Listing Details


 

Interested and qualified candidates, please submit your resume to:

Sierra Olney, Senior Director – sierra@kelleraugusta.com and/or

Kate Mecke, Senior Director – kmecke@kelleraugusta.com

Senior Analyst/Associate – Real Estate Debt Strategies

Boston, MA

JOB DESCRIPTION

Firm Overview:

Our client is a real estate focused private equity firm that invests across the capital stack in a wide variety of opportunistic and value-oriented commercial real estate transactions. The firm invests throughout the United States in single property transactions and multiple property portfolios and currently manages more than $9.6 billion in AUM and has invested in more than $31.6 billion of underlying real estate since its founding in 1993. Our clients’ investors include a diversified and highly regarded group of endowments, foundations, public and corporate pension plans, financial institutions, family offices, and sovereign entities.


The firms Debt Strategies business was launched in 2018 with its flagship Strategic Debt Income Fund (SDIF), an open-ended fund focused on providing flexible bridge capital to facilitate the execution of complex business plans. Since its inception, SDIF has invested in more than $2.4 billion of senior loans across the United States in a variety of asset classes. In 2021, the firm launched a closed-end senior construction fund focusing on providing construction loans to facilitate the development of multifamily and industrial properties in top markets across the U.S. Fund I is nearly fully committed, and the firm is currently in the market raising Fund II.

Responsibilities:
The firm is seeking a Senior Analyst or Associate who will play a key role in sourcing, underwriting, closing, and monitoring senior debt transactions. The candidate will join a lean team with direct access to senior management and ample growth opportunities. Primary duties will include the following:

• Supporting senior personnel in the sourcing and evaluation of prospective deals, including the analytical and transactional aspects of investments, including due diligence, in-market inspections/research, and preparation/presentation of investment committee materials.

• Supporting senior personnel in the sourcing and evaluation of prospective deals, including the analytical and transactional aspects of investments, including due diligence, in-market inspections/research, and preparation/presentation of investment committee materials.

• Preparing and evaluating sophisticated Microsoft Excel models for underwriting investment opportunities and reporting to senior management on the viability of potential investments across asset classes.

• Creating multiple scenario analyses to determine potential loan performance sensitivity.

• Interfacing directly with borrowers, intermediaries, and consultants.

• Monitoring and evaluating the performance of existing debt investments, the execution of business plans by borrowers, and sub-market fundamentals in markets where loans have been originated.

• Reviewing regular funding requests under existing loans and making recommendation to senior management, ensuring business plan execution, and evaluating ad hoc modification requests in collaboration with senior team members.

 

Qualifications:
Candidates should have broad-based analytical skills, superior capabilities in cash flow modeling, sound research abilities, outstanding communication skills and strong writing skills.

• A bachelor’s degree is required, with a preference for candidates concentrating in real estate, finance and/or accounting.  Prior real estate debt experience is a plus.

• A bachelor’s degree is required, with a preference for candidates concentrating in real estate, finance and/or accounting.  Prior real estate debt experience is a plus.

• Approximately 3-6 years of related experience with exposure to commercial real estate.• Exceptional financial analysis and modeling skills utilizing Microsoft Excel and Argus.

• Strong presentation creation capabilities utilizing Microsoft Word and PowerPoint.

• Ability to manage multiple tasks and effectively meet deadlines.

• Team player with the ability to work independently in an entrepreneurial environment.

• Outstanding level of attention to detail, accountability, integrity, and ethics.

• Self-motivated and energetic individual with strong oral and written communication skills.