Senior Capital Markets Analyst - Data-Driven Reporting

Trimont LLC; Atlanta (GA); On-site; USD 95,000 - 135,000; Full time

Job summary

Trimont LLC, headquartered in Atlanta, is a global real estate loan services firm. The Senior Associate, Capital Markets will create and oversee reporting on lender and investor activity and support the Managing Director in capital-structure oversight.

The role requires advanced Excel, SQL, and Power BI skills to deliver KPI reports, data tapes, and accurate financial reporting in a deadline-driven environment.

Qualifications

• Bachelor degree in finance or business-related field.
• 3+ years' experience in related fields.
• Advanced Excel experience with large data sets and reporting output.
• SQL experience with Power BI or similar tools.
• Ability to work under deadlines within a defined reporting framework.

Responsibilities

• Support preparation and maintenance of master portfolio data tapes for cash management, portfolio returns, and compliance tracking.
• Produce KPI reports in Excel and Power BI at portfolio and company-wide levels.
• Develop and maintain tracking and reconciliation procedures for capital provider requirements.
• Ensure capital provider reports align with business reports and are accurate.
• Assist with reporting and return calculations for investment vehicles.
• Learn borrowing facilities and compliance needs; assist with monitoring and reporting.
• Support capital markets activities including rating agency reports and future transactions.
• Coordinate with banking partners and support smooth execution of structured transactions.
• Perform other duties related to capital management and financial performance.

Skills

Advanced Excel

SQL

Data analysis

Education

Bachelor's degree in finance or business

Tools

Power BI

Job description

Trimont LLC, headquartered in Atlanta, is a global real estate loan services firm. The Senior Associate, Capital Markets will create and oversee reporting on lender and investor activity and support the Managing Director in capital-structure oversight.

The role requires advanced Excel, SQL, and Power BI skills to deliver KPI reports, data tapes, and accurate financial reporting in a deadline-driven environment.