Director of Investments

Director of Investments

Phillips Edison & Company is seeking a Director to lead our Investments team, which drives all underwriting and analysis for property acquisition strategy. The role will oversee and review investment model preparation and presentation by a team of investment analysts, and will also directly manage a subset of those analysts. The ideal candidate must work in a fast‑paced environment, handle and delegate multiple responsibilities, distill detailed financial data into clear information for investment decision‑making, and manage up to senior leaders to maintain investment model discipline and integrity.

This position also affords a unique opportunity to play a key and highly visible role in establishing a new Investments vertical and revamped underwriting process, deploying new technology to drive enhanced investment advisory. Report to the Vice President of Investments; based out of Cincinnati, OH corporate headquarters.

• Lead the Investments team (manager and multiple analysts), including direct supervision of two or more analysts, and represent the department to other internal PECO verticals.
• Review and present acquisition underwriting models (Argus Enterprise and Excel) throughout every phase of an acquisition process:
  • Pre‑diligence/initial presentation
  • Post‑Investment Committee iterations and scenarios (as needed)
  • Post‑diligence/sign‑off
  • Transaction closing and hand‑off
• Partner with other verticals at PECO (Acquisitions, Transactions, Investment Management, Finance, Asset Management, Leasing, and Property Management) to guide property acquisitions and associated financial models from initial analysis to onboarding into PECO’s operating platform.
• Co‑lead an organization‑level initiative to establish a new Investments vertical and revamped underwriting process, including process mapping, template creation, technology deployment, and establishing the role within the Investment Committee and transaction process.
• Collaborate with Investment Management and Acquisitions to evaluate assets for joint‑venture and balance‑sheet strategies.
• Enhance and build new market research initiatives and big‑data analyses.
• Approach every piece of financial information with a strategic mindset and interpret how it aligns with investor goals.

• Bachelor’s degree in Finance or related field preferred.
• 5‑10+ years of direct experience in commercial real‑estate investment analysis and/or finance.
• Advanced Excel skills.
• Experience with Argus Enterprise (or similar commercial‑real‑estate financial modeling software).
• Advanced, professional, and polished written and verbal communication skills.
• Proven track record of effective team management and review.
• Self‑starter, naturally curious, quick learner, capable of taking initiative without prompting.
• High‑energy personality willing to work extra hours during peak times to meet deadlines.
• Willing and able to work majority of time on‑site at PECO’s Cincinnati headquarters.

This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Mid‑Senior level

Full‑time

Other

Location:

Cincinnati, OH