Title: Financial Analyst – Acquisitions and Development

Compensation: Based on Experience and Qualifications

Trademark Property Company is looking for a financial analyst for our Investments and Development teams with a primary focus on underwriting acquisition, development and redevelopment opportunities for mixed-use projects throughout the US. Ideal candidate would have a desire to develop their career within the commercial real estate industry. Candidate should be enthusiastic and have a high energy level. Candidates should desire a dynamic work environment and be willing to assist wherever needed. Candidates must have strong proficiency in Microsoft Office (Excel) and Argus with exceptional financial modeling skills.

Specific Areas of Responsibility Include:

• Perform due diligence and underwriting of prospective acquisitions and developments.
• Assemble complex financial models that project the potential financial performance of mixed-use projects – primarily retail, office and multi-family.
• Assist in preparation of project underwriting presentation packages to present to the Company’s executive team, lenders, and investors.
• Perform risk analyses as it relates to development, occupancy, and net operating income, including break-even analysis, lease-up assumptions, market demand, supply, net effective rents, occupancy rates, expenses, and capitalization rates.
• Research specific real estate markets and assess market data and trends.
• Leverage industry knowledge to evaluate retail tenant credit risk and draw conclusions as to the overall potential impact to NOI and cap rate.
• Collaborate with leasing, construction and development teams to develop pro-formas for various redevelopment opportunities.
• Review and monitor “at risk” retail tenants (sales kick-outs, co-tenancy, early termination rights,etc).
• Research and interpret complex lease provisions.
• Analyze prospective tenant financial statements.
• Help finance group obtain and restructure debt and equity financing.
• Develop and maintain corporate “Equity Build” analysis.
• Ensure compliance with debt and equity reporting guidelines.
• Various other financial analyses as directed.

Qualifications:

• College degree (Finance degree preferred), with ideally three to five years of experience in a heavy analytical role.
• Strong interpersonal, oral and written communications skills required.
• Some travel required.
• Strong Excel and Argus modeling experience required, ideally with complex retail / mixed-use assets.
• Strong understanding and familiarity with nuances of retail assets.
• Candidate must be enthusiastic, intelligent, creative, flexible, have a great attitude, have strong technical aptitude and a      desire to understand real estate investment processes.
• Ability to work under pressure and coordinate numerous activities and groups of people who need to cooperate to achieve maximum efficiency will be essential for this position.

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Title: COO / CFO

Compensation: Based on Experience and Qualifications

Reports to: Chief Executive Officer

Direct Reports: SVP Accounting, VP Human Resources, VP Information Technology

This position is accountable for the corporate, financial and risk management operations of Trademark, to include the maintenance of financial and operation strategies, metrics tied to that strategy and the ongoing development and monitoring of control systems designed to preserve company assets and report accurate financial results.  Will also be involved in joint venture and partnership structure, documentation and tax planning.

Specific Areas of Responsibility Include:

• Actively participate in the executive management of Trademark.
• Review Trademark financial and performance with SVP Accounting and executive team.
• Monitor upcoming property dept maturities and potential for recapitalizations.
• Actively participate in development financing and deal structuring.
• Maintain relationships with construction lenders to keep developments funded.
• Oversee quarterly investor reporting and Co-Invest Fund investors.
• Review and approve insurance policies/coverages for Trademark and our portfolio.
• Manage tax planning / structuring of projects.
• Oversight of Joint Venture documentation negotiation.
• Negotiation of key service agreements.
• Actively track and monitor Trademark roles and responsibilities.
• Oversee Human Resources.
• Information Technology – review and approve capital expenditures.
• Available for accounting consultation for Controllers.
• Assist with founder’s personal investments, estate planning and tracking.

Qualifications:

• A degree in accounting or business administration or equivalent business experience with eight plus years of progressively responsible experience.
• Experience with partnering with an executive team.
• Must have a high level of written and oral communications skills.
• Preference give to Certified Public Accountant or Certified Management Accountant.
• Real estate experience is strongly preferred.

Critical Leadership Capabilities

Strategic Business Operations and Finance Leadership

• Proactively seeks to improve processes and implement best-in-class solutions, seeking opportunities to raise quality and productivity in an intentional way.
• Spends time building a clear understanding of the capabilities and potential of their team, as well as opportunities to build operational capability and capacity to support the whole organization. Fosters a culture of excellence and learning, holding people accountable for their commitments.
• Aligns the financial and operational strategies with the goals of the company.

Leading Teams and Driving Change

• Brings a sophisticated understanding of change management and strong analytical skills to move the organization toward greater efficiency and excellence.
• Innovative thinking and problem solving focused on continuous improvement and unafraid to challenge the status quo.
• Has the ability to motivate, mentor and lead teams and other stakeholders through a period of cultural and operational change and clearly communicate expectations in an inspiring way.

Collaborating and Influencing

• Decisive and thoughtful leadership who deftly engages stakeholders to achieve desired outcomes. A highly credible and experienced leader who partners effectively and instills confidence with the advisory board.
• Leverages the team to facilitate increased collaboration across the organization, tapping into their motives and values to energize them.
• Commitment to a culture of collaboration, transparency, excellence and accountability and the ability to build an inclusive, diverse, and equitable workplace.

