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Commercial Real Estate Finance Manager (Family Office)

Sapient Capital
Full-time
On-site
Carmel, Indiana, United States
Full-time
Description

  

About Sapient Capital

Sapient Capital is a privately owned, independent advisory firm with over $11bn in assets under management, serving ultra-high-net-worth families and individuals, foundations, and institutions. As a fast-growing registered investment advisor (RIA), we specialize in providing our clients with a uniquely tailored service offering including sophisticated investment management, advanced financial planning and comprehensive family office solutions all tied together with cutting-edge technology. Sapient is headquartered in Indianapolis with offices in New York, Miami, and Los Angeles. 

Job Overview

We are seeking a highly strategic and detail-oriented financial professional to oversee the financial performance and development of one of our clients’ existing commercial real estate portfolios, with a particular emphasis on the hospitality sector, including hotel assets. This role is focused on optimizing asset value, supporting property enhancements, and managing financing activities. The ideal candidate will bring strong analytical skills, deep knowledge of commercial real estate operations, especially in hospitality, and a proactive drive to optimize the performance of portfolio assets.

Key Responsibilities:

  • Portfolio & Financial Management:
    • 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.
  • Development & Optimization
    • 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.
  • Financing &      Capital Strategy
    • 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.
  • Reporting & Forecasting
    • 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.
Requirements

  Qualifications:

  • Bachelor’s degree from an accredited university. Majors in Finance, Real Estate, Economics, Accounting, or a related field preferred. Advanced degree or designation (MBA, JD, CFA, etc.) strongly 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.” 

  

Sapient Capital is an Equal Opportunity Employer. Sapient does not discriminate based on race, religion, color, sex, gender identity, sexual orientation, age, non-disqualifying physical or mental disability, national origin, veteran status, or any other basis covered by appropriate law. All employment is decided based on qualifications, merit, and business need.

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