Heitman · 7 hours ago
Senior Associate, Financial Operations & Analysis, Private Debt
Chicago, IL
Full-time
Hybrid
Mid, Senior Level
$80K/yr - $95K/yr
2+ years expHeitman is a global real estate investment management firm seeking a Senior Associate for their Financial Operations & Analysis department. This role involves providing critical financial data analysis and support within the Private Debt group, collaborating with various internal and external stakeholders.
Commercial Real EstateFinancial ServicesReal Estate
Hiring Manager
Diana R.
Responsibilities
Apply knowledge of accounting principles and financial analysis in day-to-day responsibilities
Calculate property and debt valuations as well as investment performance metrics
Prepare quarterly status reports for each investment, collaborating with Portfolio & Asset Management throughout the process
Review and approve accounting transactions such as loan originations, repayments, loan defaults, foreclosures, and waterfall calculations
Review and analyze monthly and quarterly variances of investment income, including interest accruals, paydowns, fees, and reserve activity
Review quarterly and annual financial reports, including footnotes, and supporting schedules prepared by our third-party accounting service provider
Review, analyze and forecast investment and fund-level IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management
Understand and prepare inputs for loan metric calculations such as DSCR, DY, and LTV
Participate in ad hoc projects, including consultant/client questionnaires or other projects to assist Portfolio Management in driving fund performance and improving client service
Review and analyze fund cash flow calculations, including contributions and distributions
Develop an understanding of investments within assigned fund, including modifications and amendments to existing investment structures
Review and analyze borrower financials, rent rolls, and operating statements for ongoing credit monitoring
Coordinate with third-party service providers, including fund accounting administrators, loan servicers, valuation firms, and auditors
Qualification
Required
Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Proficient Excel skills, including complex formulas and financial analysis; experience with valuation or Argus modeling is a plus
Exposure to or understanding of loan structures, interest calculations, and covenants is a plus
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Effective and efficient organizational, project-, and time-management skills
Commitment and willingness to manage competing (sometimes tight) deadlines in a fast-paced environment
Team player with strong collaboration skills to support working across multiple functional departments
Motivated by independent and team-oriented successes
Skilled problem-solver with the ability to apply analytical and critical thinking in practical work environments
Strong verbal and written communication skills
A 'think outside the box' mindset with a desire to brainstorm creative solutions in an ever-changing industry
Benefits
Bonus eligible
Participate in a generous annual bonus plan
Competitive compensation
Leading-edge, human-centric benefits package
Company
Heitman
Heitman is a real estate investment management firm.
201-500 employees
Funding
Current Stage
Growth StageTotal Funding
unknown2018-01-08Acquired
Leadership Team
Tony Smedley
Managing Director, Head of Private Equity - Europe
Recent News
2026-01-22
2026-01-20
GlobeNewswire
2026-01-16
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