Senior Associate, Investor Relations, CAM

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, Investor Relations will join an established investment management firm, specializing in a diverse range of commercial real estate products. The Senior Associate will collaborate with portfolio managers, asset management, and the underwriting team to compile data for client deliverables and provide strategic support.

 Responsibilities:

• Develop and finalize detailed reports customized for individual clients and aligned with industry standards.
• Contribute to the creation of marketing presentations for both current and potential clients.
• Collaborate with team members to deliver daily client services and manage on-demand requests efficiently.
• Aid the fundraising efforts by handling due diligence requests and updating pertinent marketing documents.
• Assist in the preparation of client communications regarding fund performance, financial statements, and reports.
• Conduct research on market trends and peer data, providing comprehensive reports.
• Support the organization and preparation of annual investor conferences, as well as quarterly meetings and calls.
• Maintain and update the investor portal, including the posting of materials and managing access requirements.
• Prepare investment summaries and press releases for new investments.
• Ensure data integrity within the Customer Relationship Management system.

Required Qualifications:

• Bachelor's degree in Accounting, Finance, or Economics
• 3 years of relevant professional experience in fixed income, commercial mortgage-backed securities, or real estate (not mandatory)
• Resourceful with strong independent research abilities to locate or generate data
• Excellent written and verbal communication skills
• Team-oriented with the capability to work effectively with various functional groups
• Highly efficient, adaptable, and diligent in managing multiple priorities and meeting deadlines
• Advanced proficiency in Excel, Word, and PowerPoint

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.