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Candidate Details
Name :
Emily Lewis
Qualification :
Finance Professional
Industry :
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Candidate ID:
EL100
This candidate has been hired.

Finance Professional

About our Client

Finance professional with demonstrated leadership and problem-solving skills and 6 years’ experience in a fast-paced, highly matrixed environment. Expertise in investment, development, acquisitions, financial analysis and debt capital markets. Effective communicator with ability to engage with clients across multiple sectors, build relationships, drive revenue, and exceed business development goals. Enjoy team collaboration with an emphasis on training, mentoring, and carrying culture within an organisation. Significant experience in presenting to small and large groups in person and virtually.

Achievements

  • Selected to open a new operating company with current employer, Bridge Industrial, in Toronto, Ontario. Responsibilities include market research, developing key relationships with major players in the market, creating the business plan for expansion, financial modelling, recruiting/interviewing, and presenting to executive team on paths forward.
  • Selected to spearhead Community DevelopmentBanking syndicated platform at previous employer, Bank of America.Responsibilities included creating new processes, template legal documentation, educating external capital partners on the platform, working with existing teams to integrate syndicated debt products into their offerings, researching tax credits, financial products, affordable housing markets, and working with clients.
  • Recruited and mentored students for interviews and served as both junior captain of capital markets on the VanderbiltUniversity recruiting team and women in business representative for Bank ofAmerica
  • At Bank of America, I worked on over 332 deals, representing $143.3 billion in total syndicated commitments and $243.9 million in total fees
  • Worked closely with Managing Director to facilitate the re-organization of the Subscription Secured Finance business and integration of the structuring and distribution teams’ respective processes and revenue streams

Professional Experience

Director of Investments    Jan 2022 – current

Acquisitions Associate  July 2021 – Jan 2022

Was selected in April 2022 to lead expansion efforts into Toronto, Ontario for the firm, including conducting market research, introducing the executive team to major players in the market, heading recruiting efforts, maintaining the operating model for the OpCo, underwriting pro formas for development opportunities, creating the business strategy, refining tax structures with consultants, and presenting the expansion plan

 

• Oversaw all aspects of construction process for industrial facilities, including land negotiations, due diligence

• Leverage strong Excel and financial modelling skills to underwrite new pursuits, create sensitivities and multiple execution strategies, monitor litigation, entitlement, and construction risk, and facilitate the transfer of assets into funds

• CoordinateInvestment Committee presentations and deliverables, due diligence, debt and equity placement, capital injection requests, project marketing, lease analysis, and disposition scenarios for all pipeline and portfolio assets

• Work closely with the head of ESG to address embodied carbon in property development, model climate-based risks, create lease forms to align decarbonization strategies with tenants, and evaluate renewable energy opportunities underwriting, leasing, financing, and marketing.

 

Associate, Real Estate Syndicated Finance May 2015– July 2021

Started as an intern in May 2015 with a return as an analyst in June 2016 and promoted to associate in Feb 2019.

• Led the integration of Community DevelopmentBanking division into the Syndicated Lending vertical, serving as primary contact for the structuring and distribution of community development loans

• Collaborated with internal and external legal counsel in the creation and implementation of templates for credit agreements and ancillary documents utilized in community development syndicated transactions

• Responsibilities included originating, structuring, and distributing various types of institutional debt products for public and private REITs, REOCs, lodging companies, private developers and investors, and opportunity funds/financial sponsors across various real estate sectors

• Reviewed legal documents, negotiated loan terms with clients and analysed financial statements

• Produced pitch books, lender presentations, confidential information memorandums, and other marketing materials and maintained and streamlined databases

• Present on lender calls to syndicate banks and led tours of assets in portfolio acquisitions and pitched ESG-Linked loans and other products to clients

• Recruited and mentored students for interviews and served as both junior captain of capital markets on the Vanderbilt  and was the University recruitingteam and women in business representative for Bank of America

 

While studying I was employed part-time as a Reservations and Events Manager (Aug 2014 - Nov2015) at Vanderbilt University, Office of Reservations and Events, EventPlanning

Education

• Bachelor of Arts, Major: Health Economies and Policies, Minor: Corporate Strategy (2012-2016), Vanderbilt University Nashville, TN

 

Finance Industry Certifications, https://brokercheck.finra.org/individual/summary/6504775

•  Series63 - Uniform Securities Agent State Law Examination, Licensing Exam, Financial Industry Regulatory Authority(“FINRA”) Aug 21, 2016

•  SIE- Securities Industry Essentials Examination, Licensing Exam, Financial Industry RegulatoryAuthority (“FINRA”) Oct 1, 2018

•  Working towards LEEDGreen Associate Certification through current employer.

 

Professional Memberships

•  NAIOP, https://www.naiop.org/  and IWIRE,https://www.iwire-chicago.com/

Interests

• Worked as a volunteer with horses in therapeutic settings for children with disabilities,  and ride for leisure.

• Grew food and raised chickens to donate to local food banks for multiple years

• Better Money Habits – worked with Bank of America to provide financial literacy programs

• Therapy Dog International (inactive) - licensed therapy dog team

• Enjoy travelling to new places to scuba dive or hike

• Nature Photography

Skills

• Technical: MS Office, SyndTrak, IntraLinks, Tableau, SNL, ARGUS

• Financial Analysis: conducted financial analysis of clients, produced pro forma combined analysis for M&A transactions, and review credit of potential tenants in ground-up development projects

• Corporate Strategy: produced and presented advisory materials for clients in collaboration with various product partners in order to give broad overviews of future financing strategies that fit the capital structure and future growth of each entity

• Research: Perform market and submarket research in current role for both a new office in Toronto, Ontario, Canada and the Los Angeles market.In previous role, leveraged a network of lawyers and financial professionals to better understand Community Development Banking, LIHTC Market, and offerings of competitors in the markets in order to structure the new syndicated lending vertical for that product type

• Financial Modeling /Underwriting: underwrite ground up development models in Seattle, California, and Toronto for Industrial Real Estate transactions and reviewed underwriting of portfolios for clients executing strategic transactions while in banking

• Legal Document Review: Reviewed and negotiated term sheets, LOIs,Credit Agreements, Leasing Agreements, Purchase and Sale Agreements, and GroundLease Agreements with both internal and external counsel. Created template legal documents in collaboration with various legal teams and opined on market standard deal points

• Due Diligence: coordinated due diligence processes for syndicate lenders on corporations, funds, and equity sources. In development role, conducted due diligence on properties, including environmental review, title review, and meeting with municipalities to ensure stakeholder buy-in

• Project Management: ability to balance multiple demanding projects and meet deliverable deadlines. Strong organizational skills and attention to detail allow me to manage complex workloads and prioritize effectively, while producing high-quality deliverables

Technical Skills

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