Assist in the proactive monitoring and management of a portfolio of debt investments across various property types;
Review and analyze business plans, leasing activity, and monthly property operating data;
Analyze loan draws to ensure property business plans stay in line with budget and leasing parameters;
Liaison with borrowers and leading members of the Asset Management Team and client to review business plan execution and ensure debt covenants are met;
Generate reporting materials to monitor the performance of investments at the asset level and support portfolio management analytics;
Examine and report on covenant monitoring;
Perform credit analysis of potential sponsors/borrowers;
Support loan closing and onboarding to Asset Management function; spearhead loan repayment process;
Focus on all aspects of loan originations, financial modeling/underwriting, term sheets, due diligence, loan document review, and closings;
Perform in-depth market research, comparable sale reviews, lease analyses and sponsor diligence;
Support asset management through review of borrower quarterly reporting and loan covenant compliance;
Collaborate to perform due diligence throughout the closing process; and
Play a major role in the preparation of investment memoranda and participate in deal presentations to the debt investment committee.
Requirements
A minimum of 2 years’ relevant experience
Advanced financial modeling and analytical skills
Ability to understand and analyze loan documents, leases, and management agreements
Bachelor’s degree required
Benefits
Employer-paid Medical, Dental & Vision, with buy-up options available