Associate, Credit and Asset Management

TrimontLeawood, KS
Onsite

About The Position

The Associate, CAM will collaborate with other team members to deliver thoughtful, detail-oriented, best-in-class service to our client. This team member will be responsible for providing timely, accurate, and actionable information for analysis in support of the Asset Management platform across multiple capital structures (debt and equity) and multiple property types (office, retail, industrial, multifamily, condos, student-housing, hospitality). This role includes interfacing with borrowers, equity partners and client representatives and must have the awareness and the ability to interact with others in a professional manner and with a sense of urgency.

Requirements

  • 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
  • Familiar in using Argus Enterprise for real estate analysis
  • Proficient in Microsoft Word and Outlook for professional documentation and communication

Responsibilities

  • Develop and manage complex cash flow projection and valuation models on a quarterly and annual basis
  • Ensure proposed distributions align with equity capital/waterfall agreements
  • Manage and review debt and equity funding requests efficiently and meticulously
  • Perform quantitative analysis comparing budgeted, actual, and forecasted cash flows
  • Respond to ad hoc financial analysis and data requests promptly
  • Track and evaluate the progress of business plans and capital budget adherence
  • Analyze and review proposed office and retail lease agreements
  • Conduct market research for sale comparable and valuation assumptions
  • Ensure compliance with all loan and partnership agreement covenants
  • 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
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