Sapient Capital ยท 1 week ago
Commercial Real Estate Finance Manager (Family Office)
Carmel, IN
Full-time
Onsite
Senior Level, Lead/Staff
10+ years expSapient Capital is a privately owned advisory firm specializing in tailored investment management and family office solutions. They are seeking a strategic financial professional to oversee the performance and development of commercial real estate portfolios, particularly in the hospitality sector, focusing on optimizing asset value and managing financing activities.
Financial Services
Responsibilities
Monitor and analyze the financial performance of all commercial real estate assets and identify opportunities to improve NOI (Net Operating Income) through operational efficiencies and strategic enhancements
Collaborate with property management and development teams to implement value-add initiatives, evaluate tenancies, and devise strategies to minimize risk
Support ongoing property development and redevelopment efforts across the portfolio with a focus on transitioning properties into operational status
Evaluate ROI for capital improvement projects, manage negotiations, and track budget adherence
Assist in feasibility studies and financial planning for upgrades and repositioning, especially for hospitality assets
Develop strong relationships with key 3rd parties and service providers to drive value and ensure timely execution of all development projects within budget
Lead or support new financing efforts including refinancing, debt structuring, and lender negotiations
Prepare financial packages and presentations for capital partners and financial institutions
Maintain relationships with lenders and monitor covenant compliance
Collaborate with legal, tax, and accounting teams to structure deals and ensure execution of transactions and reduce potential risk
Prepare monthly and quarterly financial reports for internal stakeholders
Lead budgeting and forecasting processes for the portfolio
Ensure financial reporting aligns with client needs and investment goals
Qualification
Required
Bachelor's degree from an accredited university. Majors in Finance, Real Estate, Economics, Accounting, or a related field preferred
Proven success (10+ years) in commercial real estate finance or asset management roles, ideally including direct exposure to hotel operations or other hospitality assets
Strong proficiency in financial modeling and real estate valuation techniques
Deep understanding of capital markets, debt structures, and real estate economics
Advanced Excel and financial modeling skills
High level of integrity, professionalism, and discretion in handling sensitive and confidential information
Excellent communication and presentation skills, able to effectively synthesize and communicate complex concepts and strategies in a clear, concise manner catered to the background and communication style of each audience
Organized and efficient with the ability to effectively prioritize and delegate; highly attentive to detail and accuracy, while able to understand 'the big picture.'
Preferred
Advanced degree or designation (MBA, JD, CFA, etc.) strongly preferred
Company
Sapient Capital
Sapient Capital is an independent wealth advisory firm providing investment management, wealth strategy, and family office services to multi-generational families, UHNW individuals, endowments, and foundations.
51-200 employees
Funding
Current Stage
Growth StageLeadership Team
Liz Ewing
Chief Financial Officer
Andrew LeBlanc
Partner
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