Financial Associate/Asset Management

Job Description

Job Title: Financial Associate Job Description Overview:   Trimont Real Estate Advisors is in search of adding a Financial Associate to join our energetic team of analysts who work hand in hand with the Asset Managers to provide quality recommendations to our Clients. Major Duties and Responsibilities: 

• Analysis of property level financial statements including Operating Statements, Balance Sheets and rent rolls.
• Analysis of property operations vs. operating budget and market.
• Critiquing/tracking of operating and construction budgets.
• Reconcile and review loan draws for funding of construction, leasing and capital costs.
• Prepare monthly and/or quarterly reporting packages, including quarterly property valuations.
• Analysis and interaction with property managers, leasing agents and borrower and client representatives.
• Conduct property site inspections and market research.
• Interact professionally with all other employees, customers and organizations.
• Work effectively as a team contributor on all assignments.

• Bachelor’s degree in Real Estate, Business, Finance or Accounting.
• 2-3 years of experience related to commercial real estate preferred.
• Construction administration experience including lending and investment strategy is a plus.
• Previous internship experience in the commercial real estate industry is a plus.
• Working knowledge of complex financial calculations (IRR, ROI, COC, etc).
• High Level Proficiency in Microsoft Excel.

• Excellent written, verbal, and interpersonal communication skills.
• Ability to multi-task and meet deadlines to exceed expectations of client.
• A desire to succeed in a team-structured, fast-paced environment.
• Great attention to detail, analytical mindset and ability to work independently as well as in a team environment.