Associate, Private Debt Job at Heitman (Chicago)

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Senior Associate, Financial Operations & Analysis, Private Debt

This Opportunity Our Financial Operations & Analysis department is looking to h...

Location

United States , Chicago

Salary:

80000.00 - 95000.00 USD / Year

Heitman

Expiration Date

Until further notice

Requirements

Degree in Accounting, Finance, or Real Estate
2 to 4 years of experience
Proficient Excel skills, including complex formulas and financial analysis
Analytically minded with an ability to manipulate and analyze data to identify trends, solve problems, and make informed recommendations
Effective and efficient organizational, project-, and time-management skills
Commitment and willingness to manage competing (sometimes tight) deadlines in a fast-paced environment
Team player with strong collaboration skills to support working across multiple functional departments
Motivated by independent and team-oriented successes
Skilled problem-solver with the ability to apply analytical and critical thinking in practical work environments
Strong verbal and written communication skills

Job Responsibility

Apply knowledge of accounting principles and financial analysis in day-to-day responsibilities
Calculate property and debt valuations as well as investment performance metrics
Prepare quarterly status reports for each investment, collaborating with Portfolio & Asset Management throughout the process
Review and approve accounting transactions such as loan originations, repayments, loan defaults, foreclosures, and waterfall calculations
Review and analyze monthly and quarterly variances of investment income, including interest accruals, paydowns, fees, and reserve activity
Review quarterly and annual financial reports, including footnotes, and supporting schedules prepared by our third-party accounting service provider
Review, analyze and forecast investment and fund-level IRR’s and time-weighted returns and provide analytical observations and projections to Portfolio & Asset Management
Understand and prepare inputs for loan metric calculations such as DSCR, DY, and LTV
Participate in ad hoc projects, including consultant/client questionnaires or other projects to assist Portfolio Management in driving fund performance and improving client service
Review and analyze fund cash flow calculations, including contributions and distributions

What we offer

bonus eligible and participate in a generous annual bonus plan
competitive compensation and a leading-edge, human-centric benefits package

Fulltime

Debt Advisory Associate Director

A leading corporate finance advisory firm is seeking a Debt Advisory Associate D...

Location

United Kingdom , London

Salary:

Not provided

Orbis Consultants

Expiration Date

Until further notice

Requirements

Proven experience in debt advisory, ideally within corporate finance, investment banking, or financial services
Strong understanding of financial transactions, including leveraged finance, capital markets, and restructuring
Advanced financial modelling skills and ability to analyze complex financial structures
Accounting qualification (ACA, ACCA, CIMA) or CFA preferred
Excellent communication and stakeholder management skills
Ability to work in a hybrid model (office and remote working balance)

Job Responsibility

Lead and execute debt advisory transactions, including refinancing, structured finance, and capital raising
Develop and maintain client relationships with corporates, private equity firms, and financial institutions
Build and analyze financial models to assess financing structures and recommend optimal solutions
Advise clients on debt structuring, credit risk assessment, and funding strategies
Manage deal execution, including negotiation with lenders and investors
Support business development efforts by identifying new opportunities and contributing to firm growth

What we offer

Competitive salary package with performance-based incentives
Hybrid working model offering flexibility
Work with a highly regarded advisory team on major financial transactions
Opportunity for career progression within a dynamic and growing firm

Fulltime

Loan Agency Services, Sr. Associate (Private Credit)

Discover the future of debt capital markets. We’re experts at adapting and innov...

Location

United States , Chicago

Salary:

60000.00 - 105000.00 USD / Year

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business, or economics (or commensurate work experience)
3+ years of investment management operations experience or bank loan agency/syndication experience
Ability to quickly learn new concepts and independently research and resolve issues
Ability to collaborate with internal groups and external clients
Strong verbal/written communication skills
Ability to excel in a deadline-driven environment
Excellent organizational skills with exceptional attention to detail and follow-through
Demonstrated analytic skills, strong working knowledge of fundamental financial/accounting/business concepts, and a proactive interest in learning and mastering new concepts
Strong Microsoft Excel skills and experience
Knowledge or familiarity with Bloomberg, performance systems, and other loan research and analysis tools

