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 ...
- Rate: Not Specified
- Location: Scottsdale, US-AZ
- Type: Permanent
- Industry: Finance
- Recruiter: Caliber Services, LLC
- Contact: Not Specified
- Email: to view click here
- Reference: 570882723
- Posted: 2024-09-28 08:26:10 -
- View all Jobs from Caliber Services, LLC
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