Vice President, Financial Operations & Analysis

This Opportunity
 

Our Hong Kong office is seeking a Vice President to join our Financial Operations & Analysis (FOA) team. Members of the FOA team share a strong drive to provide timely, accurate, and critical financial data analysis for the firm. In this role, you will have cross-functional visibility and the opportunity to work alongside internal groups, such as Portfolio & Asset Management and Client Service & Marketing, and external service providers.

The Vice President will lead a team in delivering accounting, finance, valuation, and portfolio & asset management support within the Heitman organization. The ideal candidate will be a trusted leader and self-starter with strong problem solving, analytical and communication skills while working in a highly collaborative environment. They will also demonstrate strong organizational skills and adeptness at multitasking, coupled with a proven track record of successfully leading and developing professional staff.

Responsibilities include, but are not limited to:

• Lead and manage the regional FOA team in execution of the group’s responsibilities
• Be the main point of contact with and oversee fund and investment third-party administrators (e.g., Alter Domus, TMF, etc.)
• Hold ultimate responsibility for all client reporting
• Show an in-depth understanding of properties within the assigned portfolios
• Exhibit ability to perform multiple projects, navigate through unexpected challenges, and bring about viable solutions that provide the best results
• Monitor operating model efficiencies and ensure implementation of improvements
• Ability to communicate analysis and information to team, department, properties, investment committee, and valuation committee
• Work with the transaction and portfolio managers in reviewing and setting-up investment structures/entities
• Analyze Argus, IRR’s and returns and discuss key insights with the Asset and Portfolio Manager(s)
• Assess the current and projected performance of investments
• Analyze incentive fee calculations
• Oversee the implementation of the tax strategy as contemplated by the fund tax advisors
• Prepare client (fund and separate account) quarterly and annual reports and documents for review by senior management
• Ensure fund/account compliance with IM agreement(s), JV agreement(s), and PM checklist(s)
• Undertake regular correspondence with fund/client third-party tax advisors and advise management about issues and changes around items such as related party loans, transfer pricing, depreciation and general tax strategies
• Serve as lead contact for Client Service & Marketing requests
• Review appraisals and valuations, tax returns, and statutory filings prepared by engaged third-parties
• Lead in coordination, preparation and analysis of quarterly property and debt valuations, collaborating with Portfolio & Asset Management, Research, and Acquisition teams throughout the process.
• Demonstrate proficiency in working accounting systems

Qualifications:

• Minimum of 10 years of real estate analysis experience
• Bachelor's degree in accounting or finance
• Proficient in English in all forms of communication, additional expertise in at least one Asian language (Japanese, Cantonese, Mandarin, or Korean) beneficial
• Proficiency in Excel and Argus
• Excellent communication and organization skills
• Deadline driven
• Ability to work efficiently in a fast-paced team environment and able to manage communication across multiple offices and multiple time zones
• Willing to work flexible hours, as necessary, including participating in calls with other global team members in Luxembourg and Chicago
• Able to undertake occasional regional travel, as necessary
• Supervisory experience is a plus
• CPA or CFA is desirable

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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The Firm

Founded in 1966, Heitman is a global real estate investment management firm. Our mission is to lead the evolution of real estate through investments that fulfill the needs of people and communities in a world of constant change. To learn more about our organization and culture, click here.

Total Rewards (Benefits & Perks):

At Heitman, we believe that our success is driven by the success of our team members. That's why we use market data to ensure competitive compensation for every role, reflecting our commitment to investing in our team. In addition, all of our team members are bonus eligible and participate in a generous annual bonus plan, with the percentage varying based on your role and level, ensuring that your contributions are recognized and rewarded. When we grow, you grow!

In alignment with our People First core value, we offer rewarding careers that focus on both personal and professional growth. We are dedicated to helping you and your family thrive, both in the office and at home. To support this, we provide competitive compensation and a leading-edge, human-centric benefits package. Click here to view the details of our benefits.

Additional Information

Candidates applying for roles requiring travel must hold a valid, non-expired driver’s license.

Equal Employment Opportunity: Heitman is an equal employment opportunity employer and complies with all applicable laws prohibiting discrimination based on race, color, creed, religion, sex, age, national origin or ancestry, physical, medical or mental disability or condition (including, without limitation, HIV and AIDS), developmental disability, handicap, denial of family and medical care leave, denial of pregnancy leave, domestic partner status, status as a victim of sexual or domestic violence (or familial relationship to such victim), veteran status, marital status, sexual orientation, arrest records, citizenship status, criminal history that has been expunged, unfavorable discharge from the military, or any other basis protected by federal, state or local laws.