Associate, Private Debt, Portfolio & Asset Management

InforCapital, partnership; Chicago (IL); Ibrido; USD 70.000 - 100.000; Tempo pieno

Descrizione del lavoro

Heitman, a global real estate investment management firm, is hiring an Associate for its Private Real Estate Debt group in Chicago. The role supports management of a diversified debt portfolio across senior mortgages, mezzanine loans, and preferred equity, working with Portfolio Managers and senior professionals.

The position is based in Heitman’s Chicago office under a hybrid work arrangement with moderate travel, offering broad exposure to institutional real estate debt investing across

Competenze

• 1–3 years of real estate experience, including valuation work.
• Bachelor's degree in business, finance, or real estate.
• Proficiency in Argus, Word, Excel, and PowerPoint.

Mansioni

• Oversee debt portfolio across senior, mezzanine, and preferred equity strategies.
• Prepare and monitor annual business plans for debt investments across multiple investor clients.
• Ensure compliance with client investment management agreements.
• Prepare management and investor reporting and conduct portfolio analytics.
• Support investor meetings and the due‑diligence process.
• Review property appraisals and prepare internal valuations.
• Assess collateral performance through periodic on-site asset reviews.
• Manage loan monitoring with a focus on early‑warning risk rating.
• Present quarterly portfolio reviews to the Investment Committee and to investors.
• Participate in troubled‑loan workout situations as needed.

Conoscenze

real estate experience

valuation work

Formazione

Bachelor's degree in business, finance, or real estate

Strumenti

Argus

Word

Excel

PowerPoint

Descrizione del lavoro

Heitman, a global real estate investment management firm founded in 1966, is hiring an Associate for its Private Real Estate Debt group within Portfolio & Asset Management, based in Chicago. The role supports management and oversight of a portfolio of commercial real estate debt investments spanning senior mortgages, mezzanine loans, and preferred equity, working closely with Portfolio Managers and senior investment professionals.

Responsibilities

• Responsibilities include overseeing the debt portfolio across senior, mezzanine, and preferred equity strategies; preparing and monitoring annual business plans for debt investments across multiple investor clients; ensuring compliance with client investment management agreements; preparing management and investor reporting and conducting portfolio analytics; supporting investor and consultant meetings and the due-diligence process; reviewing property appraisals and preparing internal valuations; assessing collateral performance through periodic on-site asset reviews; managing loan monitoring with a focus on early-warning risk rating; presenting quarterly portfolio reviews to the Investment Committee and to investors; and participating in troubled-loan workout situations as needed.

Candidates should have 1-3 years of real estate experience including valuation work, a bachelor's degree in business, finance, or real estate, and proficiency in Argus, Word, Excel, and PowerPoint.

The role is based in Heitman's Chicago office under a hybrid work arrangement, with moderate travel required, offering broad exposure to institutional real estate debt investing across property types and markets.