Manager – Financial Planning and Strategy
Chicago, IL (loop – onsite 3 days, WFH 2 days) *No direct reports in this role – you have a manager title, but you'll be an individual contributor for at least the first year*
What You'll Be Doing
- Build and maintain financial models and run company/fund/portfolio-level analytics on an ongoing and ad-hoc basis
- Create presentations for senior management, investors, and external parties using PowerPoint
- Present research, analysis and recommendations to senior management, investors, and external parties
- Collect, evaluate, and present macroeconomic, real estate sector, industry, and public / private market statistics, trends, and transaction activity
- Collaborate with internal stakeholders to create and maintain unit-level and portfolio-level analytics
- Work closely with the Accounting, Investments, and Data Analytics teams to ensure data integrity across the entire portfolio
- Coordinate with internal and external investor finance groups in supplying information
- Track and evaluate portfolio, capital structure, and financial and operating performance relative to peers
- Synthesize, cleanse, and monitor financial, operating, and portfolio data received from various internal teams
- Improve quality and efficiency of reporting to senior management and investors
- Handle special projects and analyses, as assigned
Skills We're Seeking
- Bachelor's Degree required
- 3+ years of experience as an Analyst in Investment Banking or Consulting, focusing on transactional deal analysis such as corporate development, M&A and/or Asset Management
- Advanced financial analytical skills and experience building financial complex models with Excel
- Strong experience building PowerPoint decks for investor presentations – and delivering presentations to executives with your analysis
Nice To Have Experience:
- Experience with structuring and executing capital markets and corporate-level strategic transactions
- Experience using a tool like Power BI, Tableau or something similar to create reports and dashboards
- Experience with SQL
