Demo

Senior Associate, Data & Analytics

Trimont
Charlotte, NC Full Time
POSTED ON 4/9/2025
AVAILABLE BEFORE 6/8/2025

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, Data & Analytics, is a key position responsible for overseeing the preparation and delivery of investor reports, particularly focused on Commercial Mortgage-Backed Securities (CMBS). This role requires a deep understanding of commercial real estate finance, strong accounting expertise, and proficiency in using the Commercial Real Estate Finance Council (CREFC) Investor Reporting Package (IRP). The successful candidate will be part of a team that functions in analyzing data, ensuring compliance, and maintaining effective communication with stakeholders.

Responsibilities:

  • Manage the preparation and delivery of comprehensive investor reports, ensuring adherence to CREFC standards and CMBS requirements.
  • Ensure all reporting activities comply with regulatory requirements and servicing agreements.
  • Implement robust quality assurance processes to maintain the accuracy and integrity of all reports and data submissions.
  • Act as the primary point of contact for Certificate Administrators and Special Servicers, addressing inquiries and providing detailed explanations of reports and analyses.
  • Facilitate effective communication and collaboration with internal departments to resolve loan servicing-related issues and improve service delivery.

 Required Qualifications:

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • 3 years of experience in investor reporting, data analytics, or a related role, with a focus on CMBS and commercial real estate finance.
  • Strong accounting skills and experience with financial reporting standards.
  • Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely.
  • Expertise in data analytics tools and software (e.g., Microsoft Office 365, Strategy, web based operating systems).

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.

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