Due Diligence Vice President

Company: AXA Investment Managers
Location: Alpharetta
Posted on: November 18, 2023

Job Description:

Job purpose The Underwriting/Due Diligence Group has an integral role in the due diligence and closing process for new commercial real estate loan investments on behalf of the firm's clients. The VP will have a lead role in managing this process for assigned transactions interacting with internal and external parties to analyze property operations, third party physical assessments, sponsorship financial condition, and preparing sections of investment committee memos, closing packages/settlement statements and ensuring closing conditions are satisfied. Key Accountabilities

• The VP position is a lead role throughout loan origination, involving collaboration with internal and external parties to manage the due diligence and closing process. The VP ensures all departmental and company procedures including review and approval processes are followed and appropriately documented.
• For all new commercial real estate loan investments, working with loan originators and legal counsel to issue welcome letter with closing checklist of required materials and approvals necessary for loan closing. Manage the review and closeout of checklist items including participation in ongoing checklist review calls with all parties to transaction.
• Interacting with third party consultants, loan originators, borrowers, brokers, and legal counsel; maintain accurate and detailed records of due diligence information; identifying issues/areas of concern, and addressing by working with the appropriate internal and external parties.
• Manage third party report process (including appraisals, engineering, environmental, seismic, insurance, zoning, and operational title exceptions).
• Working with borrowers/guarantors to analyse financials, and conduct background searches and KYC/AML/CTF due diligence.
• Throughout the due diligence process, work with loan originators and borrowers / brokers to obtain and review property level agreements, and appraisers to analyse property operations and cash flow projections.
• Prepare sections of investment committee memorandums and attend committee meetings.
• Prepare internal closing package interacting with loan originator, and portfolio manager.
• Work with loan originator, borrower, lender's counsel, and title company as applicable on settlement statements/loan funding/closing requirements and logistics.
• Other duties and responsibilities as may be assigned. Your Profile Education/Qualifications
  • Bachelor of Business Administration, or Bachelor of Art or Science with relevant experience. Course work in finance, real estate, business administration, accounting, urban planning, mathematics, and economics are all beneficial. Experience
    • 15+ years relevant commercial real estate experience, which may include debt, equity, legal, and/or title company transaction background. Knowledge and Skills
      • Strong written and oral communication skills.
      • Strong quantitative and analytical skills.
      • Computer skills necessary to perform the job include a working knowledge of Microsoft Office, Excel, Word, PowerPoint, and familiarity with Argus. Competencies
        • Ability to multi-task and prioritize on ongoing basis.
        • Must be able to work independently.
        • Ability to work and assist others in a team environment.
        • Strong interpersonal skills.
        • Results oriented with the ability to adapt to a changing environment.
        • About AXA The AXA Group is a global leader in insurance and asset management, with 160,000 employees serving 105 million customers in 62 countries. We protect and advise our clients at every stage of their lives, offering products and services that meet their needs in the areas of insurance, personal protection, savings and asset management. Our mission : To act for human progress by protecting what matters Our values : Customer first, Integrity, Courage and One AXA About the Entity At AXA IM we are investing with a clear purpose - to make the world a better place. We act for human progress by investing for what matters. Our conviction-led approach enables us to uncover what we believe to be the best global investment opportunities across alternative and core asset classes. We are already entrusted by our clients with more than ---887 billion in assets. AXA Investment Managers Home AXA IM Corporate () AXA IM is an Equal Opportunity Employer, and we encourage candidates with disabilities or any other protected characteristic to apply. We are committed to providing reasonable accommodation to qualified applicants and employees with disabilities, when needed, to apply for a position or to perform essential job functions. Inclusion and Diversity Careers AXA IM Corporate () What We Offer We are committed to offer you an environment where you can: Grow your potential : Be part of a forward-thinking business with internal opportunities and personalized learning paths available to help constantly develop your skills and abilities . Shape the way you work : Work for a company which is highly committed to providing flexibility & balance to its employees, offering you a large range of benefits (hybrid working, competitive health benefits, among many others.). Thrive within a diverse community : Play a role within a responsible company that actively recognizes and values individual differences in a diverse and inclusive workforce. Move the world forward : Join a responsible employer that acts in favor of societal and environmental causes as an investor, insurer and company, notably through the AXA Heart in Action association. As part of our commitment to sustainability and environmental responsibility, we will celebrate your arrival by planting a tree.

Keywords: AXA Investment Managers, Alpharetta , Due Diligence Vice President, Executive , Alpharetta, Georgia