A dedicated and results-driven Senior Analyst with extensive experience in real estate investment and asset management. Seeking the position of Senior Analyst at CBRE IM to leverage my expertise in the Australian property market, financial analysis, and strategic asset planning.
• Managed the internal and external valuation process for 6 retail assets across the retail MPT balance sheet (completed bi-annually);
• Reconciled and analysed the valuation assumptions against asset plans and previous valuations;
• Portfolio internal and external reporting (ASX);
• Managed the Leasing reporting function across the Retail portfolio, tracking performance and providing analysis to various
stakeholders at optimal time frames;
• Provided monthly and quarterly portfolio metrics (WALE, Occupancy, Expiry Profile) and key Leasing and Revenue KPI reports with meaningful insights to support effective business operation, performance and decision making;
• Ownership of portfolio data integrity and identifying improvements to the reporting process;
• Coordinating the Budget and monthly forecast process to ensure consistency and accuracy – producing a monthly roll
up against budget, forecast and actuals;
• Working with the Asset Manager, Finance and Analyst Teams ensuring accurate data is provided for internal reporting
and performance management, and external market quarterly reporting purposes;
• Creating/ ongoing management of database that holds market and leasing evidence and market benchmarking to provide
objective/supporting views on deal recommendations;
• Data integrity is maintained in all systems (including Salesforce, Cougar, BI and so on), with accurate budget and forecast inputs delivered in a timely manner;
• Upheld reporting and compliance requirements ensuring accurate and meet allocated timelines.
• Prepared annual, quarterly and monthly reports of key leasing metrics for asset plans, KPI reporting and fund
presentations;
• Conducted DCF modelling, deal assessments, NPV forecasts,
benchmarking and database information requests;
• Participated in the development of budget and leasing strategy;
• Facilitated he management and preparation of the annual market rents and budget process with the Leasing General
Manager, Leasing Executives and Finance Managers to ensure reports and forecasts are realistic for a portfolio of seven Shopping Centre’s;
• Collaborated with leasing team to refine the retail mix, rent and sales for input into commercial assessment modelling
• Assessed and quantify potential uplift in sales and rents for existing centre tenants;
• Undertook necessary analysis on retail mix, sales, rents, occupancy costs – using various benchmarking measures;
·• Worked across various systems (Yardi, Tableau, large data sheets and models) to develop leasing transaction reports and
record leasing activity;
• Assisted with the ongoing reconciliation of existing leasing compliance ensuring all working models are current
and accurate for base rent, percentage rent, outgoings recovery and extended trade data;
• Maintained and manage portfolio master file and database with most recent and up to date deal data.
• Monitored builder project expenditure reports against budget and processed progress payments on time;
• Prepared funding approval papers for submission to the Development Director;
• Assisted the preparation and presentation of commercial assessments across the Communities and master-planned
project;
• Liaised with solicitors as directed to finalise Lease, Agreement for Lease and Schedules;
• Assisted as required with master-planning, briefing and managing Consultants as well as consulting with Legal team
regarding preparation and execution of all Consultant’s agreements;
• Participated in Centre & PCG meetings, prepared agenda and minutes;
• Assisted as required with external consultants for DA lodgement and preparation of project documentation;
• Undertaken research to inform various elements of the project;
• Assisted with project delivery including design development, tender and construction;
• Conducted competitor analysis reports and presented to senior management to inform pricing and modelling of future
lots.
• Drafted and assisting in the completion of credit proposals;
• Conducted daily risk grade and financial modelling for commercial property transaction credit submissions;
• Co-ordinated the valuation process for existing clients and new business;
• Assessed financial reports and conducted analysis and modelling to assess metrics meet minimum requirements;
• Managed upcoming expiring facilities, client annual reviews and follow up any post settlement exceptions.
• Collated industry market data and prepared insightful commentaries and market reports;
• Day-to-day managed and maintained the central database for various assets including commercial, industrial and retail;
• Provided data support and produce engagement materials for internal stakeholders;
• Supported in the preparation and review of reports, submissions, presentations, and position papers for the Capital
Transactions team to secure new business;
• Assisted in the preparation of quarterly, half and yearly reports across multiple asset classes;
• Provided timely, accurate valuations under supervision, to support the commercial office and industrial Valuation and
Advisory services team;
• Compiled and verified market evidence for reports from agents to support accurate valuation and to-date reporting;
• Prepared and modified Forbury discounted cash flow models.