital, is hiring a Finance Analyst for its Chicago team. This position is a strong fit for an early-career professional who wants hands-on exposure to investment performance analysis, portfolio valuation, investor communications, capital planning, and portfolio strategy within a sophisticated institutional platform.

The role provides broad visibility across several parts of the business and includes regular interaction with senior leaders, institutional investors, lenders, and investment partners around the world. You will be part of a compact, collaborative finance group and contribute to meaningful projects that support the firm’s investment platform and decision-making.

What You Will Do

• Support the investment platform by contributing to key financial and strategic initiatives.
• Help prepare investor-facing presentations, quarterly and annual reporting materials, and business plan documents for institutional investors and advisory boards.
• Review portfolio performance, assess investment outcomes, analyze valuation inputs, and provide financial insights that support strategic decisions.
• Assist with market research and analysis to inform investment and portfolio-related work.
• Participate in fund operations and capital management tasks such as cash planning, forecasting, funding coordination, and liquidity tracking.
• Work with investment teams, operating partners, lenders, and finance colleagues across regions to keep information accurate, timely, and well-coordinated.
• Contribute to governance and compliance work tied to operating a large-scale private investment platform.

Requirements

• CPA, CPA candidate, or finance/accounting professional with 1 to 3 years of experience.
• Experience in public accounting, audit, advisory, transaction services, valuation, corporate finance, or a similar area.
• Bachelor’s degree in Accounting, Finance, or a related field.
• Interest in real estate, private equity, investment management, or alternative investments.
• Strong analytical ability and sound critical thinking skills.
• High attention to detail and a strong commitment to producing quality work.
• Self-driven, proactive, and willing to learn.
• Strong written and verbal communication skills.
• Ability to work effectively in a collaborative, fast-moving environment.

Equal Opportunity Statement

The employer is committed to maintaining a diverse workplace and provides equal employment opportunities. Hiring, training, promotion, recruitment, and other employment decisions are made without regard to race, color, religion, gender, national origin, age, sexual orientation, marital status, veteran status, disability, or any other legally protected characteristic.