What are the responsibilities and job description for the Associate-CAM Bond Finance position at Trimont Real Estate Advisors LLC?
Overview:
Founded in 1988 and headquartered in Atlanta, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders seeking the infrastructure and capabilities needed to make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit.
We do this with a team of 400 extraordinary Team Members who serve a global client base from offices in Atlanta, Dallas, Kansas City, London, New York and Sydney. We empower our skilled global teams by equipping them with the necessary knowledge and advanced technology, as well as fostering a culture driven by values. This approach helps our teams excel and build meaningful client relationships, while providing the highest quality service and feeling proud of the work they do.
Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration.
Learn: We believe ongoing learning is critical and are focused on providing a work environment where all team members can take ownership of their careers.
Grow: We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industry's most challenging and exciting endeavors.
Thrive: Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what we as team members as an organization, can achieve together.
Job Summary:
The candidate will work with the Team Lead and Senior Associate on the Bond Finance team on a variety of projects with a specific focus on Asset Backed Securitizations of data centers and other infrastructure assets. The candidate will assist in building the ABS platform by analyzing and formatting asset-based metrics and working internally to develop a platform for reporting on infrastructure assets within Excel, PowerBI and Backshop. The candidate should have strong Excel skills, be comfortable reading and interpreting legal documents, be well-organized with attention to detail, be comfortable interacting with clients and borrowers, and will ideally be experienced using Backshop on a regular basis.
Responsibilities
- Learn and understand property and operating metrics for a variety of infrastructure assets.
- Import/input underlying data into Excel and other systems for tracking and analysis.
- Work with R&D (Research and Development) and other internal stakeholders to determine best ways to analyze, present and store data within Trimont systems, i.e., Excel, Backshop, PowerBI, Data Warehouse, etc.
- Assist with the onboarding process of new ABS (Asset-Backed Securities) deals by coordinating with the onboarding team, following up with counsel on documentation, working with Tax and Insurance to ensure compliance with documents, inputting appraisal information, working with Team Lead and Senior Associate to review and set up compliance items and track critical dates.
- Help maintain ongoing reporting compliance and annual Servicer obligations such as annual appraisal updates, review of data tapes, etc.
- Be willing to learn about other bond structures such as project finance, blue/green bonds, etc. and assist with ongoing bondholder representative obligations.
- Be willing to learn to abstract legal documents and explain the obligations of the various parties thereto.
- Perform quantitative analysis comparing budgeted, actual, and forecasted cash flows
- Respond to ad hoc financial analysis and data requests promptly
- Analyze and review proposed lease agreements
- Conduct market research to understand site selection dynamics and trends impacting infrastructure assets
- Oversee the collection and examination of monthly financial statements
- Manage the collection and evaluation of annual operating and capital budgets
- Coordinate with internal insurance associates to oversee insurance coverage and escrow requirements
- Work with internal tax associates to ensure tax payments and escrow requirements are met
Required Qualifications:
- Bachelor’s degree in real estate, finance, accounting, required
- 2 years of relevant experience
- Skilled in Microsoft Excel usage
- Knowledgeable about commercial real estate transactions and industry terminology
- Familiar with commercial real estate valuation methods and principles
- Capable of managing multiple tasks and meeting strict deadlines
- Demonstrates strong analytical and mathematical abilities
- Excellent at both written and verbal communication
- Proficient in Microsoft Word and Outlook for professional documentation and communication
Trimont is an equal opportunity employer, and we’re proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members.