Senior Associate, Data & Analytics (Investor Reporting)

Trimont • Charlotte, NC

3d

About The Position

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