Associate, Credit and Asset Management

Trimont; Overland Park (KS); On-site; USD 65,000 - 95,000; Full time

Job summary

Trimont is seeking an Associate, CAM to support asset management across debt and equity structures and multiple property types. You will interact with borrowers, equity partners, and client representatives to deliver timely, accurate information for analysis and decision making.

The role requires a real estate/finance background, strong Excel and Argus Enterprise skills, and the ability to manage multiple tasks and meet tight deadlines in a fast-paced environment.

Qualifications

• Bachelor’s degree in real estate, finance, or accounting.
• 2+ years of relevant experience.
• Proficient in Argus Enterprise for real estate analysis.
• Strong Excel and analytical skills.

Responsibilities

• Develop and manage complex cash flow projection and valuation models on a quarterly and annual basis.
• Ensure proposed distributions align with equity capital/waterfall agreements.
• 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.
• Analyze and review proposed office and retail lease agreements.
• Conduct market research for sale comparable and valuation assumptions.
• Ensure compliance with all loan and partnership agreement covenants.
• Oversee the collection and examination of monthly financial statements.
• Manage the collection and evaluation of annual operating and capital budgets.
• Coordinate with internal insurance associates to oversee insurance coverage and escrow requirements.
• Work with internal tax associates to ensure tax payments and escrow requirements are met.

Skills

Analytical thinking

Communication

Multitasking

Education

Bachelor’s degree in real estate, finance, accounting

Tools

Argus Enterprise

Excel

Word & Outlook

Job description

Overview:

Founded in 1988 and headquartered in Atlanta, Georgia 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 make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit.

We do this with a team of 1100+ extraordinary Team Members who serve a global client base from offices in Atlanta, Bengaluru, Charlotte, Dallas, Hyderabad, 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 Associate, CAM 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 across multiple capital structures (debt and equity) and multiple property types (office, retail, industrial, multifamily, condos, student-housing, hospitality). 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
• Ensure proposed distributions align with equity capital/waterfall agreements
• 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
• Analyze and review proposed office and retail lease agreements
• Conduct market research for sale comparable and valuation assumptions
• Ensure compliance with all loan and partnership agreement covenants
• Oversee the collection and examination of monthly financial statements
• Manage the collection and evaluation of annual operating and capital budgets
• Coordinate with internal insurance associates to oversee insurance coverage and escrow requirements
• Work with internal tax associates to ensure tax payments and escrow requirements are met

Required Qualifications:

• Bachelor’s degree in real estate, finance, accounting, required
• 2+ years of relevant experience
• Skilled in Microsoft Excel usage
• 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
• Familiar in using Argus Enterprise for real estate analysis
• Proficient in Microsoft Word and Outlook for professional documentation and communication

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.