Assistant Vice President, Investment Research

NAREIM; Chicago (IL); On-site; USD 90,000 - 120,000; Full time

Job summary

NAREIM in Chicago is seeking an Assistant Vice President to strengthen its Investment Research team. In this role, you will track and analyze market trends across property sectors, synthesizing data to formulate and communicate strategies for investment opportunities. Your contributions will be vital for the firm’s private equity and debt strategies.

The successful candidate will have a Bachelor's degree in Finance or Economics and strong analytical skills. You will work closely with various teams, delivering insights that enhance investment performance and supporting client interactions.

Qualifications

• Experience in market research or investment analysis.
• Strong analytical skills and attention to detail.
• Ability to communicate complex ideas clearly and concisely.

Responsibilities

• Track market conditions across property sectors.
• Synthesize data for investment strategies.
• Analyze data to direct capital deployment.
• Formulate investment strategies based on market trends.
• Support portfolio management with investment evaluations.
• Write white papers on market trends.
• Create content for internal and external communication.
• Present to senior management about investment strategies.

Skills

Market analysis

Data synthesis

Investment strategy formulation

Communication skills

Education

Bachelor's degree in Finance, Economics or related field

Tools

Statistical analysis software

Market data platforms

Job description

We are seeking a Chicago-based Assistant Vice President to join the firm’s Investment Research group. This position involves conducting research into economic, capital market, and property market trends in support of the firm’s investment strategies in private equity and private debt. Research is an integral part of the investment process at Heitman and the focus of significant corporate resources. Members of the department engage in top-down and bottom-up work designed to maximize investment performance for the firm’s clients.

Responsibilities

• Tracking market conditions across primary and alternative property sectors.
• Synthesizing data from a range of sources (including third-party market data providers and Heitman’s own portfolio) with intel gathered from industry sources, market tours, and resources within other groups in the firm to create a house view on property sector fundamentals and opportunities.
• Analyzing data and creating models to formulate investment strategies and direct capital deployment related to individual property sectors and broader portfolio construction across a variety of equity and debt strategies.
• Using the above inputs to formulate and communicate investment strategies to capitalize on opportunities created by economic, demographic, capital market, and property market conditions.
• Likely areas of focus include, but are not limited to, global capital markets, US debt markets, and the US retail and self-storage sectors.
• Working alongside the acquisition and debt teams on prospective property acquisitions, including assessments of local market conditions and trends, competitive properties, and identification of risks/opportunities.
• Supporting the portfolio and asset management teams with timely strategy recommendations, evaluation of investment performance, and hold/sell analyses for properties within the Heitman-managed North American portfolio and identification of risks/opportunities.
• Writing white papers and short articles for the Heitman thought leadership series on new investment markets or strategies, as well as current market trends and their investment implications.
• Creating content such as presentation slides and short videos for social media.
• Presenting to internal clients including senior management, the Investment and Valuation Committees, portfolio managers, and the acquisitions and debt teams about market trends, investment strategies, and the merits and risks related to individual investments.
• Interacting with clients in person and on conference calls.