Financial Associate

Job Title:  Financial Associate

Job Description Overview:

Trimont 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.  Specific responsibilities include:

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. 
• Review leases and prepare appraisal recommendations.
• 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.

Required Knowledge, Skills and Abilities:  

• Bachelor’s degree in Real Estate, Business, Finance or Accounting.
• 1-2 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.
• Knowledge of complex financial calculations (IRR, ROI, COC, etc) is a plus.
• High Level Proficiency in Microsoft Excel.

Preferred Knowledge, Skills and Abilities:

• 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.