Senior Associate- Underwriter, Investment Advisory

Trimont; Overland Park (KS); On-site; USD 65,000 - 75,000; Full time

Job summary

An established industry player in commercial real estate services is seeking a Senior Associate - Underwriter to provide exceptional analytical support in Investment Advisory. This role involves leading cash flow re-underwriting, collaborating with asset managers, and refining underwriting models. The ideal candidate will possess a bachelor's degree in a relevant field and at least three years of underwriting experience. Join a dynamic team dedicated to fostering excellence and meaningful client relationships while enhancing your professional growth in a collaborative environment.

Qualifications

• 3+ years of underwriting experience in commercial real estate.
• Strong knowledge of investment analysis and loan terms.

Responsibilities

• Lead re-underwriting of cash flows and valuations for client portfolios.
• Perform detailed quantitative analyses comparing budgets and forecasts.

Skills

Underwriting experience

Analytical skills

Communication skills

Risk assessment

Market research

Education

Bachelor’s degree in real estate

Bachelor’s degree in finance

Bachelor’s degree in accounting

Tools

CoStar

Trepp

STR

Argus Enterprise

MS Word

MS Excel

MS Outlook

Job description

Senior Associate - Underwriter, Investment Advisory

Join to apply for the Senior Associate - Underwriter, Investment Advisory role at Trimont.

Overview

Founded in 1988 and headquartered in Atlanta, Trimont is a specialized global commercial real estate loan services provider. We partner with lenders to provide the infrastructure and capabilities needed to make informed decisions regarding the deployment, management, and administration of commercial real estate secured credit.

Our team of over 400 professionals serves a global client base from offices in Atlanta, Dallas, Kansas City, London, New York, and Sydney. We empower our teams with knowledge, advanced technology, and a culture driven by values, fostering excellence and meaningful client relationships.

Job Summary

The Senior Associate in Investment Advisory (IA) will deliver exceptional service by providing detailed analytical support for both IA and Asset Management platforms, covering various capital structures and property types. The role requires excellent interpersonal skills, professionalism, and the ability to work independently or as part of a team.

Responsibilities

1. Lead quarterly re-underwriting of cash flows and valuations for client portfolios, collaborating with asset managers and IA team members.
2. Assist with ad hoc re-underwriting for CLO contributions, reinvestments, rating agency inquiries, or other stakeholders.
3. Refine and improve underwriting models used for valuation and cash flow projections.
4. Update asset valuations based on market comparables and methodology understanding.
5. Support existing underwriting guidelines for various real estate assets.
6. Run Argus audits and scenario analyses on assets.
7. Research market conditions quarterly to update cash flows and valuations.
8. Perform detailed quantitative analyses comparing budgets, actuals, and forecasts.
9. Gather sale comparables and assumptions for valuation accuracy.
10. Engage with third-party appraisers, review, and challenge findings.
11. Ensure adherence to quality standards, addressing discrepancies proactively.
12. Promote a collaborative team environment with continuous improvement.
13. Stay current with industry trends to enhance team performance.
14. Present work findings to internal teams and clients.
15. Some travel may be required quarterly.

Required Qualifications

• Bachelor’s degree in real estate, finance, accounting, or related field.
• At least 3 years of underwriting experience.
• Knowledge of commercial real estate transactions, investment analysis, and loan terms.
• Familiarity with valuation methods across property types.
• Ability to evaluate credit risk through cash flow and valuation trends.
• Understanding of deal structures, including mezzanine and preferred equity.
• Effective communication of underwriting analysis to stakeholders.
• Efficient task management and deadline adherence.
• Proficiency with CoStar, Trepp, STR, Argus Enterprise, and related software.
• Experience with financial modeling and risk assessment tools.
• Proficiency in MS Word, Excel, and Outlook.

Additional Details

• Seniority level: Mid-Senior level
• Employment type: Full-time
• Job function: Finance and Sales

Location: Overland Park, KS | Salary: $65,000 - $75,000 | Posted: 2 weeks ago