Investor Relations, Business Analyst

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

Benefits offered by this job

Generous bonus plan

Human-centric benefits package

Job summary

Heitman is seeking a Sales Enablement Manager in Chicago to support capital-raising and client service teams. You'll analyze sales performance, manage reporting, and enhance data-driven decision-making.

The ideal candidate has over 5 years of experience in sales enablement or capital markets and exceptional communication skills, with a strong understanding of real estate investment structures.

This role is hybrid, allowing for flexible work arrangements, and offers a competitive salary alongside a generous bonus plan.

Qualifications

• 5+ years of experience in sales enablement or capital markets.
• Strong understanding of real estate investment structures.
• Proven experience building revenue support programs.

Responsibilities

• Track and analyze capital raising results and sales performance.
• Manage sales funnel reporting and dashboards.
• Provide operational support for prospecting and research.

Skills

Sales enablement experience

Capital markets knowledge

Investor relations background

Exceptional communication skills

Cross-functional collaboration

Education

5+ years in relevant roles

Advanced degrees or certifications

Tools

Juniper Square

Salesforce

Preqin

eVestment

Job description

This Opportunity

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 firmwide 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 Qualifications

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

Total Rewards

At Heitman, we believe that our success is driven by the success of our team members. That's why we use market data to ensure competitive compensation for every role, reflecting our commitment to investing in our team. When we grow, you grow!

The expected annual base salary range for this role is $90,000-$105,000 and will be further discussed during the interview process. This range represents what Heitman reasonably and in good faith believe we would pay a qualified candidate for this role at the time of posting (based on a full‑time equivalent schedule). Your actual base salary placement will depend on factors such as your relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location. 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, ensuring that your contributions are recognized and rewarded.

In alignment with our People First core value, we offer rewarding careers that focus on both personal and professional growth. We are dedicated to helping you and your family thrive, both in the office and at home. To support this, we provide competitive compensation and a leading‑edge, human‑centric benefits package.

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.