Senior Associate, Capital Markets

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, Capital Markets will be responsible for creating and implementing the reporting and daily oversight of the company’s lender and investor activity, as well as internal reporting for Company. In addition, this role will provide support as needed to the Managing Director, Capital Markets as it relates to the broader oversight and management of the company’s capital structure.  This role will report to the Managing Director, Capital Markets and will work closely in a collaborative and integrated manner with the broader finance function and the operating business leaders.  This role requires a self-starter and critical thinker to help advance the organization.

Responsibilities:

• Support the preparation and maintenance of master portfolio data tapes, including financial and operational details, to help with cash management, portfolio returns, and compliance tracking. Use these files to assist internal finance teams with accounting close, cash forecasting, and operational reporting.
• Work with internal technology teams to help produce KPI reports in Excel, Power BI, or similar tools at both the portfolio and company-wide levels on a monthly or as-needed basis.
• Help develop and maintain tracking and reconciliation procedures, reporting structures, and review functions that fulfill capital provider requirements.
• Ensure capital provider reports match business-level reports and are prepared consistently and accurately.
• Assist with reporting and return calculations for Platform, CSC, and SA investment vehicles.
• Learn about the company’s borrowing facilities and compliance needs, and help ensure compliance reporting and monitoring are handled efficiently.
• Provide support to the Managing Director, Capital Markets with capital markets activities, including preparing rating agency reports and assisting with future transactions such as public debt issuances and equity investments.
• Support third-party due diligence, maintain relationships with banking partners, and help ensure smooth execution of structured transactions.
• Perform other duties as assigned related to capital management and financial performance and reporting.

Required Qualifications:

• Bachelor's degree in finance or a business-related degree.
• 3+ years' experience in related fields.
• Advance level Excel experience, necessary familiarity in working with large data sets and providing succinct, accurate reporting output.  
• SQL experience necessary, with the ability to critically assess data points and develop innovative reporting output, ideally in PowerBI.
• Adept of working efficiently in a deadline-oriented environment within a defined reporting framework.
• Knowledge of commercial real estate financing and securitization transactions and related terminology is preferred.
• 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
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