Caliber is looking for an experienced Senior Manager, Asset and Fund Analytics to join our team locally in Scottsdale, AZ.
This position is primarily responsible for leading portfolio analytics, performance measurement, and financial modeling across the Company’s real estate assets and investment funds. This role serves as a key bridge between asset management and finance by translating property-level performance into fund-level financial insights.
What You’ll Do:
- Lead the Asset and Fund Analytics function, overseeing the Asset Analyst and Fund Analyst and ensuring the delivery of high-quality portfolio analytics, financial modeling, and performance reporting across the platform.
- Conduct thorough financial analysis, including scenario modeling, asset and fund level builds, and trend analysis to provide actionable insights and recommendations to the management team.
- Support and help drive debt financing initiatives across the portfolio, including underwriting, refinancing analysis, capital structure evaluation, and lender financing strategies at both the asset and fund level.
- Provide insightful financial analysis, forecasting, budgeting, and reporting to support key decision-making processes within the organization.
- Track and report key performance indicators including NOI, occupancy, revenue trends, operating margins, and asset-level cash flow.
- Collaborate with cross-functional teams to gather relevant financial data and assumptions, ensuring alignment with business objectives and strategic plans.
- Provide support in evaluating and analyzing investment opportunities, including financial due diligence, ROI analysis, and sensitivity analysis.
- Evaluate the financial impact of capital events such as refinancings, recapitalizations, asset sales, and distributions.
- Consolidate asset-level financial performance into fund-level reporting and analysis.
- Identify and communicate risks and opportunities to management, offering proactive solutions and strategies to mitigate risks and capitalize on opportunities.
- Provide leadership, supervision, and ongoing mentorship to analyst staff, including performance management, professional development, technical training, and workload oversight to ensure a high-performing and scalable department function.
- Stay updated on industry trends, economic factors, and changes in accounting standards that may impact financial analysis and reporting.
- Participate in ad hoc projects, as assigned by management.
What You’ll Bring:
- Bachelor’s degree in finance or related field of study (Finance or Accounting preferred).
- Advanced excel modeling skills required.
- 6+ years of experience in real estate finance, asset management analytics, or investment analytics.
- Strong financial modeling and analytical skills with deep understanding of real estate performance metrics.
- Experience with portfolio reporting, fund-level analytics, and investment performance measurement.
- Strong problem-solving skills and ability to use best judgement to work through challenges.
- Strong communication and presentation skills with the ability to translate complex financial data into actionable insights.
- 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.
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
What we offer: Caliber offers benefits and perks such as-
- Discretionary Paid Time Off
- Volunteer Paid Time Off
- Paid Holidays
- 401k with Company Match
- Company Bonus Program
- Pet Discount Program
- Medical Insurance – Company pays team member monthly premium
- Vision Insurance
- Dental Insurance
- Health Savings Account (HSA)
- Flexible Spending Account (FSA)
- Company paid life insurance
- Company paid Short Term Disability
- Additional voluntary life insurance options
- Long Term Disability options
- Employee Stock Purchase Program
- Tuition Assistance Program
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.