Trimont Logo

Trimont

Senior Associate, Data & Analytics (Investor Reporting)

Posted 22 Days Ago
Be an Early Applicant
Hybrid
Charlotte, NC, USA
Senior level
Hybrid
Charlotte, NC, USA
Senior level
The Senior Associate manages investor reports focused on CMBS, ensuring compliance and effective communication with stakeholders while implementing quality assurance processes.
The summary above was generated by AI

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.

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.

Required Qualifications:

  • 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.

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.


Equal Opportunity Employer
This employer is required to notify all applicants of their rights pursuant to federal employment laws. For further information, please review the Know Your Rights notice from the Department of Labor.

Trimont Charlotte, North Carolina, USA Office

550 S Tryon St, Suite 2400, Charlotte, North Carolina, United States, 28202

Similar Jobs

22 Minutes Ago
Remote or Hybrid
US
155K-194K Annually
Senior level
155K-194K Annually
Senior level
Big Data • Fintech • Information Technology • Insurance • Software
Lead Bestow's communications function, shape the company narrative, manage media relations, and develop communication strategies for category leadership in the insurtech space.
22 Minutes Ago
Remote or Hybrid
US
202K-238K Annually
Senior level
202K-238K Annually
Senior level
Big Data • Fintech • Information Technology • Insurance • Software
As a Staff Backend Engineer, you'll design and operate backend services, lead technical initiatives, ensure reliability, and mentor team members in a remote-first setup.
Top Skills: DockerGCPGoJavaKubernetesPostgresPython
26 Minutes Ago
Hybrid
85K-130K Annually
Mid level
85K-130K Annually
Mid level
Artificial Intelligence • Big Data • Healthtech • Machine Learning • Analytics • Biotech • Generative AI
Lead the development and commercialization of clinical assay projects, ensuring alignment with strategic goals, budget adherence, and timely delivery while managing risks and communication with stakeholders.
Top Skills: Ms ProjectSmartsheet

What you need to know about the Charlotte Tech Scene

Ranked among the hottest tech cities in 2024 by CompTIA, Charlotte is quickly cementing its place as a major U.S. tech hub. Home to more than 90,000 tech workers, the city’s ecosystem is primed for continued growth, fueled by billions in annual funding from heavyweights like Microsoft and RevTech Labs, which has created thousands of fintech jobs and made the city a go-to for tech pros looking for their next big opportunity.

Key Facts About Charlotte Tech

  • Number of Tech Workers: 90,859; 6.5% of overall workforce (2024 CompTIA survey)
  • Major Tech Employers: Lowe’s, Bank of America, TIAA, Microsoft, Honeywell
  • Key Industries: Fintech, artificial intelligence, cybersecurity, cloud computing, e-commerce
  • Funding Landscape: $3.1 billion in venture capital funding in 2024 (CED)
  • Notable Investors: Microsoft, Google, Falfurrias Management Partners, RevTech Labs Foundation
  • Research Centers and Universities: University of North Carolina at Charlotte, Northeastern University, North Carolina Research Campus

Sign up now Access later

Create Free Account

Please log in or sign up to report this job.

Create Free Account