Analyst, Real Estate Debt

Overview of the Team / Role:

The Analyst role is an important front office resource who will provide vital financial analytics, transaction analysis and execution, debt portfolio management, as well as general business support to the Asia Pacific (APAC) Debt business based in Australia.

Working closely with all members of the APAC Debt team, the successful candidate will help to undertake deal screening, financial analytics, the composition of Investment Committee (IC) papers, deal closing and on-going debt portfolio management (reporting & modelling). The Role will have exposure to internal stakeholders, particularly to the Investment Committees, TIAA General Account Portfolio Managers (TIAA GA) and third-party investors.

The role requires a reliable and motivated self-starter with experience in Commercial Real Estate (CRE) Debt or related experience via the CRE, finance or law sectors in the Australian market. They will be part of a high-performing team culture and workplace that is committed to executing the growth ambitions of the APAC Debt business.

Key responsibilities: 

• Financial modelling of loan investment opportunities, in particular sensitivity and scenario analysis across risk and returns, due diligence on the underlying projects/assets and market research.
• Preparation of indicative terms and terms sheet documentation for investment opportunities with Sponsors / Borrowers.
• Preparation and co-ordination of business line and IC papers seeking approval for new loan investment opportunities. This will involve liaising with various stakeholders and teams including certain IC members, the TIAA GA, risk department, risk ratings, research, sustainability and the real estate equity teams (development & asset management) as part of the approval process.
• The review of legal documentation on transactions and input to Lender and Borrower negotiations.
• Coordination and management of deal closings, in particular the management of conditions precedent to signing / funding across external consultants and internal process requirements as well as responsibility for funding mechanics.
• Debt portfolio management, including covenant monitoring and pro-active dealing with necessary variations and approvals.
• Assistance on third-party capital raising initiatives for the APAC Debt business including debt funds and separate account mandates. This will include pitch and marketing material, the provision of due diligence information and other ad hoc requests from existing or potential third-party investors.
• Responsibility for the reporting and modelling for various debt fund portfolios or individual transactions across forecast returns, capital draws, risk analysis, performance criteria etc..
• Preparation of periodic reporting requirements (ad-hoc, quarterly, half yearly and yearly) for the local business and clients including assistance with financial management reporting, new product /sector initiatives and management updates.
• Provision of periodic data for the debt team– e.g. swap rates, general real estate market research and updates across both equity and CRE debt investing.
• Periodic review of procedure manuals for relevance and compliance acknowledging the growing APAC Debt business and product offering.
• Management of various systems across funding, risk and AUM exposures.
• Management of various third-party consultants for the APAC Debt business.
• The building of strong real estate debt relationships with other Nuveen Real Estate and TIAA businesses across Asia, UK, Europe and the US as appropriate to assist with deal and business strategy execution.
• The maintenance of strong external networks and relationships across the CRE market in Australia and New Zealand including Sponsors, Borrowers, Investors and Consultants to assist with the growth and positive reputation of the APAC Debt business in the market.
• Contributing to the improvement of performance and best practice for the team to gain efficiency and effectiveness in executing the APAC Debt business strategy.

Qualifications & Experience Required

• Advanced academic standing, preferably in business, accountancy finance, real estate, or legal disciplines.
• Reasonable work experience within the CRE Debt market in Australia and/or across CRE funds management, banking or the property industries.
• IT skills - Microsoft Office including advanced Excel, PowerPoint and Word use.
• Key technical skills required include financial modelling and report writing

Competencies Required

• Advanced academic standing, preferably in business, accountancy finance, real estate, or legal disciplines.
• Reasonable work experience within the CRE Debt market in Australia and/or across CRE funds management, banking or the property industries.
• IT skills - Microsoft Office including advanced Excel, PowerPoint and Word use.
• Key technical skills required include financial modelling and report writing

Additional Information

This role requires no regulatory designation.

Related Skills

Credit Analysis, Financial Analysis, Financial Risk Management, Investment Management, Investment Strategy Acumen, Organizational Savviness, Portfolio Management

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Company Overview

Nuveen is a global investment leader, managing public and private assets for clients around the world and on behalf of TIAA, our parent company and one of the world’s largest institutional investors. We invest in the growth of businesses, real estate, infrastructure and natural capital, providing clients with the reliability, access and foresight unique to our heritage. Our prevailing perspective on the future drives our ambition to innovate and adapt our business to the changing needs of investors - all to pursue lasting performance for our clients, our communities and our global economy. Visit www.nuveen.com to learn more about us.

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