About this 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.
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.
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.