Associate, Investor Reporting

SitusAMC; Atlanta (GA); On-site; USD 59,000 - 85,000; Full time

Benefits offered by this job

PTO

Paid holidays

Medical insurance

Dental insurance

Vision insurance

Life insurance

Disability insurance

401K

Job summary

SitusAMC is seeking a Senior Analyst to support servicing of commercial real estate loans across client portfolios. You will produce compliant client deliverables, analyze loan metrics, and build Excel-based templates and models for cash flows and amortization.

The role requires a Bachelor’s degree in finance/accounting and 5+ years of experience in finance/reporting, with strong Excel skills and excellent communication. Teamwork and deadline discipline are essential.

Qualifications

• Bachelor’s degree in finance/accounting or equivalent.
• 5+ years in industry or senior analyst level role.
• 0–2 years in reconciliations, financial/investor reporting preferred.
• 0–2 years of CREFC Reporting experience preferred.
• Strong attention to detail and professionalism.
• Proficient Excel use with formulas and macros.
• Excellent written, verbal, and electronic communication.
• Ability to manage multiple priorities with minimal supervision.
• Pro-active approach to problem recognition and resolution.

Responsibilities

• Approve system generated reporting and client deliverables for compliance and accuracy.
• Manage oral and written communication with internal/external clients regarding CRE loan servicing.
• Ensure adherence to policies, quality standards, and contractual deliverables.
• Summarize research to respond to lenders, audits, rating agencies, and stakeholders.
• Design/build spreadsheet templates and financial models to analyze loan metrics and cash flows.
• Ensure compliance with servicing standards and loan documents; process exceptions.
• Prepare and deliver cash remittance reports timely for portfolios.
• Prepare all reporting requirements for assigned portfolios.
• Ensure collection of servicing fees through remittance processes.
• Demonstrate teamwork and support colleagues; handle overtime when needed.
• Recommend efficiency initiatives; perform QC on completed products.
• Stay up-to-date with industry standards and changes.

Skills

Financial analysis

Attention to detail

Communication

Teamwork

Problem solving

Education

Bachelor's degree in finance or accounting

Tools

Excel

Job description

SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve.

At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team!

This role must complete complex, multifaceted assignments necessary for the proper servicing of our client’s portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support.

Essential Job Functions

• Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information
• Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client’s CRE loans
• Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties
• Summarize research, as needed, to comprehensively respond to inquiries from Lenders, Audit, Rating Agency and other authorized stakeholders
• Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest calculations, and, find and correct logic errors contained within
• Ensure compliance against Servicing Standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing
• Prepare and deliver cash remittance reports for assigned portfolios timely and accurately based on the requirements within the various Agreements.
• Prepare and deliver all reporting requirements for assigned portfolios based on the requirements within the various Agreements.
• Ensure the collection of all servicing fees through the remittance process based on the terms within the various the various Agreements.
• Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime when necessary to meet client deadlines
• Recommend process rationalization and efficiency initiatives affiliated with job responsibilities
• Perform QC on completed product and communicate results to team members
• Stay abreast of changes in industry standards
• Other activities as may be assigned by your manager

Qualifications/ Requirements

• Bachelor’s degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experience
• Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
• 0 – 2 years of experience in reconciliations, financial/investor reporting preferred
• 0 – 2 years of CREFC Reporting experience preferred
• Strong attention to detail and accuracy
• High degree of professionalism
• Experience with Excel, able to utilize multiple formulas and macros
• Excellent written, verbal and electronic communication skills
• Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced
• Ability to manage multiple priorities and meet multiple deadlines with minimum supervision
• Pro-active approach to problem recognition and resolution

Note: This job description is not intended to be all inclusive or exclusive. At any time, employees may perform other related duties as required to meet the ongoing needs of the organization and participate in additional trainings. SitusAMC does not accept unsolicited resumes from staffing agencies, search firms or any third parties. Any unsolicited resume submitted to SitusAMC in any manner will be considered SitusAMC property, and SitusAMC will not pay a fee for any placement resulting from the receipt of an unsolicited resume.

The annual full time base salary range for this role is

$59,000.00 - $85,000.00

Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.

Pay Transparency Nondiscrimination Provision

SitusAMC is an Equal Opportunity Employer. Qualified applicants will receive consideration for employment without regard to race, color, religion, age, sex, national origin, disability, genetics, protected veteran status, sexual orientation, gender identity or expression, or any other characteristic protected by federal, state, or local laws.

Know Your Rights, Workplace Discrimination is Illegal