What are the responsibilities and job description for the Private Equity Financial Analyst position at Providence Real Estate?
Providence Real Estate is seeking a Private Equity Financial Analyst to support acquisitions, asset management, fund reporting, investor communications, and internal corporate initiatives. The role offers broad exposure to the multifamily investment lifecycle, from sourcing and underwriting new opportunities to monitoring business plan execution, property performance, financing, and partner reporting.
The analyst will build property and fund-level models, evaluate acquisitions, support due diligence and closings, monitor portfolio performance, and work directly with management teams, lenders, joint venture partners, and senior management. The position requires strong Excel modeling, analytical judgment, attention to detail, and the ability to translate financial analysis into practical operating decisions.
Selected Responsibilities
- Build and maintain property, portfolio, and fund models in Microsoft Excel.
- Underwrite acquisitions, including cash flow, debt, renovations, returns, and sensitivities.
- Support due diligence, investment committee materials, and acquisition closings.
- Analyze market, submarket, rent comparable, demographic, and competitive data.
- Track budgets, operating results, leasing trends, capital projects, and business plans.
- Evaluate renovation performance, operating initiatives, capital spending, and NOI growth.
- Assist with lender reporting, loan compliance, refinancing analysis, and debt communication.
- Support reporting for joint venture partners, strategic partners, and institutional investors.
- Prepare presentations for acquisitions, asset management, investor relations, and fundraising.
- Assist with fund management, capital raising support, and new investment strategy analysis.
- Support senior management with special projects, portfolio reviews, and company reporting.
Qualifications
Candidates should be quantitatively oriented, highly analytical, and experienced with Excel-based financial modeling. 1-3 years of experience in finance, real estate, investment analysis, asset management, or a related field is preferred. The ideal candidate is self-motivated, organized, detail-oriented, task-focused, and comfortable communicating across teams in a fast-paced entrepreneurial environment with limited formal structure. Undergraduate degree in finance, real estate, accounting, economics, or a related discipline preferred. Position based in Wilmette, Illinois on Chicago's North Shore.
About Providence Real Estate
Providence is a Chicago-based, vertically integrated multifamily firm with a 40-year history as an owner-operator. Since 1985, Providence and its principals have acquired approximately 65,000 apartment units across 241 communities, representing more than $7.5 billion in multifamily assets. Providence specializes in value-add investments where disciplined acquisitions, targeted renovations, hands-on asset management, and intensive operations drive NOI growth and risk-adjusted returns.
Providence's fully resolved value-add investments have generated a 24.0% weighted average IRR, a 2.37x weighted average equity multiple, and an average hold period of approximately five years. The firm's in-house platform includes acquisitions, asset management, property management, construction management, accounting, IT, human resources, and investor relations.
Salary : $75,000 - $85,000