Associate, Financial Operations & Analysis

Heitman•Chicago, IL
•Hybrid

About The Position

Heitman is seeking an Associate to join its Financial Operations & Analysis (FOA) department. The team provides timely, accurate, and critical financial data analysis for the firm. The role offers cross-functional visibility and collaboration with internal groups, including Asset Management, and external service providers. The team works in a hybrid environment, with three days per week in Heitman’s office. The position is based in the Chicago office. The Associate applies accounting principles and financial analysis in day-to-day work, learns to calculate property and debt valuations and investment performance metrics, reviews and approves accounting transactions, and reviews financial statements and supporting materials. Heitman describes itself as a global real estate investment management firm founded in 1966. The role offers an annual base salary range of $70,000–$80,000, eligibility for an annual bonus plan, and access to the firm’s benefits package.

Requirements

  • Degree in Accounting, Finance, or Real Estate.
  • 0 to 2 years of experience.
  • Analytical ability to manipulate and analyze data, identify trends, solve problems, and make informed recommendations.
  • Strong project and time management skills.
  • Ability to work in a fast-paced environment and manage competing, sometimes tight, deadlines.
  • Strong teamwork and collaboration skills to work across multiple functional departments.
  • Motivation by independent and team-oriented successes.
  • Strong problem-solving, analytical, and critical-thinking skills demonstrated in school and/or the work environment.
  • Strong verbal and written communication skills.
  • A creative, outside-the-box mindset and willingness to brainstorm solutions in a changing industry.
  • Fundamental knowledge of Excel.

Responsibilities

  • Apply knowledge of accounting principles and financial analysis in day-to-day responsibilities.
  • Learn to calculate property and debt valuations and investment performance metrics.
  • Review and approve accounting transactions, including acquisitions, dispositions, and waterfall calculations.
  • Review financial statements, supporting schedules, and related footnotes.

Benefits

  • Competitive compensation informed by market data.
  • Eligibility for a generous annual bonus plan, with the percentage varying by role and level.
  • A benefits package intended to support team members and their families, personally and professionally.
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