Job Responsibility

Act as a primary owner of assigned deals
Work with Loan Agency support staff to manage and communicate deal information to the borrower and lending group
Review and negotiate administrative issues within credit agreements
Oversee the maintenance of the agency system to reflect attributes of each credit agreement and related governing documents
Oversee the calculation, invoicing, and disbursement of all deal-related fees
Assume responsibility for the coordination of funds movement related to initial funding and closing, managing closings for lenders, transferring positions by assignment, and working closely with the borrower and lending group
Oversee ongoing maintenance of facility commitments and processing of loan/facility-related activity, including rollovers, rate settings, conversions, prepayments, assignments, amendments, waivers, et cetera
Oversee accurate and timely collection and disbursement of interest/principal/fee payments to lenders
Ensure collection of new borrowings from lenders and disbursement to borrower
Act as senior liaison between borrowers and lenders, ensuring compliance with the terms of the credit agreement and other governing documents

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Fulltime

Senior Associate (Americas Debt Finance)

Senior Associate (Americas Debt Finance) (White & Case LLP, New York, NY)

Location

United States , New York

Salary:

420000.00 - 450000.00 USD / Year

The New York Times

Expiration Date

Until further notice

Requirements

J.D., LL.M., or U.S. equivalent in law plus 6 years of professional experience as an Attorney, Associate, Law Clerk, or any occupation, job title, position providing legal advice on domestic and cross-border debt finance transactions at an international law firm
Must be admitted to the New York State Bar
6 years of professional experience advising both large and small cap private equity sponsors, corporate borrowers, commercial and investment banks and other clients in the energy/infrastructure, technology, financial services and telecommunications industries on all aspects of financing transactions and the financing life cycle on both the borrower and lender side
6 years of professional experience advising on leveraged finance transactions, both domestic and cross-border, for leveraged buyouts, including syndicated and direct lending facilities, asset-based facilities, refinancing facilities and recapitalization transactions
6 years of professional experience providing advice on Article 9 of the Uniform Commercial Code regarding the creation and perfection of security interests in personal property
3 years of professional experience providing advice in liability management transactions, restructuring and distressed finance, including representing both sponsors/borrowers and creditors and investors in work-out, distressed or other special situations with respect to renegotiating or restructuring debt, up-tier exchange offers, debt repurchases, drop-down transactions, double-dip transactions, consent solicitations, amendments, debtor-in-possession (“DIP”) financings and exit financings relating to the U.S. Chapter 11 Bankruptcy process

Job Responsibility

Draft, review, and negotiate commitment letters and term sheets as well as primary loan and security documentation and ancillary deliverables
Prepare and review issues lists and summary grids as well as conduct legal research, depending on client needs
Manage deal teams and processes from initial discussions through closing and post closing matters
Conduct due diligence
Assist clients with ongoing deal administration, including joinders, amendments, interpretive questions, and collateral matters
Review initial drafts of commitment letters and loan documents, prepare succinct issues lists and prepare revised drafts reflecting client comments
Provide direct assistance to Partners on matters arising in the course of day-to-day provision of legal services to leading international and domestic corporate clients
Attend and present educational seminars and have a high degree of contact with clients, opposing counsel, and other parties
In consultation with Partners, lead negotiation of debt financing documentation, including the review of legal and potential business issues, providing advice directly to clients on potential legal issues and solutions and on the structuring the of the transaction
Lead the drafting of the main debt financing documentation on transactions, including the drafting of commitment letters, term sheets, credit agreements, security agreements, guaranties, intercreditor agreements, fee letters, preferred equity documentation, and all amendments and subsequent revisions to the foregoing documents

Fulltime

Senior Associate - Capital Markets

The Senior Associate will report to the Senior Director – Capital Markets and wo...

Location

United States , Charlotte

Salary:

Not provided

Asana Partners

Expiration Date

Until further notice

Requirements

Deep understanding of and experience with real estate capitalization and principal ownership
Proven track record of developing relationships and managing commercial real estate capital markets transactions
Excellence in Excel, Word, and PowerPoint
Argus Enterprise experience strongly preferred
Advanced Excel modeling experience required
Strong work ethic, self-motivated, and capable of effective independent judgment
Acute attention to detail and passion for quality

Job Responsibility

Execute and manage financing transactions including secured and unsecured credit facilities, subscription facilities, private debt placements, cross-collateralized mortgages, property mortgages, and interest rate swaps and derivatives
Partner with cross-functional teams within Asana Partners to add insight on debt capital markets activity related to acquisition underwriting, dispositions, structured investments, asset management, leasing, and redevelopment
Provide primary oversight on post-closing debt financing portfolio management, reporting, and ancillary business opportunities
Manage debt investments including senior mortgages, mezzanine financings, and preferred equity
Source back leverage for debt investments including A/B notes, note-on-note financings, and repo/warehouse facilities
Provide advanced modeling and technical support for debt capital markets financing activities including balance sheet strategy and sources and uses planning
Manage and cultivate relationships with lenders, debt placement agents, and sponsors
Implement and maintain best practices in CRM and data management

Fulltime

Finance Operations Associate

Fast-Track Career Advancement Opportunity (This position is expected to advance ...

