EOS MSP
Market Desk Support
Job Title: Analyst – Global Markets CMBS (Reboot)
Corporate Grade: BA1
Reports to (Line Manager’s Job Title): Director
Direct Reports (if applicable): N.A.
Business Area: Securitized Products – Origination
Department/Function Level 1: N.A.
Department/Function Level 2: N.A.
Primary Location: Mumbai
IAR Role No
Regulated Role No
Role Profile Attestation
The content of this role profile is relevant for the role in question
Name of reviewer: Hirdesh Rohatgi
Role of reviewer: Director
Date of review:
About Barclays
Barclays is a transatlantic consumer, corporate and investment bank offering products and services across personal,
corporate and investment banking, credit cards and wealth management, with a strong presence in our two home
markets of the UK and the US. Our goal is to become the bank of choice by providing superior services to customers
and clients and supporting our stakeholders via a commercially successful business that generates long-term
sustainable returns.
Our two clearly defined divisions, Barclays UK and Barclays International, provide diversification by business line,
geography and customer, enhancing financial resilience and helping to contribute to the delivery of consistent returns
through the business cycle. We have a strong core business with exciting prospects, well positioned to deliver long-
term value for our shareholders.
Consistent with the objective of delivering long-term sustainable value for all our stakeholders, we have developed
our Shared Growth Ambition – our approach to citizenship and the sustainability of the business model we operate.
The aim is to make decisions and do business that provides our clients and customers, and the communities which
we serve, with access to a prosperous future.
The delivery of our strategy is underpinned by the energy, commitment and passion of our people, and we are clear
on our common purpose: to help people achieve their ambitions, in the right way.
About Barclays India Employee Value Proposition
At Barclays, each day is about being more – as a professional, as a person. The statement ‘Be More @ Barclays’
represents our core promise to all current and future employees. It is the characteristic that we want to be associated
with as an employer and therefore is at the heart of every employee experience. Following are the four supporting
pillars of our employee value proposition:
Be More Globally Connected
Be More Inspired
Be More Impactful
Be More Valued
Internal Only
For further information about Barclays, please visit our website www.barclays.com
We are an equal opportunity employer and we are opposed to discrimination on any grounds. If this position requires the person to be an
Approved Person under the Financial Services and Markets Act 2000 (FSMA), disclosure of spent convictions within the meaning set out in
the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 will be required.
Restricted - External
For further information on EVP, please click on the link below
https://now.barclays.com/WCP/content/intranet/en/functions/operations-and-technology/global-service-centre/EVP.html
About CMBS Origination Team
The CMBS origination team underwrites loans secured by commercial mortgages that are securitized in CMBS
transactions. For each loan request, they are responsible for assessing the property economics in determining the
appropriate loan amount, interest rate to be charged, risk inherent into the transaction and ensuring that all loans
meet Barclays’ criteria. Additionally, the team performs quarterly analysis of Balance Sheet loans and is involved in
the underwriting & due diligence of the Acquisition facilities.
Overall purpose of role
The Mumbai team supports the CMBS Underwriting and Origination team through financial modelling and
deal review of the loan requests that they receive. The team prepares Loan Review Forms, Preliminary
Underwriting/ Cash Flow Models, and Asset Summary Reports that help in determining whether Barclays
should proceed with each transaction; and the loan amount, loan structure and spreads to be charged. The
team is also responsible for creating and maintaining a database of static information for all the Conduit and
SASB Deals issued which allows easy comparisons for current deals and better due diligence.
The candidate would help the team to size the number of deals that the team currently works on with the
CMBS underwriters and Originators in New York and Los Angeles.
Key Accountabilities
Candidate is expected to deliver on the following business agenda:
Review Offering Memos prepared by brokers and/or Borrowers to gain an understanding of the real estate
and the requested financing
Evaluate and compile property level income statements, rent roll, reimbursements, occupancy statics, sales
and occupancy cost information and other information into excel-based models
Compile market research to determine and verify a project’s economics and assumptions in the model.
Market research will include third party sources (such as CoStar, Reis, Smith Travel Research and others) as
well as public information available on the internet
Review tenant leases and related documentation and prepare an abstract of key terms.
Evaluate historical and projected capital expenditure budgets
Prepare asset summary reports which cover short descriptions of property and market characteristics, and
strengths and weaknesses of the transaction
Manage CMBS data and aid in aggregating, sourcing, and populating centralized databases
Stakeholder Management and Leadership
The candidate would directly interact with the CMBS Origination teams. They would have to interact with the
team members on a regular basis to make sure that the various models, reports and projects that they are
developing are as per requirements
Decision-making and Problem Solving
The candidate will have to be proactive in identifying issues and getting them resolved by coordinating with
various stakeholders
The candidate needs to work on several time sensitive activities and hence is required to be meticulous and
efficient
The candidate should have great eye for detail and should ensure that he/she meets the zero-error tolerance
requirement as most output forms a critical input for business decision making
Person Specification
Internal Only
For further information about Barclays, please visit our website www.barclays.com
We are an equal opportunity employer and we are opposed to discrimination on any grounds. If this position requires the person to be an
Approved Person under the Financial Services and Markets Act 2000 (FSMA), disclosure of spent convictions within the meaning set out in
the Rehabilitation of Offenders Act 1974 (Exceptions) Order 1975 will be required.
Restricted - External
Personal attributes essential to performing role including competencies, expertise, knowledge, and experience. Note:
experience requirements must not be in the form of years (minimum or otherwise).
Essential Skills/Basic Qualifications:
Postgraduate Degree (or equivalent)
Preferrable prior experience in Real Estate finance or securitized products like CMBS, RMBS, etc,
Knowledge of Real Estate metrics and financial statements (Preferred)
Experience working in CMBS issuances and managing data, preparing Narratives or Asset Summary reports
of the transaction will be beneficial
Excellent in Analytical skills & Proficiency in MS Excel, Word and PowerPoint
Desirable skills/Preferred Qualifications:
Experience in Due Diligence process
Experience of working on Argus Software
Familiar with Bloomberg or Trepp
Familiar with various market reports like CoStar & REIS
Risk and Control Objective
Ensure that all activities and duties are carried out in full compliance with regulatory requirements, Enterprise-Wide
Risk Management Framework and internal Barclays Policies and Policy Standards.
Purpose and Values
Barclays has a single cross-business Purpose for Barclays and five core Values which underpin it.
Our Purpose is helping people achieve their ambitions in the right way. Put simply this is the answer to the question
‘What is Barclays for?’ and it should guide our every action as employees.
Respect
We respect and value those we work with, and the contribution that they make.
Integrity
We act fairly, ethically and openly in all we do.
Service
We put our clients and customers at the centre of what we do.
Excellence
We use our energy, skills and resources to deliver the best, sustainable results.
Stewardship
We are passionate about leaving things better than we found them.