Debt and Asset Management Analyst

6 days ago


Scottsdale, Arizona, United States Caliber The Wealth Development Company Full time
About the Role

We 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 Responsibilities
  • Assist in underwriting and managing a portfolio of commercial mortgages on active investments.
  • Monitor debt covenant compliance and ensure timely and accurate lender financial reporting.
  • Evaluate new loan requests in conjunction with Portfolio Managers and the VP of Finance.
  • Create financing request packages for new loans and assist with the loan renewal process.
  • Participate in lender and JV partner calls and perform research and analysis of market data.
  • Maintain current, real-time Argus and Excel files for all active investments.
  • Assist in creating and maintaining 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.
Requirements
  • Bachelor's degree in Real Estate, Finance, or Business.
  • 1-3 years of commercial real estate lending, brokerage, or valuation advisory experience, with an emphasis on project-level underwriting and debt.
  • Knowledge of real estate debt and equity structures.
Preferred Qualifications
  • Advanced financial modeling skills in Microsoft Excel and Argus.
  • Experience with Sage.
  • Strong problem-solving skills and ability to use best judgment to work through challenges.
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. 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.



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