Portfolio Management Analyst – Debt/Asset Management

Caliber is seeking a full-time Portfolio Management Analyst – Debt/Asset Management to join our team locally in Scottsdale, AZ.

The Portfolio Management Analyst works closely with the VP of Finance and Portfolio Managers to develop, execute, and manage debt-related strategies for commercial real estate investments across all of Caliber’s platforms.

The position is ideally suited for a highly motivated, detail orientated individual with a strong work ethic.

The individual should have the desire to be part of the growth of an expanding company, and work within a small team of other highly motivated individuals.

Primary Responsibilities:


* Assist with underwriting and managing a portfolio of commercial mortgages on active investments.


* Ongoing monitoring of debt covenant compliance.


* Responsible for timely and accurate lender financial reporting.


* Evaluate new loan requests in conjunction with Portfolio Managers and VP of Finance.


* Create financing request packages for new loans.


* Assist with the loan renewal process.


* Participation in lender and JV partner calls.


* Perform research and analysis of market data.


* Maintain current, real-time Argus and Excel files for all active investments.


* Assist in creation and maintenance of critical portfolio tracking tools and models.


* Track leasing, tenant improvement, capex actual v.

budget to ensure projections and loan terms are being met/exceeded.


* Work with accounting and asset management to ensure accuracy and timeliness of monthly reporting.


* Abstract loans agreements to identify key provisions and dates.


* Actively participate in the due diligence process for acquisitions, dispositions, and recapitalizations.


* Perform other projects as needed.

Qualifications (required unless otherwise stated):


* Bachelor's degree required; Real Estate, Finance, or Business degree preferred.


* 1-3 years of commercial real estate lending, brokerage or valuation advisory experience, with an emphasis on project level underwriting and debt preferred.

Previous experience working for a bank, private/public REIT, or private equity fund is a plus.


* Knowledge of real estate debt and equity structures.

Knowledge/Skills/Abilities:


* Highly motivated and results driven.


* Ability to interpret and communicate complex financial concepts.


* Effective time management and careful attention to detail a must.


* Strong organizational skills with the ability to manage multiple projects simultaneously.


* Team focused with proven ability to also work independently.


* General computer proficiency with a strong working knowledge of Word and PowerPoint, as well as advanced financial modeling skills in Microsoft Excel and Argus; experience with Sage a plus.


* Strong problem-solving skills and ability to use best judgement to work through challenges 


* Ability to work in a fast-paced environment ...