Director of Investments jobs in United States
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Phillips Edison & Company · 1 day ago

Director of Investments

Phillips Edison & Company is seeking a Director to lead their Investments team, which is responsible for underwriting and analysis for property acquisition strategies. The role involves overseeing investment model preparation, managing analysts, and collaborating with various internal verticals to enhance the investment process and establish a new Investments vertical.

CommercialReal Estate
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Senior Management

Responsibilities

Lead the Investments team (comprised of a manager and multiple analysts), including direct supervision of two or more analysts, as well as 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
Transaction closing and hand off
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
Co-lead an organization-level initiative to establish a new Investments vertical and revamped underwriting process, including process mapping, template creation, technology deployment, and generally 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
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

Qualification

Commercial real estate investmentInvestment analysisAdvanced ExcelArgus EnterpriseTeam managementHigh-energy personalityWritten communicationVerbal communicationSelf-starter

Required

5-10+ years of direct experience in commercial real estate investment analysis and/or commercial real estate finance required
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
Proven track record of effective team management/review
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

Preferred

Bachelor's degree in Finance or related field preferred

Company

Phillips Edison & Company

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Phillips Edison & Company is an internally-managed real estate investment trust (REIT).

Funding

Current Stage
Public Company
Total Funding
$2.43B
Key Investors
PNC BankHartford Investment Management Co. (HIMCO)
2025-06-13Post Ipo Debt· $350M
2025-01-09Post Ipo Debt· $200M
2024-09-09Post Ipo Debt· $350M

Leadership Team

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Jeff Edison
CEO
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John Caulfield
Chief Financial Officer
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Company data provided by crunchbase