AVP, Finance Manager, Private Debt

Chicago, Illinois


This Opportunity 

Our Financial Operations & Analysis (FOA) department is looking to hire an Assistant Vice President to join their team! Members of the FOA team share a strong drive to provide timely, accurate, and critical financial data analysis for the firm. In this Finance Manager role, you will have cross-functional visibility and the opportunity to work alongside internal groups, such as Portfolio & Asset Management and Client Service & Marketing, and external service providers. Our team works in a hybrid environment, with 3-days spent working in Heitman’s Chicago office each week.

Focused on the Private Debt group, the Finance Manager will lead a team in delivering accounting, finance, valuation, and portfolio & asset management support within the Heitman organization. The ideal candidate will be a self-starter with strong problem solving, analytical and communication skills while working in a fast-paced, highly collaborative environment. They will also demonstrate strong organizational skills and adeptness at multitasking, coupled with a proven track record of successfully leading and developing professional staff.


Responsibilities include, but are not limited to:

  • Review and manage the preparation of quarterly and annual financial reports and supporting accounting workpapers from our third-party accounting service provider.
  • Lead in review and approval of complex accounting transactions including loan originations, repayments, defaults, foreclosures, and waterfall calculations.
  • Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management.
  • Lead in coordination, review and analysis of quarterly property and debt valuations, and quarterly status reports, collaborating with Portfolio & Asset Management throughout the process.
  • Review and analyze fund cash flow calculations including contributions, distributions, and redemptions.
  • Lead in review and approval of fund Net Asset Value and fund share price calculation.
  • Participate in adhoc projects, including consultant/client questionnaires or other projects to assist Portfolio Management in driving fund performance and improving client service.
  • Direct interactions with third parties, including clients, fund administrators, consultants, property managers, auditors, and other key individuals.
  • Assist Portfolio & Asset Management in implementing fund-level and investment specific strategies.
  • Ensure compliance with fund agreement(s), co-investment agreement(s), and investor side letter(s).
  • Exhibit ability to perform multiple projects, navigate through unexpected challenges, and develop viable solutions that optimize fund performance.
  • Communicate analysis and results to broader internal team, including department, investment committee, Client Service & Marketing, and valuation committee.
  • Participate in industry learning opportunities in and outside of Heitman.
  • Monitor and build fund efficiencies and ensure implementation of improvements, including the development of tech-enabled tools.
  • Demonstrate an in-depth understanding of investments within assigned fund, monitoring modifications and amendments to existing investment structures.



  • Minimum of 6 years of real estate accounting and finance experience
  • Bachelor's degree in real estate, accounting, or finance
  • CPA designation a plus
  • Proficiency in Microsoft Office package including Excel, Word, and PowerPoint
  • Excellent communicator with strong writing skills
  • Commitment and willingness to manage competing (sometimes tight) deadlines
  • Ability to prioritize tasks, work on multiple assignments, and manage requests from multiple business partners under tight deadlines
  • Ability to work efficiently in a fast-paced and dynamic team environment
  • Experience managing others both directly and indirectly
  • Experience in valuation and Argus modeling is a plus
  • Experience with data visualization (Tableau, PowerBI) and RPA/bot software is a plus


The Firm

Founded in 1966, Heitman is a global real estate investment management firm. Our mission is to lead the evolution of real estate through investments that fulfill the needs of people and communities in a world of constant change. To learn more about our organization and culture, click here.

Our promise to employees: 
Reflecting the spirit of our global firm, we welcome team members of all faiths, cultures, genders, sexual orientations, races, and ethnic identities. We know that each member of our team enriches our community and business with their work/life experiences, perspectives, and ideas. However you arrive at Heitman, we pledge to honor your uniqueness, include you in our culture, and do our best to help you thrive. While we learn and grow together, we will stand by our “people first” promise. Every time.


What’s Next?

  • Interested? Apply at to submit your application
  • Right Company, Wrong Role? Check out our other opportunities or refer a friend!

Additional Information

Roles Requiring Travel: All roles involving a travel component at Heitman require that candidates hold a valid, non-expired driver’s license.

Equal Employment Opportunity: Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.