Analyst, Real Estate Debt - Waterloo, Canada - MarshallZehr

MarshallZehr

Verified Company

Waterloo, Canada

2 weeks ago

Posted by:

Sophia Lee

beBee Recruiter

Description

412 ALBERT STREET, WATERLOO, ONTARIO, CANADA, N2L 3V3

FULL-TIME. JANUARY 27, 2023

Description

Analyst, Real Estate Debt
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Who is MarshallZehr?

MarshallZehr Group Inc ("MZ") provides mortgage lending and customized financial solutions for high-performing real estate developers. With $3.7B of fundings over 365+ projects, MarshallZehr has become one of Canada's most trusted capital partners for the growing construction and development industry. We add value beyond capital - our team's decades of experience and deep expertise deliver the strategic insight and vision necessary to craft tailored financial solutions, all backed by our proprietary administration technology platform.

The Opportunity

The Analyst, Real Estate Debt (the "Analyst") will perform due diligence and credit analysis of current and prospective clients to support the team in making recommendations on lending decisions.

The Analyst will be responsible for screening investment opportunities, evaluating and underwriting potential transactions, coordinating and performing due diligence, and advising Senior Management on lending decisions.

The Analyst will also be responsible for conducting industry and transaction-specific research, to support presentations and meetings with institutional and corporate clients.

Key Responsibilities

Conduct comprehensive underwriting of new lending transactions through the review of project pro formas, thirdparty reports, borrower/guarantor financial statements, and lease/purchase and sale documents.
Assist with the creation of sophisticated cash flow models used to assess the financial capacity and operational feasibility of construction projects (e.g. developing assumptions, coverage calculations, paydown waterfalls, IRR calculations).
Assist with the preparation of offering memorandums and other presentation material for prospective lenders.
Assist the Business Development team with canvasing, qualifying, and onboarding potential lending and borrowing clients
Adhere to commercial lending processes, policies and procedures, legal and ethical requirements and regulations, and established risk guidelines.
Coordinate with internal and external stakeholders through the closing & postclosing process.
Ad hoc reports and other activities as assigned

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What are we looking for?

An undergraduate degree or higher in finance, economics, accounting, real estate, or a related field, and a proven record of outstanding academic achievement.
24 years of experience in commercial real estate investments, investment banking, or related financial analyst or capital markets roles.
Excellent knowledge of finance and financial modeling concepts as applied to real estate development and project financing
Advanced proficiency in Microsoft Office, especially Excel.
Excellent written and verbal communication skills.
Highly organized and able to manage multiple projects with competing deadlines while maintaining a high standard of work with very strong attention to detail.
Proven ability to work well both independently and as part of a team in a fastpaced entrepreneurial environment.
Professional designation (CFA, CPA), or progression towards one, considered an asset

Work Environment

MZ offices are open Monday to Friday and employees are expected to work on site a minimum of 4 days per week, with the option of working remotely 1 day per week, as agreed to by the direct supervisor.
Our Waterloo office has 16,000 square feet of modern and accessible space and has been specially updated and tailored to meet our business needs. The result is a worldclass workspace that empowers deep collaboration, reinforces business operations with stateoftheart technology infrastructure, and offers more space to enable our sustained team expansion.