Sign up to access all features of our service.
  • Job search
  • Favorites
  • Create a CV
    New
  • Salaries
  • Subscriptions

Associate, Private Debt, Portfolio & Asset Management

$75k - $90k

Heitman

This Opportunity Our Chicago office is seeking an Associate Portfolio & Asset Management in the Private Real Estate Debt group. This role will support the management and oversight of a portfolio of commercial real estate debt investments, including senior mortgages, mezzanine loans, and preferred equity. Working closely with Portfolio Managers and senior investment professionals, this role is responsible for portfolio and asset surveillance, valuation analysis, risk monitoring, investor reporting, and portfolio analytics. The position offers broad exposure to institutional real estate debt investing across multiple property types and markets, providing opportunities to develop expertise in investment management, asset management, and investor communications. We are looking for a self-starter, who is highly collaborative, analytical and has a strong interest in Real Estate. Responsibilities include, but are not limited to: Work with Portfolio Manager(s) to oversee a portfolio of real estate debt investments across senior, mezzanine and preferred equity strategies. Assist in preparation and monitoring of annual business plans for debt investments under management by multiple investor clients. Ensure compliance with client investment management agreements. Assist in preparation of management and investor reporting. Conduct various analyses across overall portfolio. Assist in marketing/investor meetings, consultant meetings and due diligence process, on-going investor relations. Review property appraisals and prepare internal valuations. Assess the current and projected performance of properties/collateral, including periodic on-site asset reviews. Manage loan monitoring process with focus on early warning and proper risk rating. Prepare portfolio reports and documents for review by senior management. Present portfolio review to Investment Committee quarterly and to investors as required. Participate in troubled situations/work-out if necessary. Special projects as needed. Qualifications: 1-3 years of real estate experience (including valuation experience). Bachelor’s degree in business, finance or real estate. Excellent communication and organization skills. Deadline driven. Ability to work efficiently in a fast-paced team environment. Proficiency in Argus, Word, Excel and Power Point. 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 travel required. The Firm Founded in 1966, Heitman is a global real estate investment management firm. Our mission is to lead the evolution of real estate through investments that fulfill the needs of people and communities in a world of constant change. To learn more about our organization and culture, click here. Total Rewards (Compensation, Benefits & Perks): At Heitman, we believe that our success is driven by the success of our team members. That's why we use market data to ensure competitive compensation for every role, reflecting our commitment to investing in our team. When we grow, you grow! The expected annual base salary range for this role is $75,000-$90,000 and will be further discussed during the interview process. This range represents what Heitman reasonably and in good faith believe s 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. In addition, all of our 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. In alignment with our P eople F rirst core value, we offer rewarding careers that focus on both personal and professional growth. We are dedicated to helping you and your family thrive, both in the office and at home. To support this, we provide competitive compensation and a leading-edge, human-centric benefits package. Click here to view the details of our benefits. Additional Information Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license. Right Company, Wrong Role? Check out our other opportunities or refer a friend! 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. #J-18808-Ljbffr Heitman

Vacancy posted 5 days ago
Similar jobs that could be interesting for youBased on the Associate, Private Debt, Portfolio & Asset Management in Chicago, IL vacancy
  • Heitman’s Chicago office seeks an Associate Portfolio & Asset Management in Private Real Estate Debt to support the management and oversight of a portfolio of commercial real estate debt investments, including senior mortgages, mezzanine loans, and preferred equity. You... 
    Private
    Asset
    Work at office

    Heitman

    Chicago, IL
    5 days ago
  • Heitman, a global real estate investment management firm founded in 1966, is hiring an Associate for its Private Real Estate Debt group within Portfolio & Asset Management, based in Chicago. The role supports management and oversight of a portfolio of commercial real estate... 
    Private
    Asset
    Work at office

    InforCapital, partnership

    Chicago, IL
    5 days ago
  • $127k - $200k

    What You'll DoThe Senior Associate supports the management and growth of Private Markets Real Estate's data center and digital infrastructure investments. This role combines portfolio management, investment analysis, and asset management responsibilities, partnering closely... 
    Private
    Asset
    Hourly pay
    Permanent employment
    Temporary work
    Work experience placement
    H1b
    Work at office
    Remote work

    Principal Financial Group

    Chicago, IL
    7 days ago
  • $105k - $145k

    # Senior Associate - Underwriting & Portfolio Management, HealthcareMonroe Capital LLCSenior AssociatePrivate CreditFull...  ...when new job openings matching "Private Credit / Senior Associate jobs in...  ...manages over $20 billion in assets and is one of the most active middle... 
    Private
    Asset

    InforCapital, partnership

    Chicago, IL
    2 days ago
  • $100k - $160k

     ...AdvisoryIndustry:Portfolio Valuation OverviewHoulihan...  ...the alternative asset valuation...  ...largest hedge funds, private equity funds, direct...  ...among other asset managers, and we advise...  ...valuations of illiquid debt, equity and...  ...structures. As an Associate in our Portfolio Valuation... 
    Private
    Asset
    Full time
    Worldwide

