Will Ash, CFA

Experience

• 

  JLL

  Jun 2011 - Jun 2011

  Internship

  Summer internship programme in City investment agency team.

• 

  Barclays

  Sept 2012 - Jun 2014

  Graduate Scheme, Barclays Corporate Bank

  Second rotation of graduate scheme in Real Estate Origination, focusing on originating £10-100m loans to leading developers. First rotation of graduate scheme in the Debt Recoveries team in Basingstoke. Responsible for producing management information and project work.

• 

  Barclays Investment Bank

  Jun 2014 - Jul 2015

  Asset Manager - Real Estate

  Asset management of a £700m+ portfolio of syndicated and bilateral real estate loans across the major asset classes. Primary duties include covenant analysis, control of cash, dealing with loan/property requests, facility repayments (including changing structure of loan facilities following property disposals), writing annual reviews/ad hoc credit papers and providing risk analysis.

• 

  Sumitomo Mitsui Trust Bank, Limited (London Branch)

  Jul 2015 - now

  - Leading internal work streams for secondary loan participations.- Assisting and leading primary loan transactions from term sheet stage, through credit and to successful closing (including negotiation of loan documentation).- Monitoring whole real estate loan portfolio. - Managing ad hoc projects such as LIBOR-to-SONIA transition during 2021. - Execution of commercial real estate secondary loan participations.- Risk and profitability analysis of new transactions.- Preparing credit applications and presenting transactions at credit committee.- Credit analysis of loan structure and tenants.- Preparing research (markets, the economy etc).- Completing KYC onboarding.- Internal legal review.- Ongoing monitoring of the real estate loan portfolio (amendment and waiver requests, covenant compliance etc).

  • Real Estate Senior Associate Director

    Jul 2022 - now

  • Real Estate Assistant Director

    Jul 2019 - Jul 2022

  • Real Estate Associate

    Jul 2015 - Jun 2019