Analyst, Credit and Asset Management
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 Analyst 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 for a portfolio of complex debt and equity investments focused primarily on the senior living and social infrastructure markets around the United States. 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.
Responsibilities
- Develop and manage complex cash flow projection and valuation models on a quarterly and annual basis
- 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
- Ensure compliance with all loan and partnership agreement covenants
- Oversee the collection and examination of monthly financial statements, compliance certificates, annual operating, and capital budgets
- Direct communications between multiple stakeholders including borrowers and lender partners, as well as internal business and credit leadership
- Perform quarterly and annual loan reviews (operating, financial and market performance) of assets in assigned portfolio
- Coordinate asset servicing and reporting responsibilities with internal departments to ensure proper tracking and timely and accurate reporting
- Assist with creation and upkeep of loan and property database, automation of data processing, and other data information improvement processes
- Review and analyze loan modification and refinance opportunities
- Occasional travel may be required
Required Qualifications:
- Bachelor’s degree in real estate, finance, accounting, required
- Skilled in Microsoft Excel
- 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
- Proficient in Microsoft Word and Outlook for professional documentation and communication
- Interest in or experience with IT/data processing automation
- Experience with seniors housing and/or skilled nursing
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.