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Heitman

Senior Proposal and Investment Writer

Posted Yesterday
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In-Office
Chicago, IL, USA
Senior level
In-Office
Chicago, IL, USA
Senior level
Develop and manage responses to RFPs and due diligence questionnaires, maintain the RFP content library, produce marketing collateral and thought leadership, and edit client communications. Coordinate with sales, investment teams, and senior management to meet timelines and improve proposal processes across global business units.
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Company Description

Company: Heitman

Founded in 1966, Heitman LLC is a global real estate investment management firm with over $36 billion in assets under management. Heitman’s real estate investment strategies include direct investments in the equity or debt capitalization of a property or in the securities of listed and publicly traded real estate companies. Heitman serves a global client base with clients from North American, European, Middle Eastern and Asia-Pacific institutions, pension plans, foundations and corporations and individual investors. Headquartered in Chicago, with offices in Los Angeles, London, Luxembourg, Frankfurt, Munich, Warsaw, Hong Kong, Seoul, Tokyo, and Melbourne, Heitman’s over 300 employees offer specialized expertise – from a specific discipline to local insight.

Job Description

Our Chicago office is seeking a Senior Proposal Writer who will develop responses to requests for proposals and due diligence questionnaires from consultants and prospective clients. This position will also handle updating the PMAPs content library, develop marketing collateral for the firm’s funds and strategies, and will edit client communications, including quarterly and annual reports. The Senior Proposal Writer will work across Heitman’s three complementary business units and will support the firm globally.  This position will interact regularly with sales & client service, investment team members, and senior management. As the position will handle a high volume of work in a fast-paced environment, ideal candidates will exhibit strong attention to detail and the ability to effectively manage time and prioritize assignments.

Primary Duties – May include, but not limited to the following:

  • RFPs

    • Write, organize, edit and format responses to requests for proposals (RFPs) across all of Heitman’s products and geographic regions

    • Analyze RFP requirements in order to write, answer, organize and edit proposal content

    • Coordinate sales and investment teams to establish RFP timelines and determine content ownership

    • Add new, update and maintain existing content within the firm’s RFP database

    • Work with investment team members to develop and write new content

    • Ensure timely deliverable of quarterly updates, including documents in RFP library and updates to proposal database

    • Responsible for updating consultant databases on a regular basis

    • Provide feedback and recommendations to improve processes

    • Responsible for tracking, analysis and/or reporting on trends and RFP process effectiveness
  • Thought leadership development

    • Write, and coordinate development of various thought leadership pieces that can be leveraged across multiple platforms and present the firm’s investment capabilities in the context of global secular and cyclical macroeconomic developments and client investment
      challenges and objectives

    • Collaborate with resident experts and author articles to be published in target industry and other publications

    • Review and edit client communications, including quarterly and annual reports

    • Responsible for tracking, analysis and/or reporting on effectiveness

Qualifications

EDUCATION

Excellent academic qualifications; Bachelor’s degree required. Degrees in Journalism, English, Political Science, Marketing or Communications preferred.

EXPERIENCE

  • 7 years of direct job-related experience required

  • Financial services, real estate, or professional services industry experience a must

KNOWLEDGE, SKILLS, AND ABILITIES - The following are essential:

  • Strong writing, editing, proofreading skills are essential

  • Direct experience leading, writing, editing and preparing RFPs

  • Direct experience leading, writing, editing and preparing thought leadership, content programs

  • Superior project management skills

  • Excellent interpersonal, verbal and written communication skills

  • High level of professionalism, client service skills and an enthusiastic team player

  • Ability to work efficiently and handle multiple projects in a fast-paced environment

  • Must be a results-oriented self-starter with strong attention to detail

  • Proficient in MS Office Suite (Word, Excel, PowerPoint), SharePoint

  • Experience working in PMAPS or Qvidian preferred

Additional Information

Interested professionals should apply via our website at www.heitman.com. Please make sure to select “careers” under the About tab to submit your cover letter and resume. If you are a Heitman employee, please make sure to apply using your Heitman email address.

NO PHONE CALLS PLEASE

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.

HQ

Heitman Chicago, Illinois, USA Office

110 N Wacker Dr, Chicago, Illinois, United States, 60606 1569

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