Senior Associate, Data & Analytics (Investor Reporting)

Trimont • Charlotte, NC

2d

About The Position

Founded in 1988, Trimont ( www.trimont.com ) is a specialized global commercial real estate loan services provider and partner for lenders and investors seeking the infrastructure and capabilities needed to help them scale their business and make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance. We do this with a team of 1100+ extraordinary team members who serve a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our people with advanced technology, industry-leading knowledge, and a culture centered on our core values. This approach enables our teams to deliver exceptional client service, build lasting relationships and take pride in the high-quality work they perform. 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 and as an organization, can achieve together. Where people, purpose, and progress come together every day. 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.

Requirements

• 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).
• Strong verbal and written communication skills
• Demonstrated capacity to achieve results in a dynamic setting.
• Organizational and administrative skills that reflect attention to detail and the ability to prioritize amidst competing demands.
• Skilled in managing sensitive information while upholding privacy.
• Handling workload and special projects efficiently.
• Ability to work both independently and within a team environment.

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.

What This Job Offers

• Job Type: Full-time
• Career Level: Senior