Financial Modeling and Analysis:
When supporting new investment activities, performs preliminary review and financial analysis to screen prospective investment transactions and determine whether they are consistent with Eagle’s investment guidelines and expectations. Rejects opportunities that do not meet criteria and advises Investment Manager of opportunities that do. Assists in negotiating terms on new transactions.
For assigned transactions or assets, pursues, compiles and organizes the necessary information for, and prepares detailed financial analyses, both on an ad hoc basis and utilizing established financial analysis templates.
Models cash flows for new investment opportunities and existing investments, including joint ventures, mortgage loans, acquisitions, etc. Calculates, tracks and projects performance metrics (IRR, MOC, yield, spread, debt service coverage, etc.) as requested.
Works with the team to provide analysis of revenue impacts, resource impacts and operating expenses of various options, and provides meaningful recommendations based on objective analysis.
Works with senior team members to establish and maintain templates related to the documentation and management of the investment portfolio.
Prepares or supports other team members in the preparation and publication of valuations, forecasts and various reports.
Performs quality checks on all financial analyses performed by other team members as requested.
Compiles and organizes the necessary information for, and prepares competitive rental analyses and comparables, and gathers and reviews other pertinent local market information.
Performs commercial real estate market research and applies appropriate market data for the underwriting of investment opportunities and/or existing investments.
Analyzes market comps, location, demographics of properties to confirm underwriting and/or valuation assumptions.
Works with senior members of the investment team to perform project-specific market analyses.
Investment Due Diligence:
Provides investment due diligence support.
Collects, analyzes and reviews due diligence information for proposed new investments as requested by the investment professional(s) in charge of the investment, including entitlements, sponsor financial statements, experience and background reviews, etc., and provides a summary report of the information obtained and the results of the analysis conducted.
Schedules third-party consultants involved in due diligence on sponsors and/or their investment opportunities.
Acquires an appraisal for each new investment.
Acquires familiarity with all departmental procedures, data sources and analysis tools. Maintains adequate documentation of activities in an organized file system.
Develops working relationships with borrowers, developers, appraisers, contractors and other real estate professionals in connection with Eagle’s investment activities.
Supports senior team members in the preparation of Investment Memos, including the presentation and final recommendation of investments to the Investment and Finance Committees.
Creates, updates and maintains a proprietary deal sourcing database, pipeline report(s) and other routine reports.
Prepares for senior management review a deal summary for each new transaction, and sets up each new deal in Dynamo or other appropriate filing systems.
Assists with various portfolio management issues, such as draws, fundings, loan payoffs and assumptions, etc.
Performs other duties as assigned by management.