Investment Officer, Private Debt
About the position
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
• 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.
Requirements
• 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.
• 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.
• 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.
Nice-to-haves
• Experience in the Northeast/Mid-Atlantic is a bonus, but not necessary.
• 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.
Apply Now
Apply Now
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
• 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.
Requirements
• 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.
• 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.
• 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.
Nice-to-haves
• Experience in the Northeast/Mid-Atlantic is a bonus, but not necessary.
• 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.
Apply Now
Apply Now