Senior Associate, Investor Reporting & Data Oversight

Orix Corporation USA; Kansas; Hybrid; USD 85,000 - 115,000; Full time

Benefits offered by this job

Hybrid work model

Comprehensive benefits package

Job summary

ORIX USA seeks a Senior Associate to guide the investor reporting team, ensuring timely, accurate data submission and compliance with lender and investor requirements. You will oversee remittances, review complex loan data, and support audits and reporting packages.

Responsibilities include coordinating with asset management and capital markets, testing enhancements, and providing superior service to internal and external clients while maintaining confidentiality.

Qualifications

• Bachelor’s degree in accounting, finance, economics or business.
• 3–5 years direct investor reporting experience, preferably CMBS/CLO.
• Analytical skills and ability to synthesize data from multiple sources.

Responsibilities

• Compile and review loan/pool data for investor reporting per CREFC guidelines.
• Provide guidance to associates on monthly investor reporting packages and remittances.
• Reconcile remittances, including advances and reimbursements.
• Coordinate data changes with asset management and capital markets.
• Prepare documentation for Reg AB, SOX, and audits.
• Assist with testing report enhancements and ad hoc requests.

Skills

Analytical skills

Problem solving

Communication skills

Customer service mindset

Self-management

Education

Bachelor’s degree in Accounting, Finance, Economics, or Business

Tools

Microsoft Office

McCracken Strategy

Mortgage servicing platform

Job description

ORIX USA seeks a Senior Associate to guide the investor reporting team, ensuring timely, accurate data submission and compliance with lender and investor requirements. You will oversee remittances, review complex loan data, and support audits and reporting packages.

Responsibilities include coordinating with asset management and capital markets, testing enhancements, and providing superior service to internal and external clients while maintaining confidentiality.