Analyst​/Senior Analyst, Debt

Overview

The Analyst or Senior Analyst plays a central role within the Debt team and works cross‑functionally with Development, Investments, Asset Management, Accounting, Treasury, and external lenders. You will manage both transaction‑driven financing activity and the ongoing stewardship of debt across multiple public and private platforms, gaining exposure to a wide range of asset classes and capital structures.

This role offers a balance of analytical rigor, execution responsibility, and strategic portfolio oversight, providing the opportunity to:

• Gain end‑to‑end exposure across the debt lifecycle;
• Work on high‑profile assets and development projects;
• Develop toward a lead debt execution and portfolio management role; and
• Be part of a collaborative, entrepreneurial, and high‑performing team.

End‑to‑End Debt Origination & Execution:

• Support and, over time, independently manage the origination and underwriting of debt for acquisitions, developments, redevelopments, and refinancings across the portfolio;
• Prepare detailed financial and risk analysis at the project, property, and portfolio level to support financing strategy and capital stack decisions;
• Develop high‑quality financing materials, including underwriting models, lender presentations, and confidential information memorandums (CIMs);
• Evaluate and compare financing proposals, recommending optimal structures, terms, and lender counter parties;
• Coordinate and manage the debt closing process, including due diligence, documentation review, and satisfaction of lender funding conditions;

Portfolio Management & Ongoing Debt Oversight:

• Actively manage a portfolio of secured and corporate debt, maintaining a deep understanding of loan terms and structures;
• Manage construction loan draws, covenant compliance, refinancing timelines, interest rate exposure, maturity rollover risk, and repayments related to dispositions;
• Maintain and enhance debt databases and summaries to ensure accuracy of key terms, reporting requirements, and compliance tracking;
• Prepare portfolio‑level debt dashboards, analysis and insight for senior executives to support informed business decision‑making;
• Prepare quarterly and annual debt reporting deliverables to corporate accounting teams for their financial statement disclosures and MD&A of public REITs, as well as investor reporting for private equity vehicles. This includes debt continuity, scheduled repayments, debt valuation, interest rate sensitivity, and covenant compliance calculations;
• Coordinate lender reporting, consent requests, inquiries, and amendments;

Cross‑Functional Collaboration & Value‑Add Analysis:

• Partner closely with Accounting, Strategic Finance, Asset Management, and Development teams to support forecasting, refinancing scenarios, and business planning;
• Support internal reporting and executive materials with a forward‑looking, analytical lens;
• Contribute to process improvements, tools, and templates to enhance the long-term management of the debt portfolio; and
• Assist with special projects and ad hoc analysis as the platform evolves.

• Bachelor’s degree in Finance, Real Estate, Accounting, or a related field;
• Approximately 2–5 years of relevant experience in real estate finance, commercial lending, debt advisory, mortgage servicing, REIT reporting, financial data analytics, or a related environment;
• Prior exposure to both transaction execution and post‑closing loan management is strongly preferred;
• Experience with development and/or multi‑asset portfolios is an asset;
• Strong financial and analytical skills, with demonstrated experience in debt underwriting, cash flow analysis, and risk assessment;
• High level of proficiency in Excel (including financial modeling, sensitivity analysis, and data organization), with strong PowerPoint skills for clear, senior‑level communication;
• Solid understanding of loan documentation and ability to identify key commercial and risk considerations;
• Self‑directed and accountable, with ability to manage multiple work streams independently without significant oversight;
• Strong communication and relationship‑building skills, both internally and with external lenders and…