Current jobs related to Portfolio Management Analyst Debt/Asset Management - Scottsdale - Caliber The Wealth Development Company
-
Portfolio Management Analyst
2 months ago
Scottsdale, United States Caliber The Wealth Development Company Full timeCaliber 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...
-
Portfolio Management Analyst
2 months ago
Scottsdale, United States Caliber The Wealth Development Company Full timeCaliber 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...
-
Portfolio Management Analyst
1 month ago
Scottsdale, United States Caliber The Wealth Development Company Full timeJob DescriptionJob DescriptionCaliber 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...
-
Debt and Asset Management Analyst
2 days ago
Scottsdale, Arizona, United States Caliber The Wealth Development Company Full timeAbout the RoleWe are seeking a highly motivated and detail-oriented Portfolio Management Analyst to join our team at Caliber The Wealth Development Company. As a key member of our finance team, you will play a critical role in developing and executing debt-related strategies for commercial real estate investments.Key ResponsibilitiesAssist in underwriting...
-
Development and Acquisitions Analyst
3 days ago
Scottsdale, United States Marquee Asset Management, LLC Full timeJob DescriptionJob DescriptionSalary: $100k+Development and Acquisitions AnalystAbout the Company:The Company is a fast-growing multifamily developer, owner, and operator. The firm focuses primarily on the development of new multifamily communities, value-add and opportunistic apartment transactions, investing alongside various private equity and...
-
Commercial Real Estate Portfolio Analyst
1 week ago
Scottsdale, Arizona, United States Caliber The Wealth Development Company Full timeJob OverviewCaliber The Wealth Development Company is in search of a dedicated Portfolio Management Analyst specializing in Debt and Asset Management.The Portfolio Management Analyst collaborates closely with the VP of Finance and Portfolio Managers to formulate, implement, and oversee debt-related strategies for commercial real estate investments across all...
-
Asset Manager
1 week ago
Scottsdale, United States IDM Companies Full timeOverview: This Real Estate Asset Manager position is responsible for overseeing the portfolio of properties consisting of apartments, industrial, and retail located in WA, OR, and AZ. Companies include the pass-through entities used to develop and manage existing, under-construction, and future real estate assets. The Asset Manager will be an integral part...
-
Asset Manager
4 weeks ago
Scottsdale, United States IDM Companies Full timeOverview: This Real Estate Asset Manager position is responsible for overseeing the portfolio of properties consisting of apartments, industrial, and retail located in WA, OR, and AZ. Companies include the pass-through entities used to develop and manage existing, under-construction, and future real estate assets. The Asset Manager will be an integral part...
-
Asset Manager
2 months ago
Scottsdale, United States Macdonald & Company Full timeOur client, a vertically integrated development firm, are looking to appoint an Asset Manager to their Scottsdale team. With over $350M AUM, the Asset Manager will help manage a ground-up portfolio, heavily focused on industrial and multifamily projects. The Asset Manager is an integral role within the organization and is responsible for developing and...
-
Commercial Real Estate Investment Manager
2 days ago
Scottsdale, Arizona, United States Caliber The Wealth Development Company Full timeJob SummaryWe are seeking a highly motivated and detail-oriented Portfolio Management Analyst to join our team at Caliber The Wealth Development Company. As a key member of our finance team, you will be responsible for developing, executing, and managing debt-related strategies for commercial real estate investments across all of Caliber's platforms.Key...
-
Engineering Director- Portfolio Management
3 months ago
Scottsdale, United States STORE CAPITAL ADVISORS LLC Full timeJob DescriptionJob DescriptionDescription:STORE Capital Advisors, LLC is seeking an Engineering Director to join our Portfolio Management team. How you will contribute to STORE's mission:The Engineering Director owns the strategy and execution for property inspection oversite of a 3,200 commercial property portfolio. This role reports to the Executive...
-
Asset Management Specialist
1 week ago
Scottsdale, Arizona, United States I-TEK Solutions Full timeWe are seeking a meticulous professional to take on the role of an Inventory Control Coordinator.The primary duties of this position involve overseeing the tracking of PAC assets through various methods, including physical audits, barcode scanning, and asset management systems. You will play a crucial role in identifying and addressing any inconsistencies as...
-
Asset Management Specialist
1 week ago
Scottsdale, Arizona, United States I-TEK Solutions Full timeWe are seeking a meticulous professional to take on the role of an Inventory Control Coordinator.The primary duties of this position involve overseeing PAC assets through physical audits, barcode scanning, and the utilization of asset management software. You will be tasked with identifying and rectifying any inconsistencies as they arise.Key...
-
SBA Portfolio Manager
1 month ago
Scottsdale, United States Sunflower Bank Full timeJob DescriptionJob DescriptionDescription:Sunflower Bank is looking for an experienced SBA Portfolio Manager to join our team in Scottsdale, AZ The SBA Portfolio Manager position is responsible for gathering, analyzing, and interpreting financial and credit information in order to assess the creditworthiness of the company’s commercial SBA customers,...
