Position: Research & Credit Underwriting Associate

Location: Tampa, FL 33602 Hybrid (3 days in office, 2 days remote)

Role And Responsibilities

Under the supervision of the V.P. Credit Underwriting, the Research & Credit Underwriting Associate will work closely with the Investment Management and Acquisition teams alongside the firm’s management. The role will be primarily responsible for drafting investment summary commentary to be submitted to the firm’s management, investment committee, and Board of Directors, including amendments to existing transactions. Primary duties include maintaining an existing portfolio by providing ongoing credit underwriting of corporate tenants and research in the healthcare industry under moderate supervision. The successful candidate will play a role in supporting the acquisition and management of commercial real estate to drive asset-level and portfolio-level performance reporting aligned with the REIT’s strategy. The role requires organizational, analytical, and reporting skills. This role will gather and analyze data to provide comprehensive summaries of the property acquisitions contemplated, and reviews of tenants in the existing assets. Our successful candidate will be intelligent, strategic, and results-driven in order to support our acquisition and underwriting efforts.

Essential Duties

1. Perform due diligence and research of real estate markets, tenants, and the healthcare industry.
2. Collect and analyze tenant financial statements for current and past trends in key performance indicators including revenue, expenses, and cash flow, as well as financial position indicators such as liquidity and leverage, to identify strength and weaknesses in financial performance and position.
3. Read, abstract, and analyze legal real estate related documentation (i.e. leases, LOIs, and PSAs), and corporate financial statements for relevant financial information that will have an impact on the real estate financial analysis.
4. Prepare clear concise summary documentation and spreadsheets that support and explain the basis of the analyses for use in presentations, proposals and/or reports.
5. Draft investment summary commentary for presentation to the firm’s management, investment committee, and for financing approval.
6. Develop and maintain financial models and other analytical tools for property and portfolio analysis.
7. Perform financial modeling and due diligence in support of the company’s ongoing real estate acquisition and asset management activities.
8. Help implement process and procedure improvements and adjustments.
9. Other related duties and projects as assigned.

Qualifications And Education Requirements

1. Bachelor’s degree in finance, accounting, or related field; MBA nor CFA are required.
2. 3+ years of progressive financial analysis/accounting and underwriting work experience in middle market, corporate and/or real estate credit analysis, and/or real estate finance area at a financial institution.
3. Strong financial modeling skills and ability to summarize data via Excel functions is required.
4. Formal credit training is a plus.
5. Knowledge of Yardi a plus.
6. Candidate should possess exceptional analytical, interpersonal and organizational skills.
7. Candidate must be proficient with Microsoft Suite (Excel, Word, Outlook, etc.).
8. Candidate must possess and demonstrate core values of humility, integrity, accountability, open & honest communication, and by embracing teamwork (H.I. A.C.T.).
9. Candidate must demonstrate high attention to detail in analytical assessments and can perform error free analyses.
10. Candidate must possess strong verbal and written communication skills.
11. Candidate must be able to effectively engage in multiple initiatives simultaneously and balance the workload.
12. Candidate must be able to work in a dynamic, deadline-driven environment with moderate supervision.
13. Candidate must have a flexible attitude with the ability to manage change effectively as the team grows.
14. Candidate must be able to function effectively as part of a team.
15. Candidate must be able to work in a hybrid environment whereby 3 days are performed in our corporate office and 2 days may be performed remote