REIT and Real Estate Fund Ratings Analyst - Senior Director (NY) at KUBRA

New York, New York, United States

KUBRA Logo
Not SpecifiedCompensation
Senior (5 to 8 years), Expert & Leadership (9+ years)Experience Level
Full TimeJob Type
UnknownVisa
Real Estate, REIT, Financial ServicesIndustries

Requirements

  • Bachelor's degree required
  • Knowledge of secured and unsecured commercial real estate debt capital markets and financing strategies
  • Familiarity with various issuer structures—including public REITs, real estate funds, non-REIT property operating companies, and non-traded REITs
  • Strong verbal and written communications skills
  • Knowledge of underlying demand drivers for various property types and regional markets/economies
  • Proficiency in review of issuer financial statements—including GAAP, fair-market-value and IFRS
  • Ability to generate private market values estimates for underlying properties
  • Proficiency in use of Bloomberg for sourcing issuer-reported documents and in financial analysis
  • Knowledge of lease structures, expense ratios, and capital expenditure requirements for various property types
  • Intermediate Microsoft Excel skills including ability to build pro forma financial models
  • Ability to meet deadlines and manage rating process

Responsibilities

  • Participate in all elements of initial ratings and surveillance for corporate-level debt issued by REITs, institutional real estate funds, and other owners of commercial real estate properties in the U.S. and other countries
  • Assess company access to capital and funding sources/commitments, and monitor risks associated with company operating, development and financing strategies
  • Lead rating committee presentations and meetings with company management, investors, and bankers to discuss relative merits of individual companies, property types, property markets/economies, and financing/issuer structures
  • Incorporate third party property market and economic research into credit analysis and rating reports
  • Author in-depth company reports and press releases, sector outlooks, and special reports on capital and property market trends
  • Review terms of bond offering documents and credit facilities and monitor covenant compliance
  • Maintain peer group comparisons of credit metrics generated internally and from third-party sources
  • Assimilate third-party research on property type and market/economic outlooks, and analysis of debt and property schedules into ratings and reports
  • Review and edit reports of associate team members

Skills

Key technologies and capabilities for this role

Financial ModelingCredit AnalysisREIT RatingsSurveillance ReportsRating CommitteesManagement PresentationsProperty Market ResearchBond DocumentsCovenant CompliancePeer ComparisonsDebt StructuresEconomic Analysis

Questions & Answers

Common questions about this position

What is the location for this REIT and Real Estate Fund Ratings Analyst role?

The position is based in New York, NY.

What salary or compensation is offered for this Senior Director position?

This information is not specified in the job description.

What key skills are required for this role?

Required skills include knowledge of secured and unsecured commercial real estate debt capital markets, familiarity with issuer structures like public REITs and real estate funds, proficiency in reviewing financial statements (GAAP, fair-market-value, IFRS), strong verbal and written communication skills, and proficiency in Bloomberg and intermediate Excel skills.

What does the team structure look like for this position?

Analysts are responsible for 10-12 credits and review and edit reports of associate team members, indicating a team with associates under senior analysts.

What makes a strong candidate for this Senior Director Analyst role?

A strong candidate will have a Bachelor's degree, deep knowledge of REITs, real estate funds, commercial real estate debt markets, financial statement analysis, property valuation, and proficiency in Bloomberg and Excel, along with strong communication skills.

KUBRA

Customer experience management for utilities and government

About KUBRA

KUBRA provides customer experience management solutions tailored for large utility companies and government entities in North America. Their services include billing and payments, mapping, mobile applications, proactive communications, and artificial intelligence tools, all aimed at improving customer interactions and operational efficiency. KUBRA's solutions are used by over 365 clients, impacting more than 40% of households in the U.S. and Canada, resulting in over 1.5 billion customer interactions each year. The company offers various digital payment options, including partnerships with Apple Pay and Google Pay, ensuring convenience for customers. KUBRA generates revenue through subscription fees for its software and transaction fees from payment processing, allowing for steady income while expanding its offerings. The goal of KUBRA is to enhance customer engagement and streamline operations for utilities and government organizations.

Mississauga, CanadaHeadquarters
1992Year Founded
GROWTH_EQUITY_VCCompany Stage
Government & Public Sector, Fintech, AI & Machine LearningIndustries
501-1,000Employees

Benefits

Paid day off for your birthday
Flexible Work Hours
Bi-annual performance-based bonus
Professional Development Budget
Health Savings Account/Flexible Spending Account
401(k) Company Match

Risks

Emerging tech startups pose a competitive threat to KUBRA's market share.
Economic downturns may reduce budgets for KUBRA's utility clients.
Data privacy regulations could increase compliance costs for KUBRA.

Differentiation

KUBRA offers a comprehensive suite of customer experience management solutions for utilities.
KUBRA's solutions reach over 40% of households in the U.S. and Canada.
KUBRA partners with major platforms like Apple Pay and Google Pay for flexible payments.

Upsides

KUBRA's advanced analytics enhance data insights for utility companies.
Strategic partnerships with VertexOne and NorthStar expand KUBRA's market reach.
Growing demand for digital payments aligns with KUBRA's offerings.

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