Location

United States , Chicago

Salary:

100000.00 - 105000.00 USD / Year

Robert Half

Expiration Date

Until further notice

Requirements

BS/BA in Accounting
2-3 years of experience Public Accounting Audit and/or Private Fund background
Bank Debt/Private Credit product knowledge a plus

Job Responsibility

Help manage fund leverage facilities, including drawdown/paydown requests, borrowing base certificates, covenant monitoring, advance rate analysis, AUP reviews and other required reporting and analytics
Develop and improve the firm’s reporting infrastructure that serves a variety of internal and external stakeholders and caters to the unique requirements of leverage providers, investors, and other counterparties
Perform representative daily activities that include: Maintain data integrity within borrowing bases for effective administration of credit facilities
Process waterfalls for accurate tracking and payment of principal and interest collections
Leverage business systems such as PowerBI, WSO, Geneva, and Salesforce to automate reporting infrastructure
Establish dashboards and processes to satisfy a variety of reporting needs
Compile and monitor key portfolio ratios and metrics
and Monitor fund liquidity and manage fund cash positions
Liaise with external service providers (leverage providers, collateral custodian, auditor, etc.) on a regular basis
Liquidity management and cash forecasting for the Funds

What we offer

medical, vision, dental, life, and disability insurance
bonus
access to top jobs, competitive compensation and benefits, and free online training
eligible to enroll in our company 401(k) plan

Senior Associate

This position is responsible for financial reporting and accounting for investme...

Location

United States , Boston

Salary:

Not provided

Robert Half

Expiration Date

Until further notice

Requirements

4+ years exp Public Accounting in Audit
Client exposure to PE, VC, HF, Alternatives, Debt, etc
Strong analytical skills

Job Responsibility

Prepare periodic financial statements and related reports
Review work completed by third-party service providers
Oversee accounting, reporting, and compliance for assigned entities
Manage administrative tasks such as capital activity and distributions
Assist with preparation of materials for stakeholders and respond to information requests
Coordinate with external auditors for year-end audits
Support tax-related processes and allocations
Monitor cash activity and reconcile accounts
Maintain and update investment records and related data
Record daily transactions in accounting systems

What we offer

competitive salary and bonus
medical, vision, dental, and life and disability insurance
company 401(k) plan
free online training

Agency Support Officer

Discover the future of debt capital markets. We’re experts at adapting and innov...

Location

Lithuania , Vilnius

Salary:

1750.00 - 2666.00 EUR / Month

Alter Domus

Expiration Date

Until further notice

Requirements

Associate’s or bachelor’s degree in a business-related field or relevant work experience
Basic knowledge and interest in the financial services industry and operations
Responsive, friendly, and proactive approach
Excellent written and verbal communication skills
High attention to details
Ability to work in a high-volume, fast-paced, deadline-driven environment
Meet time sensitive work requirements
Exceptional organizational and time management skills
Ability to multitask and prioritize daily workload
Skilled in independently researching and resolving problems

Job Responsibility

Learn to navigate and gain proficiency with both external software systems and internal proprietary systems to update and retrieve reports needed to perform job duties
Coordinate with internal and external parties to ensure deliverables are tracked, deadlines met, proper protocols followed, and exceptions escalated
Populate and process documentation
including researching and entering appropriate information accurately
Provide high quality client service internally and externally, answering inquiries and resolving problems in a timely manner
Understanding of and ability to open, review and assign computer files according to directory/file path protocols
Ensure work is completed accurately and on-time while tracking and escalating any issues to the appropriate business unit
Demonstrate product and functional knowledge of the leveraged loan market and Loan Agreements
Support the administrative functions of the private credit, direct lender, and broadly syndicated loan (“BSL”) markets
Navigate internal systems and external/industry platforms to verify regulatory adherence and deliver relevant documentation accurately within time sensitive deadlines

What we offer

Support for professional accreditations such as ACCA and study leave
Flexible arrangements, generous holidays and birthday leave
Continuous mentoring along your career progression
Detailed career pathway with structured support
Exclusive access to online learning
Active sports, events and social committees
Employee Assistance Program
Employee Share Plan

Fulltime

Associate, Private Debt

Heitman

Location:
United States , Chicago

Category:
Finance

Contract Type:
Not provided

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
January 20, 2026

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