    Houlihan Lokey

    Chicago, IL
    6 days ago
  • $150k - $170k

     ...Associate, Capital Markets Harrison Street Asset Management ("HSAM") is a leading global alternative investment...  ...: Manage debt financing transactions...  ...manage the existing debt portfolio, including maturities,...  ...revolving credit facilities, private placements, and other... 
    Private
    Asset
    Work experience placement
    Local area

    Harrison Street

    Chicago, IL
    13 hours ago
  • $80k - $150k

     ...Pittsburgh PennsylvaniaJob SummaryThe Associate, Portfolio Management is an individual contributor...  ...corporate credit requests that grow funded assets and Key's client base, while maintaining...  ...financial covenants for syndicated debt facilitiesDeveloping experience managing... 
    Asset
    Full time
    Work experience placement
    Bank staff
    Work at office
    Immediate start
    Flexible hours
    Night shift

    KeyBank

    Chicago, IL
    5 days ago
  • Deerpath Capital is a leading direct lending firm focusing on first lien senior debt for middle market companies in the U.S. The Senior Associate will work across underwriting, portfolio management, and restructuring, partnering with senior deal team members to underwrite... 
    Private

    Deerpath Capital

    Chicago, IL
    5 days ago
  • $110k - $135k

     ...HYBRID ROLE – Associate, Private Credit Kick off the Autum season with some pumpkin spice...  ...support of investment recommendations and portfolio management Coordinate analysis with our...  ...base considerations specific to spirits assets Help support the broader private... 
    Private
    Asset

    Robert Half

    Chicago, IL
    1 day ago
  •  ...providing first lien, senior debt financing to U.S. lower...  ...companies, is hiring a Senior Associate for its Chicago office. Deerpath...  ...role spanning underwriting, portfolio management, and restructuring, working...  ...develop relationships with private equity sponsors, management... 
    Private
    Work at office

    InforCapital, partnership

    Chicago, IL
    5 days ago
  •  ...in providing first lien, senior debt financing to middle market companies...  ...role spanning underwriting, portfolio management, and restructuring. The Senior Associate will work closely with senior deal...  ...manage investments, engage with private equity sponsors and management... 
    Private
    Work experience placement
    Overseas

    Deerpath Capital

    Chicago, IL
    5 days ago
  • Principal Asset Management, a subsidiary of Principal Financial group, invites interns to join...  ..., underwriting, execution, and portfolio monitoring. You will work with Senior...  ...materials while exploring real-world private debt investing #J-18808-Ljbffr Principal Financial... 
    Private
    Asset
    Summer work
    Summer internship

    Principal Financial Group

    Chicago, IL
    2 days ago
  •  ...Capital Partners, a $1 billion AUM Chicago-based private equity firm, is seeking an experienced associate to join in an asset management role based in Chicago. This is an...  ...Responsibilities Analyze and assess portfolio investment financials, metrics, KPIs, financial... 
    Private
    Asset
    Flexible hours

    Origami Capital Partners

    Evanston, IL
    2 days ago
  • $85k - $115k

     ...confluence of the investment management life cycle, working with acquisitions, asset management, fund...  ...reporting. Maintain portfolio and fund dashboards and...  ...end vehicle, including debt marks, accruals, and unit...  ...3 years in real estate private equity, finance,... 
    Private
    Asset

    Blue Vista Capital Management

    Chicago, IL
    2 days ago
  •  ...firm.KPMG is currently seeking a Senior Associate, Asset Management Technology (DAC) to join our Business...  ..., mutual funds, or securities/debt instruments; familiarity with industries...  ...estate, financial services, hedge funds, private equity, credit, or oil and gas is advantageousBasic... 
    Private
    Asset
    Local area

    KPMG

    Chicago, IL
    2 days ago
  • $145k - $225k

     ...AdvisoryIndustry:Portfolio Valuation OverviewHoulihan...  ...the alternative asset valuation...  ...largest hedge funds, private equity funds, direct...  ...among other asset managers, and we advise...  ...valuations of illiquid debt, equity and...  ...Directing the efforts of Associates and Financial... 
    Private
    Asset
    Full time
    Work at office
    Worldwide

    Houlihan Lokey

    Chicago, IL
    6 days ago
  •  ...working with a leading global alternative asset manager on a search for a Vice President to...  ...The firm manages a large, diversified private markets platform across real estate, infrastructure...  ...and private wealth clients. It designs portfolios around each client's goals, such as... 
    Private
    Asset
    Full time

    Coda Search│Staffing

    Chicago, IL
    3 days ago
  • $135k

     .../ treasury products, cash management & corporate cards, commodities...  ...management of the lending portfolio.The North American Real...  ...clients, and private equity sponsors across all major asset classes.As a Corporate Banking Associate, your key roles and responsibilities... 
    Private
    Asset
    Full time
    Contract work
    Part time
    Local area

