Position Summary:
We are currently seeking a Senior Analyst to join our Integrated Portfolio Services team (IPS) based out of Chicago, IL. The Sr. Analyst will be responsible for developing pro forma financials, gathering and evaluating economic, demographic, and real estate market data, preparing presentations and requests for qualifications/proposals, as well as financial reporting for clients of the firm. The Sr. Analyst, will also be responsible for reviewing and analyzing legal documents, financial reports, and operating plans as part of the due diligence process, negotiations or on-going portfolio management.
Our Sr. Analyst will help our team successfully complete engagements for clients in the following areas:
Portfolio, and Merger and Acquisition Strategy
Workplace Strategy
Corporate Real Estate Organizational Strategy & Six Sigma Process Design
Financial modeling and complex analytics
Responsibilities:
Financial Analysis
Develop pro forma financials on pre-tax, after-tax, net present value cash flow and book bases, and unique client chargeback and lease versus ownership analysis
Prepare and concatenate raw data for use in financial models and portfolio dashboards
Perform complex financial analyses with minimal supervision
Qualitative Analysis
Review and analyze client’s quantitative portfolio data, legal documents and other materials as part of project due diligence process
Evaluate client alternatives; define and execute relevant qualitative and quantitative analysis
Gather and evaluate economic, demographic and real estate market data
Assist leadership team with research to ensure we stay on top of cutting-edge workplace trends
Client Service
Prepare and deliver client presentations with influence and impact for the client
Prepare proposals for new or follow on engagements utilizing effective work planning capabilities
Responsible for client interaction
Qualifications:
Bachelor’s degree with a focus in Real Estate, Finance or Accounting
1 – 2 years of relevant experience; Real Estate, Project Execution or Consulting experience preferred
Strong financial, analytical, and reporting skills; financial modeling a must
Advanced proficiency in MS Excel, Word, and PowerPoint
Statistics / Research experience
Database design skills
Project execution skills
Exceptional attention to detail and organization skills
Well-developed verbal and written communications and presentation skills
Ability to work independently and within a team to build relationships and interact effectively with business partners and clients
Ability to multi-task, work successfully under pressure, and effectively prioritize and manage time and workload
Willingness to take on new challenges, responsibilities, and assignments
Understanding of and commitment to client services
A desire to work within a diverse, collaborative, and driven professional environment