If you are interested in this candidate, please contact Simon Blau via email sblau@cerfinancial.co.uk or call on 0207 626 6065.
00355779
CAREER HISTORY:
Financial Services
CORPORATE & INSITUTIONAL BANKING | COMMERCIAL PROPERTY FINANCE
April 2025 – June 2025
Manager
October 2024 – March 2025
Associate Manager
- Credit Analysis & Reporting: Lead end-to-end credit assessment for new debt originations, evaluating asset quality, structure, and covenants; produce comprehensive credit reports incorporating financial analysis and technical/legal due diligence to facilitate credit approvals and pricing decisions.
- Financial Modelling: Develop scenario-based models to forecast net rental income under varied assumptions (e.g., vacancy, downtime, incentives) to assess debt serviceability (ICR, DSCR) and structure financing solutions.
- Portfolio Management: Manage a A$990M commercial real estate debt portfolio across 14 corporate and institutional clients including Blackstone (A$176M), BlackRock (A$148M), and Gateway Capital (A$96M); oversee annual reviews, performance tracking, and credit risk actions.
- Debt Structuring: Structure tailored debt solutions optimising covenant packages, leverage, while aligning between sponsor and lender objectives.
- Analyse commercial property valuations by benchmarking market rents and capitalisation rates against comparable sales and lease transactions; analyse supply-demand dynamics, vacancy trends, rental growth, and yield metrics.
Key Transactions:
- Led A$75M acquisition & capex financing for a Gateway Capital fund for a 36,000sqm prime Sydney industrial asset.
- Structured A$100M refinance of GIC Real Estate-backed mixed-use asset ($166.6M MV), featuring hybrid income from hotel, commercial, retail and residential components.
- Annual review of A$400M syndicated loan for Blackstone’s Premium Grade Sydney CBD tower (A$730M MV) & A$318M syndicated loan for Blackstone’s purpose-built student accommodation portfolio (2,350 beds, A$522.5M MV).
BUSINESS BANKING | DIVERSIFIED INDUSTRIES
April 2023 – October 2024
Associate Manager
December 2021 – March 2023
Senior Associate
- Originated senior unsecured cashflow lending up to A$20M, performing credit analysis for healthcare, built and industrial, technology, and education sectors and provided support on leveraged finance transactions >A$20M.
- Derived business and goodwill valuations by evaluating borrower financials and future maintainable earnings (FME), comparable company/transaction analysis and EBITDA multiple metrics to determine enterprise value.
- Executed full-spectrum business due diligence including assessing revenue drivers, customer concentration, pipeline, operational and management risk, billing and WIP practices, working capital needs, and competitor positioning.
- Ranked #1 out of 128 analysts nationally for two consecutive years; consistently exceeded KPIs by 110%+, earning 'Outstanding' (top-tier) performance ratings and a fast-tracked offer to join the Corporate Analyst team.
- Developed and delivered national training programs on credit writing and financial analysis best practices; content adopted as ongoing internal resources.
Key Transactions:
- Structured A$25M corporate acquisition facility for a construction & infrastructure advisory firm buyout.
- Revised A$40M shareholder loan issuance as part of a A$91M recapitalisation for a national quantity surveying group.
- Arranged working capital facility for a A$55M technology & digital infrastructure business undergoing rapid expansion.
Professional Services
TRANSFER PRICING ASSOCIATE
December 2019 – November 2021
Associate
- Advised 50+ multinational clients on transfer pricing strategies across sectors including medical, mining, information technology, retail, property development, and finance.
- Saved key client >A$600k in annual taxes by justifying >A$2m in deductions under OECD transfer pricing guidelines.
- Conducted industry benchmarking using S&P Capital IQ and IBISWorld to ensure global regulatory compliance and arm’s-length pricing.
- Led business development initiatives by creating tailored pitch materials outlining service scope, pricing, and value propositions to secure multinational clients and new engagements.
EDUCATION:
2016 – 2019: University
Bachelor of Commerce (Major: Finance)
2016 - 2019
Bachelor of Biomedicine Science
- Graduated with High Distinction (WAM: 82.4% | GPA: 3.6/4)
References Available Upon Request
If you are interested in this candidate, please contact Simon Blau via email sblau@cerfinancial.co.uk or call on 0207 626 6065.
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