Global Business Analyst, Client Services

Chicago, Illinois


Company Description

Founded in 1966, Heitman LLC is a global real estate investment management firm with over $44 billion in assets under management. Heitman’s real estate investment strategies include direct investments in the equity or debt capitalization of a property or in the securities of listed and publicly traded real estate companies. Heitman serves a global client base with clients from North American, European, Middle Eastern and Asia-Pacific institutions, pension plans, foundations and corporations and individual investors. Headquartered in Chicago, with additional offices in North America, Europe, and Asia-Pacific, Heitman’s more than 325 employees offer specialized expertise – from a specific discipline to local insight.

This Opportunity

In today’s complex business environment, a global client service and marketing organization’s adaptability, agility, and ability to manage constant change through innovation are keys to success. Firms best positioned to compete will finds ways to improve distribution outcomes through the use of data, advanced analytics, and technology.

Working closely with the executives of the Client Service & Marketing team, this role will facilitate sales enablement through the collection, analysis, and reporting of client data, industry trends, and progress against business objectives.  With the help of technology and advanced analytics, the aim of the role is to inform business strategy and increase overall sales productivity.

The development and tracking of key performance indicators are critical to enhance the understanding of the business and improve decision making. Considering current economic conditions, asset flows and industry trends are also important inputs to achieving a complete understanding of achievement against business objectives.

The Business Analyst will create both standardized and custom reports, as well as conduct quantitative product and sales analysis. Over time the Business Analyst will develop standardized methodologies and business processes aimed at improving operational efficiency and driving higher levels of productivity.

The responsibilities of a Global Business Analyst, Client Services include, but are not limited to:

  • Collaborate with sales leadership to understand client needs and key sales objectives; align programs to these goals
  • Develop and maintain reporting systems and dashboards for the sales team and leadership to measure program success, and drive accountability and engagement
  • Regularly update key stakeholders on campaign plans, program deliverables, and schedules
  • Continually track and report on campaign and program metrics, conduct ROI analysis to determine the effectiveness of all marketing programs, and optimize campaign efforts accordingly
  • Proactively identify and facilitate opportunities for sales process improvement
  • As a power user of the firms CRM (Salesforce), develop tools to drive adoption across the firm, generate weekly, monthly and ad-hoc reports; socialize reports to wider Heitman audience
  • Monitor the sales organization's compliance with required standards for maintaining data
  • Provide marketing operations support to client outreach campaigns and event organization (i.e. annual fund meetings, virtual seminars, etc.)
  • Collaborate with Corporate Finance and assist management in developing and reviewing the sales budget and rolling sales forecast including sales to budget variance analysis
  • Become the resident expert in key systems and databases such as Preqin, PublicPlan IQ, Institutional Investors’ MIN and develop processes and procedures to efficiently leverage databases to identify opportunities for sales team and improve sales outcomes

 We are seeking individuals who meet the following criteria:

  • Minimum of 5+ years of investment management marketing, client management, or sales experience
  • An analytical thinker, who is execution and detail oriented, eager to learn and to remain current with evolving investment techniques and changing markets
  • Strategic aptitude with an ability to understand the detail and identify strategic opportunities to leverage information
  • Strong communicator, able to convey complex ideas in a clear, concise manner both verbally and in writing; comfortable in business and technical discussions
  • Strong collaborative team player who is also an independent thinker
  • Creative problem-solver with an ability to identify gaps in current technical functionality
  • Strong organizational skills; ability to manage multiple cross-functional projects simultaneously.
  • Self-learner that can learn to use new technologies with minimal guidance to meet evolving needs
  • Strong knowledge of MS office application
  • BA in business related field, MBA preferred
Industry Knowledge
  • Solid understanding of the institutional real estate business and client base and good knowledge of the asset management business.
  • Appreciation of Investment Management industry sales processes / business methodologies.
  • Knowledge of Industry trends and understanding of the US regulatory environment.
  • Competitor knowledge, including strengths and weaknesses and product range a plus.

The Heitman Difference – Culture

Our culture recognizes the importance of our biggest differentiator — our people. Heitman’s collaborative work environment gives our professionals the opportunity to build something together. Something too appealing to ignore and too rewarding to leave.

Our culture is driven by our core values: Respect, Commitment, Innovation, and Integrity. We strive to maintain an inclusive and collaborative environment where all ideas are welcome. Among many other Heitman sponsored programs, we encourage our employees to get out into the community and volunteer with their favorite organizations – you’ll even get paid time off to do just that!

Heitman offers an excellent compensation and benefits package, including medical, dental and life insurance, 401K plan with employer match, and a generous vacation/sick plan.

Additional Information

Interested professionals should apply via our website at Please make sure to select “careers” under the About tab to submit your cover letter and resume. If you are a Heitman employee, please make sure to apply using your Heitman email address.

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.