Director, Debt Investments

Connor, Clark & Lunn group; Toronto; On-site; CAD 120,000 - 150,000; Full time

Job summary

A leading company is seeking a Director of Debt Investments to support the EVP in managing the debt business. Responsibilities include credit underwriting, business development, and portfolio management. The ideal candidate has extensive experience in commercial mortgage underwriting and a strong client-first mentality.

Qualifications

• 7-10 years in commercial mortgage underwriting or capital raising.
• Proficient in Microsoft Excel and project management tools.

Responsibilities

• Managing the credit/underwriting process and summarizing findings.
• Driving investment performance through sound credit recommendations.
• Hiring and developing a team of debt analysts.

Skills

Communication

Project Management

Negotiation

Education

Bachelor's Degree in Finance

Postgraduate accreditations (CPA, CFA, CIM, AACI)

Tools

Microsoft Excel

Microsoft Word

Job description

We are looking for a Director, Debt Investments to join the team at Crestpoint Real Estate Investments Ltd. (“Crestpoint”).

The Director, Debt Investments will be primarily responsible for supporting the EVP, Head of Debt Investments in all areas of the debt business including but not limited to 1) Credit, Underwriting and Due Diligence, 2) Business Development, 3) Portfolio Construction and Operations, and 4) Capital Raising and Client Service. The ideal candidate will be an expert in at least one of these areas with general familiarity in the others and a willingness to learn and develop their skills.

What You Will Be Doing

• Managing multiple priorities in a dynamic environment, without sacrificing high attention to detail
• Driving investment performance by making sound credit and pricing recommendations under the supervision of the EVP
• Managing the credit / underwriting process, summarizing findings in an internal credit memo
• Supporting the EVP in establishing Crestpoint’s mortgage brokerage, building and maintaining direct and indirect origination, brokerage, and borrower relationships
• Maintaining portfolio construction and cash forecasting tools
• Presenting portfolio positions, servicing updates and pipeline pro formas to the Portfolio Governance Committee on a bi-weekly basis
• Liaising with third-party funding departments, third-party servicers, third-party valuators, internal operations department, and banking relationships
• Preparing client presentation materials and drafting quarterly reporting materials
• In-person and virtual presentations to investors
• Ensuring our clients have a market-leading experience by maintaining the highest standards of timeliness and accuracy in all dealings
• Hiring, managing, and developing a team of debt analysts as the business grows

About You

• Required :

7-10 years in commercial mortgage (or real estate equity) underwriting, transactions, and / or capital raising

• Proficient in Microsoft Excel, Word, and project management tools
• Strong written and verbal communication skills
• Self-starter with a performance-driven mindset
• Positive, team-first attitude
• Deep understanding of identifying and negotiating strong risk-adjusted returns
• Ideal candidate should also have some of the following, but not expected to have all :
• Proficient in French (verbal and written)
• Mortgage Broker Registration or Agent Level 2
• Bachelor's Degree in Finance, Accounting, Management, or Economics
• Postgraduate accreditations (CPA, CFA, CIM, AACI)

The successful candidate will have a strong focus on risk mitigation, project management, process management, business strategy and a high attention to detail. This role requires excellent organizational skills, a fundamental understanding of the real estate debt industry, an appreciation of the underlying investment performance fundamentals, and advanced communication skills. Most importantly, the successful candidate will have a client-first mentality and a performance-driven mindset.

Crestpoint Real Estate Investments Ltd. is a commercial real estate investment manager dedicated to providing institutional and high net worth investors with direct access to commercial real estate assets. Through the execution of its disciplined investment approach and active management of its properties, Crestpoint strives to deliver stable income and attractive long-term returns with combined assets under management of over $10 B. The requirement for this role, a new position, reflects a combination of Crestpoint’s current needs, its anticipated future growth, and increasing involvement in a variety of development projects.

Crestpoint is part of Connor, Clark & Lunn Financial Group Ltd. (CC&L Financial Group), a multi-boutique asset management firm whose affiliates collectively manage over $139 billion in assets providing a diverse range of traditional and alternative investment products and solutions to institutional, high-net-worth and retail clients. The scale and high-quality operational expertise provided by CC&L Financial Group enables Crestpoint to focus on what it does best; identifying, acquiring, and asset managing investment opportunities consistent with Crestpoint’s investment strategies and ultimately delivering performance and creating value for its clients.

For a closer look at how you can build your career with us, we invite you to explore cclgroup.com.

CC&L is committed to creating a diverse and inclusive environment and is proud to be an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to gender, ethnicity, religion, sexual orientation or expression, disability, or age.

To apply for this position, please submit your resume and cover letter as one PDF.

We thank all applicants in advance for their interest, but only those candidates shortlisted for interviews will be contacted. No telephone calls or recruitment agencies will be accepted.

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