Western & Southern Financial Group

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Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs a variety of financial administration and accounting functions critical to management of the various partnership/LLC entities used in the process of Eagle’s investment management activity (e.g., JV Developer partnership, investment management company and holding company).  Works closely with Eagle’s Investment Management and Financial Management/Performance Measurement areas to complete investment waterfall setups and performance return calculations in the Yardi Investment Management system. Ensures that the income and expense allocations as well as the cash management aspects of Eagle’s partnership/LLC activities are properly accounted for, administered and reconciled in conjunction with the appropriate operating agreements.  Works closely with the Real Estate Investment Accounting Manager relative to these activities. 
Function
Finance & Accounting
ID
2022-17818
Subsidiary
Eagle Realty Group, LLC
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Performs risk exposure analysis for all insurance exposures. Prepares insurance applications, renewal presentations, budget and all Treasury budget variance analysis. Reviews insurance renewal quotes, leases, contracts, mortgage loans and joint venture equity real estate projects. Also involved with safety initiatives, claims and business continuity. Works collaboratively with the Treasury team, updates manager on a regular basis and identifies issues for escalation to manager. Risk Specialist will also serve as a back-up to the Risk Management & Claims Analyst and be available to Cash Management as a wire approver.
Function
Finance & Accounting
ID
2022-17648
Subsidiary
Western & Southern Financial Group
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: The Investment Associate works under the direction and supervision of senior team members to analyze, underwrite, negotiate and close potential mortgage and/or equity investments. The Investment Associate works closely with other investment team members in performing due diligence and transitioning new investments to the Asset Management or Mortgage Loan Servicing area. In this role, the Investment Associate will be responsible for three primary functions: - Underwrite new investments. - Process investment due diligence. - Close new investments. The Investment Associate supports the investment team by processing the appropriate financial and market analyses for new investments, by preparing investment recommendations to the Investment Committee, and by taking a leading role in the closing of new transactions. Over time, with demonstrated experience, this individual will assume more responsibilities with respect to structuring and negotiating new investments. Works with minimal supervision and is responsible for making an established range of decisions, updating Manager on a regular basis and escalating to Manager when necessary.
Function
Investment Management
ID
2022-17604
Subsidiary
Eagle Realty Group, LLC
Job Locations US-OH-CINCINNATI
Summary of Responsibilities: Works closely with real estate debt investment professionals and project managers to organize, coordinate and support administration of day-to-day real estate debt investment related activities. Regularly interacts with mortgage loan producers, analysts, closing and servicing associates.  Works under some supervision; responsible for making a minimal range of decisions and regularly keeping manager updated.
Function
Investment Management
ID
2022-17064
Subsidiary
Eagle Realty Group, LLC

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