Manager, Investments

About the role

Phillips Edison & Company is seeking a Manager to join our Investments team, which drives all underwriting and analysis for Phillips Edison’s property acquisition strategy. This position will oversee and review investment model preparation and presentation by a team of investment analysts, and will also directly manage a subset of those analysts. The ideal candidate must be able to work in a fast-paced environment, handling and effectively delegating multiple responsibilities and requests, while distilling detailed financial data into meaningful information for investment decision-making. This role will report to the Director of Investments and will be based out of our Cincinnati, OH corporate headquarters office.

Responsibilities

• Review and present acquisition underwriting models (Argus Enterprise and Excel) through every phase of an acquisition process:
  • Pre-diligence/initial presentation
  • Post-Investment Committee iterations and scenarios (as needed)
  • Post-diligence/sign off
  • Transaction closing and hand off
• Manage two or more analysts, providing project guidance, coaching, and overall direction for day-to-day and long-term.
• Assign underwriting work and priorities to the analyst pool, managing timely underwriting model throughput.
• Partner with other verticals at PECO, including Acquisitions, Transactions, Investment Management, Finance, Asset Management, Leasing, and Property Management – working with a “one team” mentality – to guide property acquisitions and associated financial models from initial analysis all the way to onboarding to PECO’s operating platform.
• Collaborate with Investment Management and Acquisitions to evaluate assets for various joint venture and balance sheet strategies.
• Enhance and build new templates and processes.
• Approach every piece of financial information with a strategic mindset and opinion for how that information ought to be interpreted and how it aligns with investor goals.

Requirements

• Bachelor’s degree in Finance or related field preferred.
• 3-5+ years of direct experience in commercial real estate investment analysis required.
• Experience managing a small team and/or proven experience to step into a manager role.
• Advanced Excel skills required.
• Experience with Argus Enterprise (or a similar financial modeling CRE software) required.
• Advanced, professional, and polished written and verbal communication skills required.
• Self-starter who is naturally curious, a quick learner, and who will take the initiative to understand the root of issues without being prompted.
• High-energy personality willing to work extra hours during peak times to meet deadlines.
• Willing and able to work a majority of the time on-site at PECO’s Cincinnati headquarters.