Manager - Financial Planning and Strategy

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 crate reports and dashboards
• Experience with SQL