Associate, Private Debt Job at Heitman (Chicago)

Senior Associate, Financial Operations & Analysis, Private Debt

This Opportunity Our Financial Operations & Analysis department is looking to h...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Proficient Excel skills, including complex formulas and financial analysis
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Effective and efficient organizational, project-, and time-management skills
Commitment and willingness to manage competing (sometimes tight) deadlines in a fast-paced environment
Team player with strong collaboration skills to support working across multiple functional departments
Motivated by independent and team-oriented successes
Skilled problem-solver with the ability to apply analytical and critical thinking in practical work environments
Strong verbal and written communication skills

Job Responsibility

Apply knowledge of accounting principles and financial analysis in day-to-day responsibilities
Calculate property and debt valuations as well as investment performance metrics
Prepare quarterly status reports for each investment, collaborating with Portfolio & Asset Management throughout the process
Review and approve accounting transactions such as loan originations, repayments, loan defaults, foreclosures, and waterfall calculations
Review and analyze monthly and quarterly variances of investment income, including interest accruals, paydowns, fees, and reserve activity
Review quarterly and annual financial reports, including footnotes, and supporting schedules prepared by our third-party accounting service provider
Review, analyze and forecast investment and fund-level IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management
Understand and prepare inputs for loan metric calculations such as DSCR, DY, and LTV
Participate in ad hoc projects, including consultant/client questionnaires or other projects to assist Portfolio Management in driving fund performance and improving client service
Review and analyze fund cash flow calculations, including contributions and distributions

What we offer

bonus eligible and participate in a generous annual bonus plan
competitive compensation and a leading-edge, human-centric benefits package

Fulltime

Senior Associate, Private Equity

Our London office is seeking a Senior Associate to join our Real Estate Private ...

Location

United Kingdom , London

Salary:

Not provided

Heitman

Expiration Date

Until further notice

Requirements

5+ years previous experience in real estate finance such as private equity, investment banking or corporate finance
3+ years of experience supporting senior investment team members on asset management and transaction execution
Previous exposure to operational real estate preferred (e.g. residential, student housing, senior housing, self-storage)
Strong academic record with excellent quantitative and analytical skills
Advanced financial modelling capabilities
high proficiency in Excel
Strong written, verbal, and organizational skills
Ability to manage multiple parallel workstreams
Self-starter who can operate independently while contributing effectively within a collaborative team
Demonstrated commitment to company values and best practices

Job Responsibility

Manage investments throughout their lifecycle, including business planning, budgeting, cash flow forecasting, valuations, and periodic reporting
Develop, maintain, and analyse asset-level financial models to monitor performance and support decision-making
Identify and execute value creation initiatives, including leasing strategies, capex programmes, and operational improvements
Monitor third-party property managers and joint venture partners
Support external valuation processes and review third-party appraisals
Identify investment risks and recommend mitigation strategies
Analyse and execute investment dispositions as appropriate
Evaluate acquisition opportunities across Europe, spanning multiple strategies and asset classes
Support underwriting and due diligence for transactions sourced within the team
Coordinate due diligence and closing processes with internal and external stakeholders

What we offer

Competitive compensation
All team members are bonus eligible and participate in a generous annual bonus plan
Leading-edge, human-centric benefits package

Loan Agency Services, Sr. Associate (Private Credit)

Discover the future of debt capital markets. We’re experts at adapting and innov...

