Back to search results

Financial Associate/Asset Management

Trimont Real Estate Advisors

Seal Beach, CA • Confidential • Full Time • Office
Asset Class Agnostic 2+ to 5 years exp. • 4 Year College

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.
Required Knowledge, Skills and Abilities: 
  • 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.
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.
  Trimont Real Estate Advisors is an equal opportunity employer, and we’re proud to support and celebrate diversity in the workplace.  We are committed to equal consideration for all qualified applicants regardless of race, color, religion, gender, sexual orientation, gender identity or expression, national origin, age, disability, protected veteran status, genetic information, or any other characteristic protected by applicable law. 

Job Functions

Finance Asset Management Financial Analysis

Related Jobs

Application Submitted!

You can view and track your application from your dashboard.

View Application