Assistant Vice President, Financial Operations & Analysis
Listed on 2026-10-04
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Finance & Banking
Financial Analyst, Portfolio & Asset Management
Our Financial Operations & Analysis (FOA) department is looking to hire an Assistant Vice President – Finance Manager to join their team! Members of the FOA team share a strong drive to provide timely, accurate, and critical financial analysis and reporting for the firm. In this role, you will have cross-functional visibility and the opportunity to work alongside internal groups, such as Portfolio & Asset Management and Client Service & Marketing, and external service providers.
Responsibilitiesinclude, but are not limited to:
- Review and manage the preparation of quarterly and annual financial statements and supporting accounting work papers from our third-party fund administrator.
- Lead in review, oversight, and approval of complex accounting transactions including acquisitions, dispositions, and waterfall calculations.
- Analyze and forecast IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management.
- Lead in coordination, review and analysis of quarterly property and debt valuations, collaborating with Heitman’s Capital Markets, Portfolio & Asset Management, Research, and Acquisition teams throughout the process.
- Participate in ad-hoc projects, including due diligence review of real estate acquisitions and dispositions, leasehold analysis, and consultant/client questionnaires or other projects to assist Portfolio Management in improving investor value and client service.
- Direct interactions with third-parties, including clients, fund administrators, consultants, JV operators, property managers, appraisers, auditors, and other key individuals.
- Assist Portfolio & Asset Management in implementing fund/account-level and investment specific strategies.
- Ensure accounting, reporting, and performance adheres to the various governing documents where applicable (joint venture agreements, limited partnership agreements, investment management agreements, valuation policies, NCREIF PREA, etc.).
- Exhibit ability to perform multiple projects, navigate through unexpected challenges, and develop viable solutions that optimize fund/account performance.
- Communicate analysis and results to broader internal team, including FOA department, Investment Committee, Client Service & Marketing, and Valuation Committee.
- Participate in industry learning opportunities in and outside of Heitman.
- Monitor and build fund/account efficiencies and ensure implementation of improvements, including the development of tech-enabled tools.
- Demonstrate an in-depth understanding of investments within assigned fund/account.
- Minimum of 6 years of real estate accounting and finance experience
- Bachelor's degree in real estate, accounting, or finance
- CPA designation is desirable
- Proficiency in Microsoft Office package including Excel, Word, and Power Point
- Excellent communicator with strong writing skills
- Ability to prioritize tasks, work on multiple assignments, and manage requests from multiple business partners under tight deadlines
- Ability to work efficiently in a fast-paced and dynamic team environment
- Supervisory experience directly or indirectly
- Experience in valuation and/or Argus modeling is a plus
- This position is based in our Chicago office.
- Our teams work in a hybrid environment and in-office days vary by team.
Founded in 1966, Heitman is a global real estate investment management firm. Our mission is to lead the evolution of real estate through investments that fulfill the needs of people and communities in a world of constant change. To learn more about our organization and culture, .
Total Rewards (Compensation, Benefits & Perks)The expected annual base salary range for this role is $120,000-$145,000 and will be further…
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