Details.
Based in Heitman's Chicago office, this role supports capital-raising and client service teams across the sales lifecycle. Responsibilities include tracking and analysing capital-raising results, sales performance, pipeline health and funnel progression; managing reporting, forecasts and dashboards; preparing firm-level presentations and communications; providing analytical and operational support for prospecting and industry research; managing the Client Service and Marketing subscription budget and vendor relationships; supporting implementation and adoption of Juniper Square; developing sales content and enablement materials; coordinating technical and product training; supporting team meetings; and partnering with marketing, client service, product and technology teams. Candidates should have 5+ years of experience in sales enablement, capital markets, investor relations or related roles within real estate investment management, asset management or financial services, alongside an understanding of real estate investment structures, fund strategies and institutional fundraising. Strong written and verbal communication skills, experience building enablement programmes and experience working cross-functionally with senior stakeholders are required. Experience with institutional fundraising or alternative investments, CRM and enablement platforms, relevant advanced degrees or certifications, and a background in finance, economics, real estate or related quantitative disciplines are preferred. The team works in a hybrid environment, with in-office days varying by team.
