Manager, Investments

Phillips Edison & Company; Cincinnati (OH); On-site; USD 90,000 - 130,000; Full time

Job summary

Phillips Edison & Company is seeking a Manager to join our Investments team in Cincinnati, overseeing underwriting models and presenting analyses. You will manage analysts, delegate work, and coordinate cross‑functional efforts with Acquisitions, Investment Management, and Finance to support property acquisitions and financial modeling.

The role requires 3–5+ years in CRE investment analysis, advanced Excel, and Argus Enterprise experience, with strong communication and leadership abilities.

Qualifications

• 3–5+ years of direct experience in commercial real estate investment analysis.
• Experience managing a small team and/or stepping into a manager role.
• Advanced Excel skills required.
• Experience with Argus Enterprise (or similar CRE financial modeling software).
• Advanced, professional written and verbal communication skills.

Responsibilities

• Review and present acquisition underwriting models (Argus Enterprise and Excel) through every phase of an acquisition process: pre‑diligence, post‑Investment Committee iterations, post‑diligence sign‑off, and transaction closing.
• Manage two or more analysts, providing project guidance and day‑to‑day direction.
• Assign underwriting work and priorities to the analyst pool, ensuring timely throughput.
• Collaborate with Acquisitions, Transactions, Investment Management, Finance, Asset Management, Leasing, and Property Management to guide acquisitions and financial models from analysis to onboarding.
• Collaborate with Investment Management and Acquisitions to evaluate assets for joint venture and balance sheet strategies.
• Enhance and build new templates and processes.
• Approach every financial piece with a strategic mindset aligned to investor goals.

Skills

Investment analysis

Team leadership

Communication

Self-starter

Fast-paced

Education

Bachelor’s degree in Finance

Tools

Argus Enterprise

Excel

Job description

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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