Assistant Finance Manager, Financial Operations & Analysis

Chicago, Illinois


Company Description

Founded in 1966, Heitman LLC is a global real estate investment management firm with approximately $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.

Our Chicago office is seeking an Assistant Finance Manager in our Financial Operations and Analysis group. The successful candidate will be an excellent oral and written communicator with a demonstrated history of effectively managing and developing professional staff.

The responsibilities of an Assistant Finance Manager include, but are not limited to:

  • Assist Portfolio & Asset Management in implementing fund/account-level and investment specific strategies
  • Hold ultimate responsibility for all client reporting
  • Monitor and create fund/account efficiencies and ensure implementation of improvements
  • Lead in coordination, preparation and analysis of quarterly property and debt valuations
  • Direct interactions with third-parties, including clients, consultants, JV operators, property managers, appraisers, auditors, and other key individuals.
  • Lead a team of associates and seniors, including organizing team meetings, coaching, training, and mentoring team members, assigning responsibilities and other key activities
  • Demonstrate proficiency in analyzing Argus/valuation models, Yardi outputs, IRR’s and returns and providing analytical observations to Portfolio and Asset Management
  • Analyze fund/account models and waterfall/incentive fee calculations
  • Participate in industry learning opportunities in and outside of Heitman
  • Ensure fund/account compliance with IM agreement(s), JV agreement(s), and PM checklist(s)
  • Communicate analysis and results to broader internal team, including department, investment committee, Client Service & Marketing, and valuation committee.
  • Show an in-depth understanding of properties within assigned fund/account
  • Exhibit ability to perform multiple projects, navigate through unexpected challenges, and develop viable solutions that optimize fund/account performance

We are seeking individuals who meet the following criteria:

  • Minimum of 4 years of real estate accounting, finance, or valuation experience
  • Bachelor's degree in real estate, accounting, or finance
  • Proficiency in Microsoft Office package including Excel, Word, and PowerPoint
  • Excellent communication and organization skills
  • Deadline driven
  • Ability to work efficiently in a fast-paced team environment
  • Supervisory experience is a plus
  • Experience in Argus software is a plus
  • Experience with data visualization (Tableau, PowerBI) and RPA/bot software is plus
  • CPA is desirable

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