Stonehill is an entrepreneurial, high-growth business led by an experienced, successful management team with $2.0 billion in assets under management.  The Stonehill PACE Investment Analyst supports Stonehill PACE’s investing, lending and asset management activities with a primary focus on underwriting, due diligence support, preparing investment memorandums for Commercial PACE loans. Along with excellent written and verbal communication, the Investment Analyst must display excellent interpersonal and analytical skills that foster strong interaction with team leaders and clients.  The Analyst should be able to drive the diligence review and underwriting process.  This role at Stonehill has a tremendous opportunity for career growth and success. 

Duties and Functions:

• Screen and underwrite new investment and lending opportunities
• Review offering memorandums, financial statements and other due diligence materials
• Populate proprietary financial models in Excel and prepare valuation
• Understand and have ability to model complex investment structures and waterfalls
• Draft CPACE memorandums
• Prepare Term Sheets
• Assist with all aspects of due diligence and closing transactions
• Facilitate clear communication to deal teams and program administrators around credit requirements and closing timelines to manage efficient closings.
• Prepare Investment presentations and case studies
• Support senior team members

Knowledge, Skills & Abilities:

• Understanding of real estate finance concepts including DCF, IRR, Leveraged and Preferred Returns, Amortization, Debt Yield, Cash Flow Waterfalls, etc.
• Experience underwriting various asset classes (hotel, commercial office and retail, multifamily, industrial)
• Exemplary communications (verbal and written), organization and presentation skills
• Exceptional project management skills - effective in prioritizing work and following through on commitments
• High degree of initiative and ability to work effectively in teams or independently
• Highly proficient using Microsoft Excel
• Highly self-motivated
• Ability to develop and maintain effective relationships with internal and external customers - collaborative approach with business partners at all levels of the organization
• Familiarity with capital stack components
• Understanding of CRE Development: construction management, lien waivers, draw requests, budget reviews
• Understanding of CPACE industry is a plus