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Associate Director - Lending, Investment Advisory

London , United Kingdom

Ref#: 9677249467

Date published: 3-Nov-2020

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The role will sit within the Lending team of the Investment Advisory service line. Investment Advisory is a key service line of CBRE Capital Advisors. The team works with institutional, financial and property company clients to develop tailored real asset investment solutions designed to meet their specific business and investment objectives. 

The Lending team has various debt mandates, enabling it to make loans across multiple lending strategies.

This is an excellent opportunity for a highly motivated individual seeking to make a significant impact within a large financial services advisory group. 
 
The primary role will be a key team member sourcing new loan transactions on behalf of the lending team’s retained clients, with the following responsibilities:
 
  • Key focus on undertaking new lending opportunities.
  • Responsible for whole transaction lifecycle from screening of an opportunity, through due diligence to a successful loan investment. 
  • Leading due diligence on underlying property, financial dynamics and borrowers.
  • Involved in originating / sourcing new lending opportunities for a broad range of lending mandates.
  • Negotiating and structuring loans you have originated with borrowers.
  • Maintaining network of contacts to source opportunities.
  • Engaging with CBRE’s network of clients and contacts to source appropriate lending opportunities.
  • Presenting transactions for credit committee approval.
  • Linking with CBRE’s other teams to enable business growth for the wider firm.
  • Work with team leader on wider business development, including strategic analysis and research into new lending strategies and markets. Involved in presenting these to existing clients and new sources of capital.

Desired technical, skills and experience:
 
  • Experience of real estate lending, e.g. from a bank, debt fund or advisory business. 
  • Proven ability to lead transactions from terms through to a successful loan investment
  • Experience of investment, value add and development finance lending situations.
  • Due diligence skills: understating the underlying property, financial dynamics of a loan and borrower analysis. Including experience of writing loan credit papers.
  • Experience of structuring and negotiation of transaction terms. 
  • Ability to undertake financial analysis, stress-testing and sensitivity analysis on possible investments.
  • Ability to lead other team members to support your work.
  • Origination across investment and development lending and across all key asset classes (commercial and residential).
  • Business development and networking skills.
  • Relationship management with borrowers.
  • Experience of managing a portfolio of loans during their lifecycle. 
  • Strong credit analysis skills and ability to present transactions to credit committees.
  • The ability to prepare and present financing proposals with the skill and experience to influence and overcome objections. 
Able to lead the legal completion of a financing, with support from legal counsel. 
  • Ability to focus on deal completion.

Desired background and qualifications:

  • Prior experience ideally working in real estate banking, debt funds preferred.
  • Experience as a real estate debt broker or advisor is of interest also.
  • Appropriate finance, banking or real estate qualifications of interest.
 
Desired interpersonal skills:
  
  • Strong business development and networking skills.
  • Strong client facing and communication skills (interacting with both investors and borrowers).
  • Presentation skill.
  • Team mentality.