Location

United States , Chicago

Salary:

60000.00 - 105000.00 USD / Year

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business, or economics (or commensurate work experience)
3+ years of investment management operations experience or bank loan agency/syndication experience
Ability to quickly learn new concepts and independently research and resolve issues
Ability to collaborate with internal groups and external clients
Strong verbal/written communication skills
Ability to excel in a deadline-driven environment
Excellent organizational skills with exceptional attention to detail and follow-through
Demonstrated analytic skills, strong working knowledge of fundamental financial/accounting/business concepts, and a proactive interest in learning and mastering new concepts
Strong Microsoft Excel skills and experience
Knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools

Job Responsibility

Act as a primary owner of assigned deals
Work with Loan Agency support staff to manage and communicate deal information to the borrower and lending group
Review and negotiate administrative issues within credit agreements
Oversee the maintenance of the agency system to reflect attributes of each credit agreement and related governing documents
Oversee the calculation, invoicing, and disbursement of all deal-related fees
Assume responsibility for the coordination of funds movement related to initial funding and closing, managing closings for lenders, transferring positions by assignment, and working closely with the borrower and lending group
Oversee ongoing maintenance of facility commitments and processing of loan/facility-related activity, including rollovers, rate settings, conversions, prepayments, assignments, amendments, waivers, et cetera
Oversee accurate and timely collection and disbursement of interest/principal/fee payments to lenders
Ensure collection of new borrowings from lenders and disbursement to borrower
Act as senior liaison between borrowers and lenders, ensuring compliance with the terms of the credit agreement and other governing documents

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Fulltime

Debt Finance Associate

Our client is a leading global law firm with an outstanding reputation across th...

Location

United Kingdom , London

Salary:

200000.00 - 250000.00 GBP / Year

Jameson Legal

Expiration Date

Until further notice

Requirements

2–5 years’ PQE
strong debt finance experience gained at a leading law firm
experience advising on a range of financing transactions

Job Responsibility

Advising on syndicated lending, acquisition finance, refinancings and other complex domestic and international financings
early responsibility, direct client exposure and involvement in high-value transactions from day one

Fulltime

Real Estate Finance Structured Debt Senior Associate

Our market-leading Real Estate Finance and Structured Debt practice combines key...

Location

United Kingdom , London; Manchester; Southampton

Salary:

Not provided

Bryan Cave Leighton Paisner LLP

Expiration Date

Until further notice

Requirements

A strong understanding of key structured finance and securitisation concepts, ideally developed in a broader Real Estate Finance context
Flexibility and adaptability to allow you to manage your work proactively in a high paced environment
Commercial focus with a knowledge of key areas of the law and ability to provide high quality, clear, concise and practical advice
Strong team and collaboration skills to work with colleagues across the firm on client and transaction teams
An enthusiasm to work with more junior colleagues to manage transactions effectively and develop their skills
A willingness to continue to learn to grow your own legal skills and knowledge (within a supportive team environment)

Job Responsibility

Lead on real estate structured finance transactions involving a broad range of financing structures and asset classes, acting for a wide range of both bank and debt fund/alternative lender clients
Draft and review structured finance documents including CRE warehouse facility agreements, repurchase (repo) agreements (both MRA and GMRA based), note issuance documentation, cash management and intercreditor agreements, as well as securitisation memoranda and legal opinions
To act as the interface between the Structured Finance and Real Estate/Real Estate Finance aspects of transactions, understanding the full range of financing structures from vanilla investment instruments through to securitisation and other structured debt financings
Be actively involved in developing our Real Estate Structured Debt knowhow offerings, both internally and for clients, and to be actively involved in CRE industry associations through thought-leadership and cross-market initiatives in the rapidly growing and evolving UK and European real estate structured finance market
Manage deal teams including junior associates, trainees and paralegals both from within Real Estate Finance and Structured Debt team and throughout the firm in the UK and globally
Develop and deepen client relationships, for clients ranging from banks, investment banks, private equity funds, alternative investors, developers property companies to our annuity clients
Depending on your interests and experience, get involved in our sector and specialist experience teams to continue to develop your own expertise and share knowledge with colleagues
Support the Partners and other senior team members in with the supervision and development of more junior lawyers

Real Estate Structured Debt Senior Associate

Our client’s top tier Real Estate Finance and Structured Debt practice is seekin...

