Jobs · Finance · Illinois

Assistant Portfolio Manager, Heitman Value Partners

Heitman · Chicago, IL · 1 mo ago
Finance$225k–$250k/yrFull-time

About the role

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.

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

Qualifications

  • 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

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. Moderate to extensive travel required.

Total Rewards

The expected annual base salary range for this role is $225,000 – $250,000 and will be further discussed during the interview process. This range represents what Heitman reasonably and in good faith believes we would pay a qualified candidate for this role at the time of posting (based on a full-time equivalent schedule). Your actual base salary placement will depend on factors such as (but not limited to): your relevant experience, time in role, base salary of internal peers, prior performance, business sector, and geographic location.

All team members are bonus eligible and participate in a generous annual bonus plan, with the percentage varying based on your role and level, ensuring that your contributions are recognized and rewarded.

We offer a leading-edge, human-centric benefits package. Click here to view the details of our benefits.

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