Description: You may be assessed on the key critical skills relevant for success supports the CMBS Underwriting and Origination team through financial modelling and deal review of the loan requests that they receive. The team prepares Loan Review Forms, Preliminary Underwriting/ Cash Flow Models, and Asset Summary Reports that help in determining whether Barclays should proceed with each. transaction; and the loan amount, loan structure and spreads to be charged. The team is also responsible for creating and maintaining a database of static information for all the Conduit and SASB Deals issued since 2015 which allows easy comparisons for current deals and better due diligence.
Basic/ Essential Qualifications:
- Review Offering Memos prepared by brokers and/or Borrowers to gain an understanding of the real estate and the requested financing.
- Evaluate and compile property level income statements, rent roll, reimbursements, occupancy statics, sales and occupancy cost information and other information into excel-based models.
- Compile market research to determine and verify a projects economics and assumptions in the model. Market research will include third party sources (such as CoStar, Reis, Smith Travel Research and others) as well as public information available on the internet.
- Review tenant leases and related documentation and prepare an abstract of key terms.
- Evaluate historical and projected capital expenditure budgets.
- Prepare asset summary reports which cover short descriptions of property and market characteristics, and strengths and weaknesses of the transaction.
- Underwriting & Due Diligence of the Acquisition facilities.
- Quarterly performance analysis of Balance Sheet loans which include analysing the financial statements, rent rolls, occupancy statistics, covenants tracking, and transaction updates for the loans.
- Manage CMBS data and aid in aggregating, sourcing, and populating centralized databases.
- Streamlining, Automation, Tool Building to assist decision making and increase efficiency in the team.
- Drive the optimisation and automation of any databases and standardised reports.
Desirable skillsets/ good to have:
- Postgraduate Degree (or equivalent).
- With prior experience in Real Estate finance or securitized products like CMBS, RMBS, etc.
- Excellent knowledge of Real Estate metrics and financial statements.
- Experience working in CMBS issuances and managing data.
- Experience in preparing Narratives or Asset Summary reports of the transaction.
- Good at Senior stakeholder engagement.
- Strong Analytical skills and hands-on approach to problem solving.
- Expert in PowerPoint presentations, writing reports and designing storyboards.
- Strong knowledge and hands-on experience in one of the programming languages Python, VBA, R, C++ is highly preferred.
- Enhance Controls, streamline processes and bring efficiencies through automation, wherever possible.
- Proficiency in MS Excel, Word and PowerPoint.
- Programming skills/ exposure to Tableau, Qlikview, Python is an added benefit.
- Exposure to Generative AI/ ML.
- Experience of working on Argus Software.
- Familiar with Bloomberg or Trepp.
- Familiar with various market reports like CoStar & REIS.
This role will be based out of Mumbai.
Didn’t find the job appropriate? Report this Job