    BMO Bank

    Chicago, IL
    6 days ago
  • # Associate, Co-InvestmentsAdams Street PartnersAssociatePrivate...  ...job openings matching "Private Equity / Associate jobs...  ...private markets investment manager with nearly $70 billion in assets under management, is...  ...evaluation, deal execution, portfolio monitoring, and general team... 
    Private
    Asset

    InforCapital, partnership

    Chicago, IL
    5 days ago
  • $140k - $160k

    Position OverviewLaSalle Debt Investors ("LDI")...  ..., developers, private equity sponsors,...  ...bankers.Build and manage a robust pipeline...  ...investment strategy and portfolio objectives....  ...assessment.Portfolio & Asset ManagementMonitor...  ...oversee Analysts, Associates, and junior... 
    Private
    Asset
    Full time
    Work at office
    Local area

    LaSalle

    Chicago, IL
    4 days ago
  • $93k - $217k

     ...ambitious Director Level Portfolio Manager III to support growing...  ...range of equity and debt arrangement for large-...  ..., energy related assets, midstream and infrastructure...  ...including Public Private Partnership (“P3”). The...  ...training, and mentoring of Associate Directors, Associates... 
    Private
    Asset
    Full time
    Work at office
    Remote work
    Work from home
    Flexible hours

    The Huntington National Bank

    Chicago, IL
    6 days ago
  • $150k - $170k

     ...real estate investment manager focused on acquiring, developing...  ...Core’s student housing portfolio includes over 74,440...  ...across Acquisitions, Asset Management, Capital...  ...investments, operations, debt obligations, and...  ...investment management or private equity real estate experience... 
    Private
    Asset
    Flexible hours
    Shift work

    CoreSpaces

    Chicago, IL
    6 days ago
  • Asset & Wealth ManagementA career with Goldman Sachs Asset & Wealth Management is an opportunity to help clients across the globe realize...  ...(CIOs), research analysts, portfolio managers, consultants, and...  ...funds, exchange traded funds, private alternatives, and separately... 
    Private
    Asset

    Goldman Sachs

    Chicago, IL
    6 days ago
  • $100k - $130k

     ...financial lives compound. Santa Barbara Management was founded by a small group of...  ...getting started. The Role The Portfolio Solutions Associate is crucial to the larger Portfolio Solutions...  ...reporting, scenario modeling, asset allocation, and account maintenance.... 
    Asset
    Full time
    Work at office
    Flexible hours

    Santa Barbara Management

    Chicago, IL
    1 day ago
  •  ...s largest alternative investment management companies with a focus on direct...  ...power infrastructure, credit, and private equity is looking to hire a VP of Portfolio Solutions for their Investment Solutions...  ...investment proposals and multi-asset portfolio solutions based on... 
    Private
    Asset
    Full time

    Coda Search│Staffing

    Chicago, IL
    5 days ago
  • $100k - $108k

    Department: Portfolio Services & Commercial Excellence...  ...00 - $108,000 / year Private Equity Consulting Advance...  ...solving. At IGS, Associates work directly on high-...  ...Consultants and Engagement Managers Collecting, procuring...  ...for all analytical assets Building charts, visualizations... 
    Private
    Asset
    Full time
    H1b
    Work at office

    Investor Group Services (IGS)

    Chicago, IL
    4 days ago
  • $95k - $115k

     ...(“Adams Street”) is a global private markets investment manager that has nearly $76 billion* in assets under management. The firm is...  ...oriented, analytically minded Associate to join our Performance...  ..., client/investor reporting, portfolio analytics, investment operations... 
    Private
    Asset
    Temporary work
    Work at office
    Immediate start
    Worldwide
    Flexible hours

    Adams Street Partners

    Chicago, IL
    4 days ago
  •  ...real estate investment firm is seeking a Portfolio Management Analyst to support fund performance,...  ...lifecycle, working with acquisitions, asset management, accounting, capital markets...  ...1–3 years of experience in real estate private equity, investment banking, finance or... 
    Private
    Asset
    Full time

    Connect Search, LLC

    Chicago, IL
    1 day ago
  • U.S. Bank is seeking a Senior Investment Manager to oversee individual and trust assets, aligned with client objectives. You will manage investment...  ...relationships while driving retention and portfolio growth within Private Wealth Management, ensuring high service levels... 
    Private
    Asset

    U.S. Bank

    Chicago, IL
    5 days ago
  •  ...Search│Staffing is seeking a VP of Portfolio Solutions for a leading global alternative investment management firm. The role focuses on...  ...renewable power, credit, and private equity to align with client objectives...  ...proposals, conduct strategic asset allocation, evaluate... 
    Private
    Asset

    Coda Search│Staffing

    Chicago, IL
    2 days ago

Do you want to receive more vacancies?

Subscribe and receive similar vacancies to Associate, Private Debt, Portfolio & Asset Management. Be the first to apply!