Investor Relations, Business Analyst Full Time NEW

The Investor Relations Business Analyst supports Heitman’s capital-raising and client service teams by providing insights, structure, and operational support across the sales lifecycle. This role focuses on tracking results, managing the sales funnel, supporting the sales team’s prospecting efforts, and enabling execution through data, technology, content, and cross-functional collaboration.

Responsibilities include, but are not limited to:

• Track and analyze capital raising results, sales performance, pipeline health, and funnel progression.
• Manage sales funnel reporting, forecasts, and dashboards across Heitman’s product suite to support leadership decision-making.
• Contribute to firmwide communications effort to provide visibility into capital raising efforts and results. Create and maintain firm-level presentations to report capital raising results on a periodic basis.
• Provide day-to-day analytical and operational support to the sales team, including assistance with prospecting and industry research.
• Own and manage the Client Service & Marketing subscription budget, including managing relationships with third-party vendors and platforms. Regularly assess tool utilization and consolidate or optimize subscriptions as the organization scales.
• Support the implementation and optimization of the new Juniper Square technology solution. Work with the capital raising and client service teams to drive adoption of the new technology platform.
• Develop and refine sales content, messaging, and enablement materials in collaboration with product and marketing.
• Coordinate and support technical and product training for capital raising team and other stakeholders.
• Coordinate client service and marketing team meetings, including production of materials in support of sales team meetings and product deep divers.
• Partner with marketing, client service, product and technology to ensure technology solutions are aligned across business.

Qualifications:

• 5+ years of experience in sales enablement, capital markets, investor relations, or related roles within real estate investment management, asset management, or financial services.
• Strong understanding of real estate investment structures, fund strategies, and the institutional fundraising process.
• Proven experience building enablement programs that support revenue or capital formation goals.
• Exceptional written and verbal communication skills; ability to simplify complex financial concepts.
• Experience working cross-functionally with senior stakeholders.

Preferred

• Experience supporting institutional fundraising or alternative investments (real assets, private equity, private credit)
• Familiarity with CRM and enablement platforms (e.g., Juniper Square, Salesforce, Preqin, eVestment, With Intelligence)
• Relevant advanced degrees or certifications
• Background in finance, economics, real estate, or related quantitative disciplines.

Source: Heitman Career Page

Tagged as: REPE Firm