Trimont
Senior Associate, Credit & Asset Management
Trimont, Overland Park, Kansas, United States, 66213
Overview
Founded in 1988, Trimont is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed decisions related to deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance. Trimont serves a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney, with a focus on ongoing learning, growth and collaboration.
Job Summary
The Senior Associate in Credit & Asset Management will play a pivotal role in delivering exceptional, detail-focused service alongside team members. This role involves generating timely and precise analytical information to bolster the Asset Management platform, covering an array of capital structures (including debt and equity) and property types (such as office, retail, industrial, multifamily, condos, student housing, and hospitality). Interaction with borrowers, equity partners, and client representatives is a key part of the job, requiring excellent interpersonal skills and a professional, urgent approach to communication. The successful candidate will flourish in a team setting and demonstrate the independence and initiative necessary for solo achievements, including seeking clarity on complex issues or tasks.
Responsibilities
Developing and updating sophisticated models for cash flow projections and valuations on a quarterly and annual basis.
Assessing proposed distributions to ensure they align with equity capital structures and waterfall agreements.
Managing the coordination and thorough review of both debt and equity funding requests promptly.
Performing detailed quantitative analysis, including comparisons of budgeted, actual, and forecasted cash flows.
Responding to ad hoc financial analysis and data inquiries efficiently.
Tracking and evaluating the advancement of business strategies and capital expenditure plans.
Analyzing and providing insights on proposed office and retail lease agreements.
Conducting market research to gather sale comparables and assumptions needed for accurate valuations.
Ensuring compliance with covenants as stipulated in loan or partnership agreements.
Overseeing the collection and analysis of monthly financial statements.
Managing the collection and evaluation of annual operating and capital budgets.
Collaborating with the internal insurance team to oversee insurance coverage and manage escrow requirements.
Working with the internal tax team to ensure tax payments and escrow arrangements are accurately maintained.
Mentor and guide analysts in managing their workloads, ensuring efficient task distribution and support for their professional development.
Oversee and ensure adherence to quality standards and procedures, identifying and addressing any discrepancies to maintain excellence.
Foster a collaborative and supportive team environment, promoting knowledge sharing and continuous improvement.
Stay updated with industry trends and advancements to continuously enhance team performance and service delivery.
Required Qualifications
Bachelor’s Degree in real estate, finance, accounting, or a similar field required
3+ years of relevant professional experience
Knowledgeable about commercial real estate transactions and terminology
Familiar with commercial real estate valuation methods and principles
Understands different real estate property types and their corresponding lease agreements
Capable of managing multiple tasks simultaneously and adhering to deadlines
Possesses strong analytical and mathematical abilities
Excellent in both written and verbal communication
Proficient in Argus Enterprise software
Proficient in Microsoft Word, Excel and Outlook
Trimont is an equal opportunity employer. If you have a disability and need accommodation or assistance with the application process, please contact us. We maintain a drug-free policy to ensure a secure and productive workspace for all team members.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
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Founded in 1988, Trimont is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed decisions related to deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance. Trimont serves a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney, with a focus on ongoing learning, growth and collaboration.
Job Summary
The Senior Associate in Credit & Asset Management will play a pivotal role in delivering exceptional, detail-focused service alongside team members. This role involves generating timely and precise analytical information to bolster the Asset Management platform, covering an array of capital structures (including debt and equity) and property types (such as office, retail, industrial, multifamily, condos, student housing, and hospitality). Interaction with borrowers, equity partners, and client representatives is a key part of the job, requiring excellent interpersonal skills and a professional, urgent approach to communication. The successful candidate will flourish in a team setting and demonstrate the independence and initiative necessary for solo achievements, including seeking clarity on complex issues or tasks.
Responsibilities
Developing and updating sophisticated models for cash flow projections and valuations on a quarterly and annual basis.
Assessing proposed distributions to ensure they align with equity capital structures and waterfall agreements.
Managing the coordination and thorough review of both debt and equity funding requests promptly.
Performing detailed quantitative analysis, including comparisons of budgeted, actual, and forecasted cash flows.
Responding to ad hoc financial analysis and data inquiries efficiently.
Tracking and evaluating the advancement of business strategies and capital expenditure plans.
Analyzing and providing insights on proposed office and retail lease agreements.
Conducting market research to gather sale comparables and assumptions needed for accurate valuations.
Ensuring compliance with covenants as stipulated in loan or partnership agreements.
Overseeing the collection and analysis of monthly financial statements.
Managing the collection and evaluation of annual operating and capital budgets.
Collaborating with the internal insurance team to oversee insurance coverage and manage escrow requirements.
Working with the internal tax team to ensure tax payments and escrow arrangements are accurately maintained.
Mentor and guide analysts in managing their workloads, ensuring efficient task distribution and support for their professional development.
Oversee and ensure adherence to quality standards and procedures, identifying and addressing any discrepancies to maintain excellence.
Foster a collaborative and supportive team environment, promoting knowledge sharing and continuous improvement.
Stay updated with industry trends and advancements to continuously enhance team performance and service delivery.
Required Qualifications
Bachelor’s Degree in real estate, finance, accounting, or a similar field required
3+ years of relevant professional experience
Knowledgeable about commercial real estate transactions and terminology
Familiar with commercial real estate valuation methods and principles
Understands different real estate property types and their corresponding lease agreements
Capable of managing multiple tasks simultaneously and adhering to deadlines
Possesses strong analytical and mathematical abilities
Excellent in both written and verbal communication
Proficient in Argus Enterprise software
Proficient in Microsoft Word, Excel and Outlook
Trimont is an equal opportunity employer. If you have a disability and need accommodation or assistance with the application process, please contact us. We maintain a drug-free policy to ensure a secure and productive workspace for all team members.
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Finance and Sales
#J-18808-Ljbffr