Other Personal Characteristics

• Intellectually curious with excellent judgment; makes decisions that equitably balance a variety of factors and perspectives, navigates confidently in ambiguous situations. A bias for action even in the face of uncertainty and complexity.
• A high degree of emotional intelligence and excellent interpersonal skills. Attentive and responsive listener demonstrating genuine interest for diverse views and opinions.
• Excellent communication skills. Articulate and persuasive in written and verbal communications. Readily shares information.
• Strong analytical, organizational, and planning skills.
• Compassionate and respectful leader

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Title: Multifamily Project Lead / Development Manager

Compensation: Based on Experience and Qualifications

Reports to: Multifamily Partner

Overview

The Project Lead/Development Manager will hold a key position in the company.  This individual will be responsible for managing multiple projects in our multifamily/mixed-use development pipeline; from initial pursuit to the disposition of the assets for Trademark, with oversight by our Multifamily Partner.  The person chosen will enjoy a significant amount of autonomy and be expected to live up to high personal and professional standards.  The candidate should understand the financial aspects of the development process and learn the Trademark methodology.

Essential duties and responsibilities include, but are not limited to, the following:

Strategic Development & Innovation:

• Pursue, contribute, and present viable development opportunities to the Multifamily Partner.
• Ensure that the development checklist and process are followed.
• Managing each development through its various approval stages; working closely with all consultants, construction, and property management throughout this process.
• Establish and maintain community, political, and vendor relationships.
• Writing/presenting reports to internal committees, investors, lenders, and partners.
• Management of the entitlement process (permitting, zoning, etc.), including responsibility for obtaining all permits necessary to start a project on time.
• Interface with marketing, contractors, consultants, City/County officials and other governmental entities, economic development, as well as customers and brokers.
• Coordinate preliminary design based on desired projects.
• Conduct design review meetings with all design consultants.
• Establish and manage the multifamily schedule.
• Conduct due diligence in the form of data gathering and interpreting market information.
• Analyze and recommend value engineering opportunities.
• Finalize site and building design and pricing/sub-bids.
• Refine development budgets, schedules, and market assumptions for the financial modeling.
• Site planning for yield analysis.
• Review and approve monthly invoices from consultants and vendors.
• Coordinate with marketing to manage corporate public strategy.
• Assist in obtaining tax abatements and other available incentives.
• Negotiate easements and other on and off-site issues.

Financing:

• Underwrite development opportunities.
• Coordinate recertification of surveys, geotechnical reports, and environmental reports, as required. Develop relationships with Lender inspectors.
• Track and complete post-closing issues as required.
• Build and maintain project proformas with a minimum of monthly updates to project assumptions, strategies, and both actual and re-forecast spending.

Construction:

• Management of the Construction process, start to finish.
• Finalize pricing/ bids into the schedule of values as the basis for contract amount.
• Review and finalize the construction contract.
• Attend weekly job meetings and monitor job progress.
• Maintain City relationships through the construction process.
• Facilitate owner decisions promptly.
• Negotiate utility connections, relocations, and costs.
• Review and approve sub-contractor buy-out recommendations.
• Review and process monthly draw, forecast, and contractor pay applications.
• Update the Development Cost Summary monthly.
• Conduct post-construction lesson learned discussion.
• Produce monthly variance and cost reports, approve updates and then ensure they are loaded into the system.
• Oversee project handover – collaborate closely with Asset Management and Property Management to ensure a smooth and seamless transition of the project to an operating occupied asset including the development of a detailed commissioning plan and responsibility matrix.
• Walk the construction site on a regular basis, attend Owner-Architect-Contractor (OAC) meetings, and oversee clarifications and change orders from the job site in conjunction with the Multifamily Partner.

Qualifications:

• Bachelor’s Degree required; specifically, in Construction Management, Finance, Engineering, Real Estate Development, or a related design/planning field with appropriate experience. MBA or equivalent experience preferred.
• New project entitlement leadership, including direct coordination with municipal and community stakeholders.
• Minimum of 5 years of experience in the development of multifamily projects.
• Travel to development projects is required.
• This individual should be familiar with all phases of the entitlement, development, construction, and lease-up processes and have an in-depth, working knowledge of the financial analysis side of the real estate business.
• Versatility; a willingness to do what is required for the success of the project.
• Characterized as a self-starter, detail-oriented, organized, and disciplined.

At Trademark, we recognize that our strength is directly linked to the quality and skills of our diverse associates. We approach our business as learners and not knowers, and we equip our employees with the tools and training needed to succeed professionally. Trademark provides a highly collaborative work environment that encourages interaction and learning across teams and senior leadership.

Trademark Property Co is an equal opportunity employer. All qualified applicants will receive consideration for employment without regard to race, color, religion, national origin, ancestry, sex, sexual orientation, gender identity, national origin, genetics, disability, marital status, age, veteran status, domestic partner status, medical condition or any other characteristic protected by law.

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