Debt Analyst, Production Support - Capital Markets

JLL; Denver (CO); On-site; USD 70,000 - 95,000; Full time

Job summary

JLL in Denver is seeking a Debt Analyst to focus on the placement of debt and/or equity for commercial real estate transactions. You will be involved in underwriting, market research, term sheet negotiation, and closing while collaborating in a high-energy, team-focused environment.

Ideal candidates have 1–3 years of financial analysis experience, strong writing and communication skills, and the ability to work independently within a team. Knowledge of Excel, Argus, and databases is a plus.

Qualifications

• Bachelor’s degree in Real Estate, Finance, or Accounting.
• 1–3 years of financial analysis experience preferred.
• Strong writing and communication abilities.

Responsibilities

• Perform complex financial modeling for CRE transactions.
• Prepare debt and/or equity offering memorandums.
• Manage the due diligence and marketing/closing processes.
• Analyze leases, loan documents, and appraisals for issues.
• Develop financing alternatives for consideration.
• Build client network through meetings and industry events.

Skills

Financial modeling

Underwriting

Client communication

Team collaboration

Time management

Quantitative analysis

Writing skills

Education

Bachelor’s Degree in Real Estate

Tools

Excel

Outlook

PowerPoint

Word

Argus

Database experience

Job description

Job Summary

This position is focused exclusively on the placement of debt and/or equity for commercial real estate transactions. Debt Analysts have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing and term sheet negotiation, closing, client and capital interactions. Will work in a high-energy, team-focused environment.

Job Summary

This position is focused exclusively on the placement of debt and/or equity for commercial real estate transactions. Debt Analysts have the opportunity to be involved in every stage of a transaction, including underwriting, market research, property tours, preparation of offering memorandums, marketing and term sheet negotiation, closing, client and capital interactions. Will work in a high-energy, team-focused environment.

Main Responsibilities

• Responsible for complex financial modeling of commercial real estate transactions and utilize market and JLL data / comps to correctly underwrite a transaction.
• Prepare debt and/or equity offering memorandums for commercial real estate transactions, including research, financial modeling and composition of executive summaries.
• Manage the due diligence process and be the driving force in working through the marketing and closing processes for each transaction, and be in constant communication with the Producer, the market and the client. Use this information from the marketing process to assist clients in making decisions related to their business plan and capital structure.
• Must be technically proficient in use of databases and be able to effectively identify what data from this system will be useful to determine trends and for preparation for pitches and meetings.
• Must understand and review real estate documents (leases, loan documents, appraisals, etc.) to determine if any issues exist and determine what could be a concern.
• Develop and recommend financing alternatives to present to the Producer.
• Begin to build client network within the industry through meetings, events and involvement in real estate trade organizations.
• Participate in weekly office meetings with Producers to discuss deal flow, deal status, market conditions and review new client leads.
• Other duties as assigned.

Experience Required

• 1-3 years of experience in financial analysis environment; mortgage or commercial real estate industry is preferred,
• Self-motivated, team oriented, and strong time management skills to prioritize deadlines.
• Excellent organizational, interpersonal, quantitative, writing and communication skills; able to interface with clients including their top-level executives.
• Strong writing skills with ability to communicate analytical and marketing data effectively.
• Strong research, analytical, and problem-solving skills. Ability to analyze qualitative and quantitative information.
• Ability to be an independent worker with a team player attitude.

Education

• Bachelor’s Degree in Real Estate, Finance, Accounting, or related discipline or an equivalent combination of education and experience.

Computer Skills

• Intermediate working knowledge of Excel, Outlook, PowerPoint and Word.
• Argus experience a plus.
• Database experience a plus.

Environment

• Office – work with computers, copiers, and scanners.
• This is an in-office role.