-
Financial Investment Analyst
1 week ago
Scottsdale, Arizona, United States STORE Capital Full timeSTORE Capital Advisors, LLC is in search of a collaborative and proactive individual with experience in credit assessment to join our Portfolio Management division.Your Role in Advancing STORE's Objectives:The Financial Investment Analyst will be an integral member of STORE's Portfolio Management team, tasked with evaluating and interpreting tenant financial...
-
Investment Analyst
2 weeks ago
Scottsdale, United States Amplify Full timePOSITION DESCRIPTION We are seeking an experienced Investment Analyst to join our dynamic team. This role involves performing in-depth research on asset managers and product providers, as well as collaborating with third-party strategists, product providers, and vendors. The successful candidate will be responsible for the onboarding and oversight of...
-
Corporate Project Manager
3 months ago
Scottsdale, United States Odle Management Full timeJob DescriptionJob DescriptionOdle Management – A subsidiary of Eckerd ConnectsReports to the Corporate Finance and Administration Director and is a salaried, exempt position. Responsible for overseeing Finance and Administration projects from start to finish. Communicating with the project team and stakeholders, managing risks and issues, and monitoring...
-
Certified Behavior Analyst Position
5 days ago
Scottsdale, Arizona, United States Aba Clinic Management Llc Full timeBehavior Analyst Role at Aba Clinic Management LLCIf you are a Board Certified Behavior Analyst (BCBA) seeking a new opportunity to advance within an organization committed to providing outstanding services, Aba Clinic Management LLC is interested in your expertise.Key Responsibilities:Conduct informal observations and gather data to support the creation of...
-
Workforce Management Analyst
4 weeks ago
Scottsdale, United States Bakkt LLC Full timeJob DescriptionJob DescriptionAbout UsFounded in 2018, Bakkt builds technology that connects commerce. Our vision is to connect the digital economy by offering one ecosystem for cryptocurrency and digital assets, loyalty, and commerce. We enable our partners and clients to deliver new opportunities to their customers through SaaS and API solutions that...
-
Workforce Management Analyst
4 weeks ago
Scottsdale, United States Bakkt LLC Full timeJob DescriptionJob DescriptionAbout UsFounded in 2018, Bakkt builds technology that connects commerce. Our vision is to connect the digital economy by offering one ecosystem for cryptocurrency and digital assets, loyalty, and commerce. We enable our partners and clients to deliver new opportunities to their customers through SaaS and API solutions that...
Portfolio Management Analyst Debt/Asset Management
2 months ago
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 Calibers 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 under deadline pressure
+ Ability to adapt to processes and deal with ambiguity
+ Clear, effective oral and written communication skills are required, must be careful listener and clear communicator.
Benefits:
+ Flexible Paid Time Off
+ Volunteer Paid Time Off
+ 11 Paid Holidays
+ 401K with Company Match
+ Restrictive Stock Units
+ Medical insurance Company pays employee monthly premium
+ Company paid Life Insurance
+ Company paid Short Term Disability
+ Additional Life insurance Available
+ Long Term Disability Options
+ Vision insurance
+ Dental Insurance
+ Health savings account (HSA)
+ Flexible Spending Account (FSA)
+ Telemedicine
+ Tuition Assistance Program
+ Referral program
+ Computer Equipment Provided
+ Hybrid Schedule
+ Employee Assistance Program
Physical Demands:
This job operates in a professional office environment with occasional travel. This role routinely uses standard office equipment such as computers, phones, photocopiers and filing cabinets. The employee frequently communicates with internal team members, investors, and vendors. This role must be able to remain in a stationary position 50% of the time. This role constantly operates a computer and other office productivity machinery such as a copy machine and printer and occasionally moves items up to 50 lbs. for various projects.
Who we are: Caliber is a leading financial services company in the alternative asset management space, focused on commercial real estate, providing accredited investors and registered investment advisors with well-structured alternatives to traditional investments.
Our Why: Caliber grows the wealth of good people to create a better world.
Our Vision: We create strategic investments that build generational wealth for our investors, communities, and team. We are an alternative asset manager with strategies in real estate and credit, differentiated by our vertically integrated business model.
Our Core Values: Authenticity & Transparency | Compassion & Service | Vision & Agility
Caliber is an equal opportunity employer. Caliber expressly prohibits any form of unlawful employment discrimination, unlawful employment harassment, and unlawful employment retaliation. Caliber is committed to a policy of providing equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, national origin, age, sex, gender identity, sexual orientation, religion, disability, pregnancy status, veteran status, genetic information, or any other characteristic protected by law.
#LI-HR
Powered by JazzHR