Real Estate Finance Analyst

Real Estate Finance Analyst

Overview

A highly regarded investment management firm focused on real assets is seeking a Real Estate Finance Analyst to join its Chicago-based team. This is a unique opportunity to work within a lean, collaborative finance group supporting a diversified portfolio of long-term investments across global markets.

The team operates across several core functions including investor reporting, performance and valuations, operations, and financial compliance. This role offers strong exposure to senior leadership, cross-functional collaboration, and the ability to develop both broad and specialized skill sets within a dynamic investment environment.

Key Responsibilities

• Assist in the preparation of quarterly, annual, and ad hoc investor reporting materials for institutional stakeholders
• Support development of fund-level presentations, including annual business plans and performance updates
• Compile and review investment-level reporting, including performance metrics, market commentary, and strategic updates
• Maintain and manage data within reporting and portfolio management systems
• Support valuation-related materials during audit processes
• Track and analyze portfolio performance across investments
• Assist in preparing and maintaining valuation analyses and supporting materials
• Conduct market research to evaluate industry trends and benchmark assumptions
• Support ad hoc analyses for strategic initiatives and investment decisions
• Assist with cash planning, capital activity, and funding coordination
• Support capital forecasting and tracking initiatives
• Help manage internal workflows between finance and accounting teams
• Contribute to liquidity and credit-related processes as needed
• Assist with corporate governance processes, including documentation tracking and organization
• Support periodic compliance initiatives such as regulatory filings and internal policy updates

Qualifications

• 2+ years of experience in finance, accounting, or a related field (public accounting, investment management, or financial services preferred)
• Bachelor's degree in Finance, Accounting, Economics, or a related discipline
• Strong analytical and problem-solving skills with high attention to detail
• Interest in real assets or investment management
• Proficiency in Excel; exposure to data tools or financial systems is a plus
• Strong organizational skills with the ability to manage multiple priorities
• Effective written and verbal communication skills
• Self-starter with a proactive mindset and ability to work in a team-oriented environment

What This Role Offers

• Exposure to a broad set of finance functions within a single role
• Opportunity to work closely with senior professionals and global teams
• A collaborative, high-performing culture within a lean team structure
• Strong foundation for long-term growth within investment management

The Equus Group is an Equal Opportunity Employer and takes pride in maintaining a diverse environment. We do not discriminate in recruitment, hiring, training, promotion, or any other employment practices for reasons of race, color, religion, gender, national origin, age, sexual orientation, marital or veteran status, disability, or any other legally protected status.