Associate, Financial Operations & Analysis

Heitman•Chicago, IL
•$70,000 - $80,000•Hybrid

About The Position

Heitman is seeking an Associate to join its Financial Operations & Analysis (FOA) department. The role supports the team’s work providing timely, accurate, and critical financial data analysis for the firm. It offers cross-functional visibility and collaboration with internal groups such as Asset Management, as well as external service providers. The team works in a hybrid environment, with three days each week in Heitman’s office; this position is based in the Chicago office. The Associate will apply accounting principles and financial analysis in day-to-day work, learn to calculate property and debt valuations and investment performance metrics, review and approve accounting transactions, and review financial statements and supporting materials. The expected annual base salary range is $70,000–$80,000. Team members are eligible for a bonus under the firm’s annual bonus plan. Heitman also describes a competitive benefits package, but its specific benefits are not listed in the posting.

Requirements

  • Degree in Accounting, Finance, or Real Estate.
  • 0 to 2 years of experience.
  • Analytical mindset and ability to manipulate and analyze data to 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 both independent and team-oriented successes.
  • Strong problem-solving ability and analytical and critical-thinking skills demonstrated in school and/or the work environment.
  • Strong verbal and written communication skills.
  • Creative, outside-the-box mindset and desire to brainstorm solutions in an evolving industry.
  • Fundamental knowledge of Excel.

Responsibilities

  • Apply knowledge of accounting principles and financial analysis to 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

  • Team members are bonus eligible and participate in an annual bonus plan; the percentage varies by role and level.
  • Competitive compensation and a benefits package are offered, but specific benefits are not listed.
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