Senior Real Estate Investment Analyst
Phillips Edison & Company · Cincinnati, OH · 1 wk ago
ManagementFull-time
Essential Duties And Responsibilities
- Coalesce deal inputs from Acquisitions, Transactions, Tax, Insurance and Finance into a comprehensive financial pro forma for each prospective acquisition opportunity.
- Identify and communicate key insights related to financially significant modeling assumptions, highlighting risks and proposing opportunities.
- Manage underwriting workflow of each project from the initial underwriting through letter of intent, contract stage, due diligence, closing and transfer of final model assumptions to the ERP system (MRI).
- Work closely with Acquisition Officers, the Research team, and the Portfolio Management team throughout the acquisition process.
- Drive the ongoing development and refinement of underwriting best practices.
- Analyze and present deals to internal stakeholders.
- Support Acquisitions, Investments, Portfolio Management, and Investment Management with ad hoc financial analysis as requested.
- Partner with Transactions Associates in their performance of due diligence on prospective acquisitions, potentially including on-site inspections, tenant interviews, and market research.
- Work with the Investment Management team to develop and implement new underwriting models for potential partnerships, including working knowledge/implementation of JV partner splits and promote waterfalls.
- Maintain ownership of the team’s underwriting models, including ongoing updates, new implementations, troubleshooting, training other team members, and more.
Education / Experience Requirements
- Bachelor’s degree in Finance, Economics, or Real Estate preferred. Advanced degree a plus.
- 3-5 years of experience in commercial real estate valuation and analysis required.
- MS Office experience including high proficiency with Excel. Experience modeling within Argus Enterprise. Familiarity with Dealpath is a plus.
Qualifications
- Strong verbal and written communication skills required.
- Ability to lead complex underwriting projects effectively while managing a variety of ad hoc tasks and assisting junior analysts as needed.