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Trimont Real Estate Advisors

Financial Associate

Full Time
Real Estate Field
  • Asset / Portfolio Management
Seal Beach
Postal Code
United States

This job is no longer active.


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. 

Job Functions

  • Asset Management
  • Capital Markets
  • Financial Analysis

Job Sector

Not specified



1+ to 2 years

This job is no longer active.

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