Analyst / Associate - Underwriting & Analysis

Analyst / Associate - Underwriting & Analysis

Partner with Vice President of Underwriting and Analysis, Business Development teams, and EPR leadership in researching, identifying, structuring, underwriting, and presenting real estate investments to EPR's Investment Committee and Board of Trustees. Additionally, support EPR leadership in strategy formulation and asset management with portfolio monitoring through periodic corporate credit analysis and investment reviews on existing EPR tenants / investments.

Opportunity to execute and improve in the following areas :

Research

1. Perform independent research to inform strategy and decision making

• Utilize available tools (Capital IQ, CoStar, ArcGIS / ESRI, Bloomberg, bankers / brokers, internet, internal models, and templates)
• Build and update internal databases on various asset types
• Gather and refresh market pricing data
• Conduct sub segment and industry specific research
• Build integrated, flexible, & accurate models to analyze industries and investments

2. Summarize and synthesize research into thoughtful strategy recommendations

Transaction Identification

Transaction Underwriting

1. Lead underwriting and due diligence of investments to ensure they create shareholder value. Key workflows include :

2. Develop and present presentations for decision makers including EPR's Investment Committee & Board of Trustees

3. Communicate effectively with internal team members, other internal departments, and external parties

4. Perform other transaction due diligence and underwriting tasks as necessary

Asset Management

1. Complete periodic analysis of EPR's existing tenants to assist Asset Management and Leadership with portfolio monitoring and decision making

2. Perform ad-hoc financial analysis to assist the asset management team with dispositions and other key, financially driven existing asset strategies

3. Perform investment reviews of EPR's historical investments on a regular basis and present findings to decision makers (including EPR's Executive team & Board of Trustees) and the asset management team. Reviews include :

Position Requirements

1. Bachelor's Degree in finance, economics, real estate, or related field

2. Demonstrated ability to perform essential functions in a time constrained environment

3. 3-5 years of experience in real estate investment analysis, investment banking, private equity, consulting or similar job functions

4. Ability to travel up to 25% of the time to visit potential or existing investments

5. Preference towards achievement of Graduate Degree and / or relevant certification (CFA, CCIM, or similar)