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Heitman: VP, Data Reporting & Financial Analytics

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Description


Company Description

Founded in 1966, Heitman is a premier global real estate investment management firm with over $50 billion in assets under management. Heitman has three main business lines: direct real estate investment; the origination and servicing of debt secured by real estate and investments in publicly traded securities, including REITs, REOCs and other real estate companies. The Firm offers investment products and services across the risk/return spectrum, within each category.

Heitman is proud to be employee owned, and the firm’s real estate solutions are directed by some of the most experienced and innovative professionals in the industry. Headquartered in Chicago, with offices in Frankfurt, Hong Kong, London, Los Angeles, Luxembourg, Melbourne, New York, Seoul and Tokyo, Heitman has 350 employees who offer specialized expertise — from a specific discipline to local insight.

This Opportunity

The Vice President of Data Reporting & Financial Analytics will be responsible for gathering and tracking a myriad of data in order to disseminate the information via various distribution channels. The position is responsible for all aspects of reporting to a broad group of consultants and clients, industry publications, requests for proposals (RFPs), and databases. The type of information that is conveyed to these firms include Heitman updates, assets under management, performance returns on all products and financial reporting of specific client investments.

Based in the firm’s Chicago headquarters, the position will report to the Senior Vice President, Director of Client Service Operations within the firm’s Client Service & Marketing Department. The selected candidate will oversee a team of four junior-level team members and is responsible for day-to-day management, performance evaluations and career growth. This role relies on in-depth business knowledge and related investment products, as well as advanced skills in data manipulation to translate requirements into analysis and reporting. You will serve as a hub through which information is collated and disseminated. The ability to be self-directed, organized and results oriented will be critical to success. It is expected that the successful candidate will be a collaborative professional and possess a “can do” service orientation.

The responsibilities of a Vice President of Data Reporting & Financial Analytics, Client Service & Marketing include, but are not limited to:

  • Manage the Data & Financial Analytics Team to develop a high-performing function to meet the firm’s growing data reporting needs

  • Ensure strong process and data integrity across the business; serve as a final review with respect to data on client reporting and collateral

  • Track firm-wide information such as assets under management, clients gained and lost, transaction activity, and capital raised

  • Liaise with investment teams to leverage subject matter expertise when reviewing and analyzing financial data for use in client-consultant questionnaires, RFPs for prospective clients, and industry surveys

  • Oversee population and validation of databases for all Heitman products

  • Champion bespoke data requests from strategic partners with a goal of delivering timely and accurate responses

  • Identify and implement new processes aimed to create operational efficiency to disseminate information quickly to best serve clients

  • Lead collaboration with the Data Management team to help create client service outputs from the firm’s data platform to drive business intelligence

  • Actively partner with team members across the firm’s business units to expand knowledge, streamline reporting process, and contribute to the evolution of the reporting needs and requirements

  • Work closely with global sales team, providing data and analytical support

  • Manage the data updates in the firm’s content management system to ensure completeness and accuracy in marketing collateral

  • Research and analyze competitors and preferred benchmarks

  • Interface with Heitman compliance personnel in order to complete annual filings and assist on SEC audits and internal audits

  • Partner with Client Service & Marketing Team in enhancing RFPs and marketing collateral

We are seeking individuals who meet the following criteria:

  • Minimum 12-15 years of experience in Financial Analysis, Accounting or related field with at least 5 years within Real Estate

  • Bachelor’s in Accounting or Finance required

  • Experience with or knowledge of Real Estate or Equities market extremely valuable

  • Understanding of performance measurement methodologies and accounting principles for private and public real estate investments

  • Strong written and oral communication skills – clear and organized thinking, an engaging personal style

  • Strong interpersonal skills - high energy, creative, enthusiastic, results oriented, self-starter, motivated

  • Strong organization and time management skills, ability to manage multiple projects in a fast-paced environment

  • A high level of analytical skills, detail oriented, eager to learn and to remain current with evolving investment rules and regulations

  • Ability to work cooperatively and effectively with various groups including accounting, IT, public securities, and compliance

  • A self-starter with flexibility to work both independently and as part of a team

  • Evidence of working closely with other teams to influence colleagues at all levels of the business

  • Proficiency in Microsoft Excel and Power Point

The Heitman Difference – Culture

Our culture recognizes the importance of our biggest differentiator — our people. Heitman’s collaborative work environment gives our professionals the opportunity to build something together. Something too appealing to ignore and too rewarding to leave.

Our culture is driven by our core values: Respect, Commitment, Innovation, and Integrity. We strive to maintain an inclusive and collaborative environment where all ideas are welcome. Among many other Heitman sponsored programs, we encourage our employees to get out into the community and volunteer with their favorite organizations – you’ll even get paid time off to do just that!

Heitman offers an excellent compensation and benefits package, including medical, dental and life insurance, 401K plan with employer match, and a generous vacation/sick plan.

Additional Information

Interested professionals should apply via our website at www.heitman.com. Please make sure to select “careers” under the About tab to submit your cover letter and resume. If you are a Heitman employee, please make sure to apply using your Heitman email address. Equal Employment Opportunity: Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.

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