Overall responsibility for supporting the Director of Finance and
the CFO in the management of corporate finance and investor
relations. Minimum of 2 years' work experience.
Monthly/ As Needed
? Draft press releases for property acquisitions and dispositions,
debt and equity offerings, executive promotions, and other
? Design, maintain and enhance investor relations materials.
Prepare PowerPoint presentations for investor meetings. Update
investor presentation (flipbook) with quarterly financials, capital
structure, return on acquisitions and dispositions, invested
capital, dividend payments and regional data.
? Update website for changes in trustees, management, property
information and company performance.
? Monitor analyst coverage and estimates of the firm and other
industry coverage and data for Washington, D.C.
? Assist in preparing responses to institutional investors.
? Identify new institutional investors and develop marketing
program for meetings.
? Discuss and answer questions about the company with
? Provide documentation and analysis for debt/equity offerings, as
requested. Assist with gathering due diligence material. Track
projected debt covenant compliance.
? Update the assumptions and inputs of the model including the
budget information and forecasts of the interest expenses, capital
raises and acquisitions/dispositions.
? Assist with analysis for monthly meeting with senior management
on reforecast versus budget.
? Submit loan assumption applications. Abstract the loan assumption
documents. Liaison with Accounting in regards to documentation
needed for setup of new loans.
? Assist internal and external auditors with SOX testing requests,
? Network among peers in the industry and attend
? Prepare schedules for loan compliance reporting for lines of
credit and mortgages as required.
? Update earnings model with actual results; reconcile actual and
projected performance with budget.
? Draft “finance” pages for supplement and pages for earnings press
? Draft earnings conference call script.
? Complete Moody?s Supplemental Info request and respond to any
? Maintain peer group performance comparison on major growth
? Prepare capital markets update to include in quarterly Board
? Prepare finance materials for the Board retreat binder and
integrate other departments? materials.
? Input budget into earnings and make adjustments to financing
assumptions as appropriate.
? Help prepare earnings guidance release.
? Review and assist with preparation of annual report and
? Assist with preparation of materials for annual meeting.
? Complete Standard & Poor?s property database.
? Create Investor Day presentation, research targeted investors,
and assist with event planning.
? Communicate THE FIRM?s brand and identity to employees. Provide
employees with information needed to ensure consistent corporate
? Travel, as required, to meet with investors.
? Maintain property photo library.