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.
Essential Duties and 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.
- In general, approach every piece of financial information with a strategic mindset and opinion for how that piece of information ought to be interpreted, how it aligns with investor goals, etc.
Education/Experience 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.
