Senior Associate-Credit and Asset Management

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 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 not only flourish in a team setting but also demonstrate the independence and initiative necessary for solo achievements, including the confidence to seek 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 the highest level of product or service 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, Excell and Outlook.

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.