Phillips Edison & Company is seeking a Manager to join our Investments team, which drives all underwriting and analysis for Phillips Edison’s property acquisition strategy. This position will oversee and review investment model preparation and presentation by a team of investment analysts, and will also directly manage a subset of those analysts. The ideal candidate must be able to work in a fast-paced environment, handling and effectively delegating multiple responsibilities and requests, while distilling detailed financial data into meaningful information for investment decision-making. This role will report to the Director of Investments, and will be based out of our Cincinnati, OH corporate headquarters office.

Essential Duties and Responsibilities:

• Review and present acquisition underwriting models (Argus Enterprise and Excel) through every phase of an acquisition process:

  • Pre-diligence/initial presentation

  • Post-Investment Committee iterations and scenarios (as needed)

  • Post-diligence/sign off

  • Transaction closing and hand off

• Manage two or more analysts, providing project guidance, coaching, and overall direction for day-to-day and long-term.

• Assign underwriting work and priorities to the analyst pool, managing timely underwriting model throughput.

• Partner with other verticals at PECO, including Acquisitions, Transactions, Investment Management, Finance, Asset Management, Leasing, and Property Management – working with a “one team” mentality – to guide property acquisitions and associated financial models from initial analysis all the way to onboarding to PECO’s operating platform.

• Collaborate with Investment Management and Acquisitions to evaluate assets for various joint venture and balance sheet strategies.

• Enhance and build new templates and processes.

• In general, approach every piece of financial information with a strategic mindset and opinion for how that piece of information ought to be interpreted, how it aligns with investor goals, etc.

Education/Experience Requirements: 

• Bachelor’s degree in Finance or related field preferred.

• 3-5+ years of direct experience in commercial real estate investment analysis required.

• Experience managing a small team and/or proven experience to step into a manager role.

• Advanced Excel skills required.

• Experience with Argus Enterprise (or a similar financial modeling CRE software) required.

• Advanced, professional, and polished written and verbal communication skills required.

• Self-starter who is naturally curious, a quick learner, and who will take the initiative to understand the root of issues without being prompted.

• High-energy personality willing to work extra hours during peak times to meet deadlines.

• Willing and able to work a majority of the time on-site at PECO’s Cincinnati headquarters.

Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities

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