Portfolio and Corporate Credit Analyst

Central Exchange
Job Description

POSITION SUMMARY
Support the expansion of the Company’s specialty real estate investment portfolio by analyzing assets within the current entertainment, recreation and education segments/platforms.  Support knowledge based analysis in the Company’s current segments by analyzing corporate credit of key tenants and certain new transactions.

PRIMARY ACCOUNTABILITIES

  1. Work closely with the Asset Management group to analyze performance of current EPR portfolios at an asset, sub-segment and segment level, benchmark asset level and segment level performance to relevant comparable data, analyze and report on the impact of industry trends on various EPR assets
  2. Work with EPR segments and other internal stakeholders to facilitate analysis of corporate/parent level financial performance
  3. Work with various EPR groups to execute asset repositioning

 

ESSENTIAL FUNCTIONS

 

Analysis of the financial condition of the corporate parent/guarantor with respect to certain key tenants, including:
  • Analyzing financial statements, projections and other relevant materials to monitor corporate/parent/guarantor level performance 

  • Interacting with key internal and external stakeholders to facilitate the analysis

  • Preparing materials to facilitate the communication of key findings to asset managers, segment leaders, senior management and Finance Committee

  • Key deliverables with respect to this essential function include:

    • Annual summaries of the enterprise level financial performance of EPR’s top 20 tenants for further communication to EPR leadership and Board

 

Analysis of repositioning, disposition and/or restructuring transactions (i.e., property portfolios, asset repositioning opportunities, re-tenanting of existing assets, etc.), including:
  • Preparing financial models in support of various projects

  • Gathering data in preparation for buyer due diligence with respect to asset/portfolio dispositions

  • Performing financial and operational due diligence on targets with respect to prospective re-tenanting opportunities

  • Assist with site visits to relevant properties, as necessary

  • Interfacing with appropriate counterparties, internal stakeholders, consultants, etc

 

Portfolio reporting, analysis, review and benchmarking, including:

  • Partnering with individuals within other groups of the Company (senior management, existing segments, asset management, finance and accounting) to gather information and prepare analysis with respect to assets in EPR’s existing portfolio

  • Supporting the development of materials to facilitate discussions amongst the segment leadership and management team as it relates to annual sub-segment level reviews

  • Assisting in the creation of final deliverables and presentation of the results of sub-segment review to the senior management team and Board of Trustees

  • Preparing materials to facilitate discussions amongst the relevant segment leadership and management team as it relates to annual sub-segment level reviews

 

Provide analytical support for various ad hoc projects, with respect to the above corporate credit analytical and asset management functions

  • Gathering relevant data and preparing financial analysis of ad hoc projects

  • Preparing materials to facilitate discussions amongst the relevant segment leadership and management team as required

 

 

Operational Excellence

  1. Subscribe to the EPR Operating Norms: Engage, Positive Intent, Respect, Knowledge and Empowerment, Challenge.

  2. Foster a workplace that results in the development of inspired team members who are driven by market-focused thinking and instilled with a strong sense of ownership and unity. 

  3. Uphold all policies of the organization and ensure that all operations are consistent with the stated vision and direction set forth by the Board of Trustees.

  4. Establish and ensure collaborative, supporting relationships within the EPR Properties organization and with all business partners and customers to build trust and create an extraordinary level of internal and external loyalty.  

 

POSITION REQUIREMENTS

 
Education

  • Bachelor of Science Degree (or equivalent) in Accounting, Finance, or Business Administration

  • Professional certification such as CPA or CFA strongly preferred

 
 
Professional

  • Demonstrated ability and experience in financial analysis in a variety of scenarios

  • Key skills include financial modeling and analysis, financial statement analysis and assessment of credit risk, and the ability to research and understand various business operations and macro level trends

  • 4-6 years of experience

  • Demonstrated success in interfacing with customers and counterparties

 
Additional Requirements

  • Valid driver’s license and the ability to travel nationally

  • Ability to effectively use Microsoft Office Products for analysis, documentation and presentation

  • Ability to use internet based research tools

  • Ability to communicate via phone, email, written report and in person

 

Contact Information

Upcoming Events


Central Exchange Downtown
1020 Central St. Suite 100
Kansas City, MO 64105
(816) 471-7560 Downtown

Central Exchange South
6201 College Blvd
Leawood, KS 66211
913-253-0900
//Rename Membership Application Business Name Heading - PNI-983-70792 //Apply the Membership Application Business Name Heading REQUIRED field - PNI-983-70792