Assistant Portfolio Manager, Heitman Value Partners

Heitman•Chicago, IL

12d•Hybrid

About The Position

Our Chicago office is seeking an Assistant Portfolio Manager to join the Portfolio Management team. The Assistant Portfolio Manager will work closely with the Fund Portfolio management team across all aspects of the HVP Fund series.

Requirements

15+ years of relevant, progressive industry experience (investment background, investor/consultant relationship management, etc.) across higher-risk investments, fund formation, fund administration, and/or fund investment management
Demonstrated ability to exercise complex judgment on investment and investor matters; collaborative and adaptable, with the ability to incorporate feedback from clients, investors, and internal team members into plans throughout the fund's lifecycle
Proven ability to build investor confidence and trust through strong verbal, written, and presentation communication skills, sound investment judgment, a strong drive for results, and consistent follow-through
Comprehensive understanding of the firm and competitive landscape, enabling effective contribution to Fund execution and active participation in developing future fund strategy, terms, structure, and marketing plans
Strong investment acumen — including judgment, research, and analytical skills — to help oversee portfolio construction, asset management execution, and dispositions; experience evaluating, closing, and financing approved investments
Experience leading internal teams, with strong leadership skills (feedback, coaching, goal setting) to motivate the team and positively influence partner groups both internal (e.g., CSM, ACQ) and external (e.g., JV partners, 3rd party service providers) in support of fund and investor goals

Responsibilities

Oversight of business plan execution across multiple property sectors for assets within all vintages of the HVP series
Lead a team of asset managers responsible for delivering investment results
Regularly assess disposition timing and make recommendations to the Investment Committee
Evaluate forecasts and performance against stated objectives
Assist the current HVP team in collaboration with CSM for all marketing efforts on future funds as well as frequent client interaction/updates on existing funds
Participate in the formation and presentation of materials at the annual client conference
Work with the Fund Controller to monitor fund administration activities, including deployments, standing relative to investment objectives, capital tracking, co-investments, and performance attribution
Collaborate with Fund leadership, Acquisitions and market research to set strategy and ultimately identify/close new investment opportunities