Senior Associate, Financial Operations & Analysis

Heitman

$80K — $95K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Degree in Accounting, Finance, or Real Estate
  • 2 to 4 years of relevant experience
  • Strong analytical skills for data manipulation and trend identification
  • Excellent project and time management capabilities
  • Ability to thrive in a fast-paced environment
  • Collaborative mindset to work with multiple departments
  • Creative problem solver with strong critical thinking abilities
  • Proficient in Excel

Responsibilities

  • Apply accounting principles and financial analysis daily
  • Calculate property and debt valuations and investment performance metrics
  • Review and approve transactions like acquisitions and dispositions
  • Analyze financial statements and related schedules
  • Forecast IRRs and time-weighted returns for analytical insights

Benefits

  • Hybrid work environment with in-office days
  • Opportunity for cross-functional collaboration
  • Support from various internal groups
  • Exposure to asset management and financial operations
  • Dynamic and creative work culture
Full Job Description
Description

This Opportunity

Our Financial Operations & Analysis department is looking to hire a Senior Associate to join their team! Members of the FOA team share a strong drive to provide timely, accurate, and critical financial data analysis for the firm. In this role, you will have cross-functional visibility and the opportunity to work alongside internal groups, such as Asset Management, and external service providers. Our team works in a hybrid environment, with 3-days spent working in Heitman's office each week.

The Senior Associate will provide accounting, finance, valuation, and portfolio & asset management support within the Heitman organization. The ideal candidate will be a self-starter with strong problem solving, analytical and communication skills while working in a highly collaborative environment. They will also demonstrate strong organizational skills and adeptness at multitasking.

Responsibilities include, but are not limited to:
  • Applying your knowledge of accounting principles and financial analysis in day-to-day responsibilities.
  • Learning how to calculate property and debt valuations as well as investment performance metrics.
  • Reviewing and approving accounting transactions such as acquisitions, dispositions, and waterfall calculations.
  • Reviewing financial statements, supporting schedules, and related footnotes.
  • Analyze and forecast IRR's and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management.


Qualifications:
  • Degree in Accounting, Finance, or Real Estate
  • 2 to 4 years of experience
  • Analytically minded with an 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
  • Commitment and willingness to manage competing (sometimes tight) deadlines
  • Strong team player and collaboration skills to support working together across multiple functional departments
  • Motivated by independent and team-oriented successes
  • Strong problem solver with the ability to leverage your analytical and critical thinking skills in school and/or in the work environment
  • Strong verbal and written communication skills
  • A "think outside the box" mindset with a desire to brainstorm creative solutions in our ever-changing industry
  • A fundamental knowledge of Excel


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.


We are looking for great candidates who have a unique combination of experiences, traits, and talents. We couldn't describe you in a list of bullet points, so consider this posting a conversation starter. If you check some, but not all, of our boxes, we still want to talk! Please apply for this role if much of this job description describes you.

Right Company, Wrong Role? Check out our other opportunities or refer a friend!

Additional Information

Candidates applying for roles requiring travel must hold a valid, non-expired driver's license.

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