Phillips Edison & Company
Director of Investments
Phillips Edison & Company
is seeking a Director to lead 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 – including "managing up" to other senior leaders and verticals to drive appropriate assumptions and maintain investment model discipline and integrity. This role will report to the Vice President of Investments and will be based out of our Cincinnati, OH corporate headquarters office.
Responsibilities and Duties
Lead the Investments team (comprised of a manager and multiple analysts), including direct supervision of two or more analysts and front‑facing representation of the department to other internal PECO verticals.
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, and transaction closing and hand off.
Partner with other verticals at PECO—including Acquisitions, Transactions, Investment Management, Finance, Asset Management, Leasing, and Property Management—to guide property acquisitions and associated financial models from initial analysis all the way to onboarding to PECO’s operating platform.
Co‑lead an organization‑level initiative to establish a new Investments vertical and revamped underwriting process, including process mapping, template creation, technology deployment, and establishing the role of the Investments vertical within the Investment Committee and transactions process.
Collaborate with Investment Management and Acquisitions to evaluate assets for various joint‑venture and balance‑sheet strategies.
Enhance and build new market research initiatives and big‑data analyses.
Approach every piece of financial information with a strategic mindset and opinion for how that information ought to be interpreted and how it aligns with investor goals.
Qualifications
Bachelor’s degree in Finance or related field preferred.
5‑10+ years of direct experience in commercial real‑estate investment analysis and/or commercial real‑estate finance.
Advanced Excel skills.
Experience with Argus Enterprise (or a similar financial‑modeling CRE software).
Advanced, professional, and polished written and verbal communication skills.
Proven track record of effective team management/review.
Self‑starter who is naturally curious, a quick learner, and who takes 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 Statement Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Other
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is seeking a Director to lead 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 – including "managing up" to other senior leaders and verticals to drive appropriate assumptions and maintain investment model discipline and integrity. This role will report to the Vice President of Investments and will be based out of our Cincinnati, OH corporate headquarters office.
Responsibilities and Duties
Lead the Investments team (comprised of a manager and multiple analysts), including direct supervision of two or more analysts and front‑facing representation of the department to other internal PECO verticals.
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, and transaction closing and hand off.
Partner with other verticals at PECO—including Acquisitions, Transactions, Investment Management, Finance, Asset Management, Leasing, and Property Management—to guide property acquisitions and associated financial models from initial analysis all the way to onboarding to PECO’s operating platform.
Co‑lead an organization‑level initiative to establish a new Investments vertical and revamped underwriting process, including process mapping, template creation, technology deployment, and establishing the role of the Investments vertical within the Investment Committee and transactions process.
Collaborate with Investment Management and Acquisitions to evaluate assets for various joint‑venture and balance‑sheet strategies.
Enhance and build new market research initiatives and big‑data analyses.
Approach every piece of financial information with a strategic mindset and opinion for how that information ought to be interpreted and how it aligns with investor goals.
Qualifications
Bachelor’s degree in Finance or related field preferred.
5‑10+ years of direct experience in commercial real‑estate investment analysis and/or commercial real‑estate finance.
Advanced Excel skills.
Experience with Argus Enterprise (or a similar financial‑modeling CRE software).
Advanced, professional, and polished written and verbal communication skills.
Proven track record of effective team management/review.
Self‑starter who is naturally curious, a quick learner, and who takes 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 Statement Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.
Seniority level Mid‑Senior level
Employment type Full‑time
Job function Other
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