Investor Relations, Business Analyst

Heitman LLC; Chicago (IL); On-site; USD 90,000 - 105,000; Full time

Job summary

Heitman LLC in Chicago is seeking a Sales Enablement Manager to support capital-raising and client service teams. This role involves tracking sales performance and managing the sales funnel while collaborating cross-functionally.

The ideal candidate has over 5 years of experience in sales enablement or capital markets and possesses strong communication skills. A hybrid work environment is offered, along with a competitive salary and bonus structure.

Qualifications

• 5+ years of experience in sales enablement or related roles.
• Strong understanding of real estate investment structures.
• Proven ability to build enablement programs.

Responsibilities

• Track and analyze capital raising results and sales performance.
• Manage sales funnel reporting and dashboards.
• Provide analytical and operational support to the sales team.

Skills

Sales enablement

Capital markets

Investor relations

Communication skills

Cross-functional collaboration

Education

Relevant advanced degrees or certifications

Tools

Juniper Square

Salesforce

Preqin

eVestment

With Intelligence

Job description

Overview

The Sales Enablement Manager / business analyst supports Heitman’s capital-raising and client service teams by providing insights, structure, and operational support across the sales lifecycle. This role focuses on tracking results, managing the sales funnel, supporting the sales team’s prospecting efforts, and enabling execution through data, technology, content, and cross‑functional collaboration.

Responsibilities

• Track and analyze capital raising results, sales performance, pipeline health, and funnel progression.
• Manage sales funnel reporting, forecasts, and dashboards across Heitman’s product suite to support leadership decision‑making.
• Contribute to firm‑wide communications effort to provide visibility into capital raising efforts and results. Create and maintain firm‑level presentations to report capital raising results on a periodic basis.
• Provide day‑to‑day analytical and operational support to the sales team, including assistance with prospecting and industry research.
• Own and manage the Client Service & Marketing subscription budget, including managing relationships with third‑party vendors and platforms. Regularly assess tool utilization and consolidate or optimize subscriptions as the organization scales.
• Support the implementation and optimization of the new Juniper Square technology solution. Work with the capital raising and client service teams to drive adoption of the new technology platform.
• Develop and refine sales content, messaging, and enablement materials in collaboration with product and marketing.
• Coordinate and support technical and product training for capital raising team and other stakeholders.
• Coordinate client service and marketing team meetings, including production of materials in support of sales team meetings and product deep dives.
• Partner with marketing, client service, product and technology to ensure technology solutions are aligned across business.

Qualifications

• 5+ years of experience in sales enablement, capital markets, investor relations, or related roles within real estate investment management, asset management, or financial services.
• Strong understanding of real estate investment structures, fund strategies, and the institutional fundraising process.
• Proven experience building enablement programs that support revenue or capital formation goals.
• Exceptional written and verbal communication skills; ability to simplify complex financial concepts.
• Experience working cross‑functionally with senior stakeholders.

Preferred

• Experience supporting institutional fundraising or alternative investments (real assets, private equity, private credit).
• Familiarity with CRM and enablement platforms (e.g., Juniper Square, Salesforce, Preqin, eVestment, With Intelligence).
• Relevant advanced degrees or certifications.
• Background in finance, economics, real estate, or related quantitative disciplines.

Job Location and Travel

• This position is based in our Chicago office.
• Our teams work in a hybrid environment and in‑office days vary by team.

The expected annual base salary range for this role is $90,000-$105,000 and will be further discussed during the interview process. In addition, all of our team members are bonus eligible and participate in a generous annual bonus plan, with the percentage varying based on your role and level.

Additional Information

Candidates applying for roles requiring travel must hold a valid, non‑expired driver’s license.

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.