Location

United Kingdom , London

Salary:

150000.00 - 180000.00 GBP / Year

Jameson Legal

Expiration Date

Until further notice

Requirements

Strong experience in structured finance and securitisation concepts, ideally within a Real Estate Finance context
Excellent drafting skills and technical precision
Commercial awareness and the ability to provide clear, pragmatic advice
The ability to thrive in a fast-paced, high-value transactional environment
A genuine interest in mentoring and developing junior colleagues
Experience Level: Senior Level (5-10+ years)
PQE: 4-6 years, 7+ years, 10+ years

Job Responsibility

Lead complex real estate structured finance transactions across a range of financing structures and asset classes
Draft and negotiate CRE warehouse facilities, repo agreements (MRA/GMRA), note issuance documentation, securitisation memoranda, cash management and intercreditor arrangements
Act as the interface between Structured Finance and Real Estate/Real Estate Finance teams
Manage multi-disciplinary deal teams across UK and international offices
Build and deepen relationships with banks, investment banks, debt funds, alternative lenders, private equity sponsors and developers
Support partners in supervising and developing junior lawyers

Fulltime

Debt Advisory Associate Director

A leading corporate finance advisory firm is seeking a Debt Advisory Associate D...

Location

United Kingdom , London

Salary:

Not provided

Orbis Consultants

Expiration Date

Until further notice

Requirements

Proven experience in debt advisory, ideally within corporate finance, investment banking, or financial services
Strong understanding of financial transactions, including leveraged finance, capital markets, and restructuring
Advanced financial modelling skills and ability to analyze complex financial structures
Accounting qualification (ACA, ACCA, CIMA) or CFA preferred
Excellent communication and stakeholder management skills
Ability to work in a hybrid model (office and remote working balance)

Job Responsibility

Lead and execute debt advisory transactions, including refinancing, structured finance, and capital raising
Develop and maintain client relationships with corporates, private equity firms, and financial institutions
Build and analyze financial models to assess financing structures and recommend optimal solutions
Advise clients on debt structuring, credit risk assessment, and funding strategies
Manage deal execution, including negotiation with lenders and investors
Support business development efforts by identifying new opportunities and contributing to firm growth

What we offer

Competitive salary package with performance-based incentives
Hybrid working model offering flexibility
Work with a highly regarded advisory team on major financial transactions
Opportunity for career progression within a dynamic and growing firm

Fulltime

Restructuring Advisory Intelligence Associate Director

This is a fantastic opportunity for a driven individual with strong experience a...

Location

United Kingdom , London

Salary:

Not provided

Grant Thornton UK LLP

Expiration Date

Until further notice

Requirements

Educated to degree level or equivalent work experience
Strong experience gained within a restructuring, investment banking or credit analyst environment or within a specialist data provider in this market (such as Debtwire or Octus)
Strong analytical skills in interpreting financial data
Excellent commercial awareness

Job Responsibility

Working closely with our Turnaround and Restructuring, Pensions and Debt & Capital Advisory teams you will provide support and high-quality analysis for pitches, proposals and the generation of new work, identifying and acting on commercial opportunities, overseeing thought leadership, maintaining sector knowledge management and raising the profile of the team both internally and externally
You will liaise with the other sector and market intelligence team members to provide a comprehensive picture of internal experience and credentials as well as analysis of external market conditions and their effect on these sectors
Through the value-added research you provide you will help the team win new business
You will be part of the Turnaround and Restructuring team and also the Sector Intelligence team which includes eight sector and market experts (including healthcare, business support services, industrials, TMT, financial services and private equity)
This role requires you to work closely with senior fee-earners to help develop a pro-active and sector driven go to market strategy

What we offer

Core benefits including life cover, income protection and matched pension
Supporting your health with screening, dental and eye care and Doctor@Hand
Financial support through mortgage advice, will writing, investment accounts and more
Lifestyle benefits including buying holiday, bike schemes, discounts and cashback

Fulltime

Select Country

Associate, Private Debt

Job Description

Job Responsibility

Requirements

What we offer

Looking for more opportunities?