Portfolio Management Analyst

Mundelein, IL Open
Cobalt Recruitment is looking for Portfolio Management Analyst in Mundelein, IL. This local job opportunity with ID 3875692018 is live since 2026-10-08 02:36:41.

Job Description

A high-growth real estate investment platform is seeking an Analyst to join its growing Portfolio Management team. This is an opportunity for an early-career real estate or finance professional to gain broad exposure across portfolio strategy, investment analysis, asset management, and transaction execution.


Key Responsibilities

  • Build and maintain portfolio and fund-level financial models
  • Prepare portfolio reporting, performance analysis, and presentation materials
  • Analyze portfolio performance, including actual vs. budget, forecasts, and key operating trends
  • Evaluate portfolio composition, financing and capital structure, and potential exit opportunities
  • Partner with Asset Management, Acquisitions, and FP&A to support investment decision-making
  • Assist with portfolio reviews, budgeting, forecasting, and financial reporting
  • Support acquisition, financing, and other transaction execution
  • Identify asset and portfolio-level opportunities to improve financial performance
  • Help develop scalable reporting and analytical processes using technology and business intelligence tools


Qualifications

  • 1–3 years of experience in real estate, investment banking, private equity, FP&A, or a similar analytical role
  • Bachelor’s degree in Finance, Real Estate, Economics, Accounting, or a related field
  • Strong Excel and financial modeling skills
  • Strong quantitative and analytical abilities
  • Ability to read and interpret financial statements
  • Excellent attention to detail and organizational skills
  • Strong written and verbal communication skills
  • Ability to manage multiple priorities in a fast-paced environment
  • Real estate experience preferred but not required
  • SQL, Python, Tableau, or similar tools are a plus


Required Skills