Job Description
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.
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