Debt and Equity Analyst

5 days ago

San Francisco, California, United States JLL Full time
Job Summary

This position is focused on debt and equity placement for multi-housing transactions. As a Debt and Equity Analyst/Associate, you will have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing, and term sheet negotiation, closing, and client meetings and events. You will work in a high-energy and team-focused environment.

Main Responsibilities
  • Prepare debt and/or equity offering memorandums for multi-housing transactions, including research, financial modeling, and composition of executive summaries.
  • Responsible for complex financial modeling of multi-housing transactions and utilize market and JLL data/comps to correctly underwrite a transaction.
  • Quarterback the entire OM process, including content creation, loan request summary, deal strategy, and project timeline for deliverables to market; including edits and accuracy of represented information.
  • Create and manage lender list, lender outreach, lender Q&A, and overall tracking of marketing execution process and management.
  • Receive, review, summarize, and analyze loan term sheets and applications, create terms matrix, provide recommendations, and observations to producers.
  • Confirm deals are accurate on pipeline and assist to communicate deal stages to PC as needed.
  • Manage the due diligence process and be the driving force in working through the marketing and closing processes for each transaction, and be in constant communication with the Producer, the market, and the Client.
  • Use this information from the marketing process to assist clients in making decisions related to their business plan and capital structure.
  • Must be technically proficient in the use of multiple databases and be able to effectively identify what data from this system will be useful to determine trends and for preparation for pitches and meetings, internal and third-party.
  • Must understand and review real estate documents (property statements, lender term sheets/applications, loan documents, appraisals, etc.) to determine if any issues exist and determine what could be a concern.
  • Analyze, develop, and recommend financing summaries and/or considerations and alternatives to present to the Producer.
  • Begin to build client network within the industry through meetings, events, and involvement in real estate trade organizations.
  • Participate in weekly office meetings with Producers to discuss deal flow, deal status, market conditions, and review new client leads.
  • Oversee work product for Real Estate Coordinators, includes training, delegating, and coordination of roles.
Experience Required
  • 2-5 years of real estate experience with an emphasis on multi-housing.
  • Ability to navigate the GSE (Fannie Mae, Freddie Mac, FHA) loan process.
  • Self-motivated, team-oriented, and strong time management skills to prioritize deadlines.
  • Excellent organizational, interpersonal, quantitative, writing, and communication skills; able to interface with clients including their top-level executives.
  • Strong writing skills with the ability to communicate analytical and marketing data effectively.
  • Strong research, analytical, and problem-solving skills. Ability to analyze qualitative and quantitative information.
  • Ability to be an independent worker with a team player attitude.
Computer Skills
  • Strong experience with Excel and PowerPoint or Publisher is a must.
  • Expertise of Real Capital Analytics, Axiometrics, CoStar, Reonomy, and Yardi is a plus.
Environment

Office - work with computers, copiers, and scanners. This position is based in JLL's San Francisco office.

Required Documents

All applicants must provide a resume.

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