Investment Officer, Private Debt

This Opportunity 
 

Heitman is seeking an Investment Officer to join our Private Debt Investment team. This role focuses on sourcing high-quality real estate transactions via preferred equity and bridge debt structures. You'll become the point person representing the firm in the Northeast and Mid-Atlantic with the opportunity to work on both development and existing assets. Your responsibilities would include closing multiple transactions each year on behalf of institutional co-mingled funds and separate accounts.

Responsibilities include, but are not limited to:

• Establishing and maintaining operator, developer and broker relationships.
• Evaluating investment opportunities, assessing risks, and identifying ways to optimize risk and return via market selection, asset selection, business plan evaluation, and capital structure.
• Conducting valuation analyses, negotiating terms, performing due diligence, and preparing materials for presentation to investment committee.
• Coordinate with relevant internal groups including research, asset management, due diligence and others to gain consensus on investment opportunities.
• Present opportunities to senior lenders to secure necessary leverage to achieve targeted returns.
• Coaching and managing junior investment professionals.

Qualifications:

• Minimum 8 years of investment experience, with a preference for candidates at VP and SVP levels. Years of experience for these levels can vary.  Experience in the Northeast/Mid-Atlantic is a bonus, but not necessary.
• Proven experience as an Investment Officer in originations or acquisitions, with a background in private debt origination, equity acquisitions, joint venture equity investing, or non-recourse senior debt.
• Strong analytical skills across the investment risk spectrum, with a solid understanding of financial modeling and valuation of value-add assets is required.
• Experience in various sectors including alternatives is a bonus, but not necessary.  Willingness to learn new product types and leverage the firm’s existing resources is key as this role is focused on all asset classes. 
• Familiarity with legal documents including joint venture agreements, mezzanine loan documents and senior loan documents. 
• Extensive network of contacts and relationships in various investment channels, with a strong reputation in the investment community.
• Strong academic background; Bachelor’s Degree in Finance, Real Estate, Economics, or a related field.

Competencies:

• Excellent negotiation and business development skills.
• Strong financial acumen, including knowledge of senior financing, mezzanine, and preferred equity.
• Entrepreneurial mindset with a willingness to take smart risks.
• Excellent communication skills, both oral and written.
• Team player with sound investment judgment and high motivation.
• High level of flexibility and professional maturity.
• Comfortable with ambiguity and able to lead through complex situations.
• Strong leadership and collaboration skills.

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.

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.

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