Senior Analyst Job at Pivotal Talent Search, Chicago, IL

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  • Pivotal Talent Search
  • Chicago, IL

Job Description

Job Description

About the Role

Are you ready to embark on a dynamic journey to achieve asset management excellence? We are seeking a passionate and driven Analyst or Senior Analyst to join our asset management team. If you thrive in a fast-paced environment and aspire to make a mark in the world of real estate and investing, then this opportunity is tailor-made for you.

As an Analyst or Senior Analyst, you will not only support our strategic asset plans but also dive into the depths of property financials, navigate intricate partnership agreements, and master the art of communication with stakeholders. Your proactive nature, accountability, and courage to take risks will be the driving force behind our team's success. Join us and be part of an extraordinary team, where your skills will be honed and your ambitions will be nurtured.

What You Can Expect To Do

  • Support the Asset Management team in the development and execution of strategic asset plans intended to maximize portfolio value and report performance results to senior leadership.
  • Manage the complex capital stack specific to the portfolio associated with this role
  • Assist with all financing/transactional needs of the portfolio, including, but not limited to: LP Buyouts, Refinancings, Recapitalizations, Dispositions, and LIHTC Resyndications.
  • Perform analysis of property financials on a monthly, quarterly, and annual basis.
  • Research partnership agreements, financing documents, regulatory agreements, tax returns, and other source documents as needed.
  • Coordinate communications and manage requests from investors, lenders, governmental agencies, and other stakeholders.
  • Forge strong relationships with operating partners, work through challenges, and communicate concerns to internal leadership when expectations are not being met.
  • Be an active participant in the creation of annual operating and capital budgets.
  • Support our Compliance team in monitoring compliance requirements and deadlines across multiple government agencies and programs.
  • Monitor various internal and external reporting programs and report any deviation of expectations.
  • Participate in ad hoc projects within Asset Management as needed.

Qualifications

  • A bachelor’s degree in a relevant field (Business, Finance, Real Estate, etc.)
  • Up to 3 years of business-related experience (entry-level to early-career)
  • Strong interest and passion for real estate finance/investing
  • Time management, communication, and organizational skills
  • Proficiency in Microsoft Excel, Word, and PowerPoint
  • Strong financial modeling skills
  • A proactive mindset (urgency and purpose-driven)
  • Flexibility to travel
  • Accountable with a high standard of work
  • Willing to take risks and ask questions
  • Focused on strong, clear communication
  • Team-oriented and hands-on
  • Comfortable in fast-paced, dynamic environments

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