Debt and Equity Analyst

4 days ago


Denver, Colorado, United States JLL Full time
Job Summary

This position is focused on debt and equity placement for commercial real estate transactions. As a Debt Analyst, you will be involved in every stage of a transaction, from underwriting to closing and client meetings.

Main Responsibilities
  • Prepare debt and/or equity offering memorandums for commercial real estate transactions, including research, financial modeling, and composition of executive summaries.
  • Responsible for complex financial modeling of commercial real estate transactions and utilize market and JLL data/comps to correctly underwrite a transaction.
  • Manage the due diligence process and drive the marketing and closing processes for each transaction, maintaining constant communication with the Producer, market, and Client.
  • Use marketing process information to assist clients in making decisions related to their business plan and capital structure.
  • Must be technically proficient in database use and effectively identify useful data to determine trends and prepare for pitches and meetings.
  • Must understand and review real estate documents (leases, loan documents, appraisals, etc.) to determine if any issues exist and identify potential concerns.
  • Develop and recommend financing alternatives to present to the Producer.
  • Begin to build a 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.
Requirements
  • 1-3 years of experience in a financial analysis environment; mortgage or commercial real estate industry preferred.
  • 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 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 work independently with a team player attitude.
Education

Bachelor's Degree in Real Estate, Finance, Accounting, or a related discipline, or an equivalent combination of education and experience.

Computer Skills

Intermediate working knowledge of Outlook, Excel, and Word; Argus experience a plus; database experience a plus.

Environment

Office environment; work with computers, copiers, and scanners; please note this is an in-person role.


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