Associate – Credit & Asset Management

Trimont; Atlanta (GA); On-site; USD 60,000 - 90,000; Full time

Job summary

A leading company in commercial real estate loan services is seeking a Financial Analyst to develop cash flow models and ensure compliance with financial agreements. The ideal candidate will have strong analytical skills, proficiency in Excel, and relevant experience in commercial real estate transactions.

Qualifications

• At least 2 years of relevant experience.
• Proficiency in Microsoft Excel and Argus Enterprise.
• Knowledge of commercial real estate transactions.

Responsibilities

• Develop and manage cash flow projection and valuation models.
• Ensure compliance with loan and partnership covenants.
• Perform quantitative analyses comparing budgets and forecasts.

Skills

Analytical skills

Mathematical skills

Communication skills

Proficiency in Microsoft Excel

Knowledge of commercial real estate

Tools

Argus Enterprise

Microsoft Word

Microsoft Outlook

Job description

Founded in 1988 and headquartered in Atlanta, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider, partnering with lenders to facilitate informed, effective decisions related to the deployment, management, and administration of commercial real estate secured credit.

We have a team of over 400 professionals serving a global client base from offices in Atlanta, Dallas, Kansas City, London, New York, and Sydney. Our approach combines advanced technology, continuous learning, and a culture driven by values, enabling our teams to excel, build meaningful client relationships, and deliver high-quality service with pride.

Trimont is an innovative firm where professionals come to learn, grow, and thrive, driven by curiosity and collaboration.

Our Core Values:

• Learn: We foster an environment of ongoing learning, encouraging team members to take ownership of their careers.
• Grow: Working alongside leading institutional lenders, we handle significant industry projects that expand skills and abilities.
• Thrive: Our organization combines ethics and excellence to create a rewarding work experience, with limitless potential for achievement.

Responsibilities

1. Develop and manage complex cash flow projection and valuation models quarterly and annually.
2. Ensure proposed distributions comply with equity capital and waterfall agreements.
3. Manage and review debt and equity funding requests efficiently and meticulously.
4. Perform quantitative analyses comparing budgets, actuals, and forecasts.
5. Respond promptly to ad hoc financial analysis and data requests.
6. Monitor and evaluate business plan progress and capital budget adherence.
7. Analyze and review office and retail lease agreements.
8. Conduct market research for sale comparables and valuation assumptions.
9. Ensure compliance with all loan and partnership covenants.
10. Oversee collection and review of monthly financial statements.
11. Manage collection and evaluation of annual operating and capital budgets.
12. Coordinate with internal teams on insurance coverage and escrow requirements.
13. Work with tax teams to ensure timely tax payments and escrow management.

Required Qualifications

• At least 2 years of relevant experience.
• Proficiency in Microsoft Excel.
• Knowledge of commercial real estate transactions and terminology.
• Familiarity with valuation methods and principles.
• Ability to manage multiple tasks and meet deadlines.
• Strong analytical and mathematical skills.
• Excellent written and verbal communication skills.
• Experience with Argus Enterprise software.
• Proficiency in Microsoft Word and Outlook.

Trimont is an equal opportunity employer committed to diversity and inclusion. If you require accommodations during the application process due to a disability, please contact us. We maintain a drug-free workplace to ensure a safe and productive environment for all employees.