Job Description
Description Job Purpose The Senior Analyst will assist senior transactions team members in sourcing, underwriting and closing new investments in commercial real estate debt instruments on behalf of institutional clients of AXA Investment Manager's US Private Real Estate Debt team.
Key Accountabilities - Assist senior personnel in analysing and underwriting new loan opportunities and refinances of existing loans, including cash flow modelling and asset valuation.
- Interface with Brokers/Borrowers and other market participants to keep up to date with current competitive lending parameters.
- Review and understanding of underlying loan documentation.
- Review and understanding of underlying tenant leases, ground leases, easements and other documentation that impacts property cash flow and value.
- Utilize available market research (CoStar, Axiometrics, Real Cap Analytics, Green Street, etc.) to determine suitability of market conditions for investment.
- Review and analysis of property and guarantor financials.
- Prepare investment recommendations which include a collateral summary, loan terms summary, property condition review, market analysis, overview of tenancy, summary of sponsorship, underwriting/financial modelling of loan collateral, notable investment risks and expected performance of the loan.
- Coordinate with Brokers/Borrowers/Counsel/Closing Team to monitor loan closing status/closing checklist and update pipeline with status.
- Assist senior personnel in the loan closing process.
- Conduct physical inspections of loan collateral and prepare inspection reports.
- Prepare ad hoc analyses at the direction of the senior personnel.
Qualifications Education/Qualifications - Undergraduate degree with a concentration in real estate, finance, economics, business administration, accounting, urban planning, or mathematics are preferred
Experience - 2 to 5 years of related finance and real estate experience
Knowledge and Skills - Strong written and oral communication skills
- Excellent analytical/ financial modelling skills
- Computer skills necessary to perform the job include a detailed working knowledge of Microsoft Office, Excel, Word, PowerPoint and Argus
- 10%-20% travel may be required
Competencies - Organized and detail oriented, ability to multi-task
- Rigorous, self-motivated, team player
- Strong interpersonal skills
- Reliable and Trustworthy
- Must be able to work independently
- Results oriented with the ability to adapt to a changing environment
About AXA The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries.
We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management.
Our mission: To act for human progress by protecting what matter
Our values: Customer first, Integrity, Courage and One AXA
At AXA IM we are investing with a clear purpose - to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than €887 billion in assets.
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AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions.
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