Associate, Investor Reporting
for sections: About the role, Responsibilities, Requirements, Qualifications, Skills, Benefits, Pay, Schedule. Only include sections that have real specific content. Must not repeat job title as heading. Remove boilerplate, EEO, etc. Must preserve all substantive info.
We need to parse the posting.
Content:
Intro paragraph: "SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve. At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry. If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team!"
That's about the role/company.
Then: "This role must complete complex, multifaceted assignments necessary for the proper servicing of our client’s portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support."
Then "Essential Job Functions" list (bulleted). We'll treat as Responsibilities.
Then "Qualifications/ Requirements" list.
Then note about job description not inclusive etc (boilerplate). Remove.
Then "SitusAMC does not accept unsolicited resumes..." (application instruction) remove.
Then "The annual full time base salary range for this role is $59,000.00 - $85,000.00 Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval."
That's Pay.
Then "SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans."
That's Benefits.
Then "Pay Transparency Nondiscrimination Provision SitusAMC is an Equal Opportunity Employer..." remove.
Then "Know Your Rights, Workplace Discrimination is Illegal" remove.
Thus sections:
- About the role (intro paragraph + maybe the sentence about role completing assignments? Could be part of responsibilities. But we can put intro as About the role.
- Responsibilities: list of essential job functions.
- Qualifications: maybe combine Qualifications/Requirements and Skills? The posting has "Qualifications/ Requirements" list. Also there are skill-like items: Strong attention to detail, High degree of professionalism, Experience with Excel..., Excellent written..., Ability to work in a team..., Ability to manage multiple priorities..., Pro-active approach... These are part of qualifications/requirements. So we can have a Qualifications section that includes education, experience, and skills. Or separate Skills. But we should avoid thin sections. Could combine Qualifications and Skills into one Qualifications section. However the instruction says use headings for those categories if content exists. We could have Qualifications (education/experience) and Skills (specific abilities). But we need to decide based on content.
The posting: "Qualifications/ Requirements Bachelor’s degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experienceExperienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.0 – 2 years of experience in reconciliations, financial/investor reporting preferred0 – 2 years of CREFC Reporting experience preferredStrong attention to detail and accuracyHigh degree of professionalismExperience with Excel, able to utilize multiple formulas and macrosExcellent written, verbal and electronic communication skillsAbility to work in a team environment, yet, express independent thought, with a consistent quality work product being producedAbility to manage multiple priorities and meet multiple deadlines with minimum supervisionPro-active approach to problem recognition and resolution"
It seems all together. So we could have a Qualifications section that includes education, experience, and skills. That would be substantive.
Then Benefits section.
Pay section.
Schedule: no mention of schedule (full-time implied but not explicit). No schedule details, so we should not create Schedule section.
Thus sections: About the role, Responsibilities, Qualifications, Benefits, Pay.
We need to use for each heading. Use - for any list of duties/requirements/benefits. Use
for prose.
We must preserve all substantive information; do not invent or summarize away detail. Must not include boilerplate.
We need to ensure we include all details from the posting.
Let's extract details.
About the role prose: combine the introductory paragraphs.
Paragraph 1: "SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve."
Paragraph 2: "At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry."
Paragraph 3: "If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team!"
Paragraph 4: "This role must complete complex, multifaceted assignments necessary for the proper servicing of our client’s portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support."
We could keep all as About the role.
Now Responsibilities: list of essential job functions.
Let's extract each bullet:
- Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information
- Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client’s CRE loans
- Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties
- Summarize research, as needed, to comprehensively respond to inquiries from Lenders, Audit, Rating Agency and other authorized stakeholders
- Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest calculations, and, find and correct logic errors contained within
- Ensure compliance against Servicing Standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing
- Prepare and deliver cash remittance reports for assigned portfolios timely and accurately based on the requirements within the various Agreements.
- Prepare and deliver all reporting requirements for assigned portfolios based on the requirements within the various Agreements.
- Ensure the collection of all servicing fees through the remittance process based on the terms within the various the various Agreements.
- Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime when necessary to meet client deadlines
- Recommend process rationalization and efficiency initiatives affiliated with job responsibilities
- Perform QC on completed product and communicate results to team members
- Stay abreast of changes in industry standards
- Other activities as may be assigned by your manager
We need to preserve all. Note some duplicates: "Prepare and deliver cash remittance reports..." and "Prepare and deliver all reporting requirements..." maybe similar but keep both.
Now Qualifications: we need to include education, experience, skills.
Let's parse:
- Bachelor’s degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experience
- Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent.
- 0 – 2 years of experience in reconciliations, financial/investor reporting preferred
- 0 – 2 years of CREFC Reporting experience preferred
- Strong attention to detail and accuracy
- High degree of professionalism
- Experience with Excel, able to utilize multiple formulas and macros
- Excellent written, verbal and electronic communication skills
- Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced
- Ability to manage multiple priorities and meet multiple deadlines with minimum supervision
- Pro-active approach to problem recognition and resolution
We should keep all.
Now Benefits:
- SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies.
- All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans.
We should keep both sentences.
Now Pay:
- The annual full time base salary range for this role is $59,000.00 - $85,000.00
- Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data.
- Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval.
We keep all.
Now we need to output HTML fragment only, no markdown fences.
We'll produce:
About the role
...
Then Responsibilities
- ...
...
Then Qualifications
- ...
...
Then Benefits
- ...
...
Then Pay
- ...
...
Make sure to preserve punctuation exactly as in source? We can keep as is.
Check for any duplicated lines: we should not duplicate.
Now ensure we didn't include any boilerplate like EEO, unsolicited resumes, note about job description not inclusive, Pay Transparency Nondiscrimination Provision, Know Your Rights.
We removed those.
Now output.
Let's craft the About the role paragraph: combine sentences with spaces.
We'll produce a single containing all four sentences.
Make sure to keep the content exactly.
Sentence1: "SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve."
Sentence2: "At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry."
Sentence3: "If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team!"
Sentence4: "This role must complete complex, multifaceted assignments necessary for the proper servicing of our client’s portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support."
We'll combine with spaces.
Now Responsibilities list: each bullet as
- .
We need to keep the exact phrasing.
Let's list them:
1. Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information
2. Manage communication (both oral and written
- for any list of duties/requirements/benefits. Use
for prose. We must preserve all substantive information; do not invent or summarize away detail. Must not include boilerplate. We need to ensure we include all details from the posting. Let's extract details. About the role prose: combine the introductory paragraphs. Paragraph 1: "SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve." Paragraph 2: "At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry." Paragraph 3: "If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team!" Paragraph 4: "This role must complete complex, multifaceted assignments necessary for the proper servicing of our client’s portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support." We could keep all as About the role. Now Responsibilities: list of essential job functions. Let's extract each bullet: - Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information - Manage communication (both oral and written) with various internal and external clients regarding various questions (both routine and exceptions) related to the proper servicing of the client’s CRE loans - Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties - Summarize research, as needed, to comprehensively respond to inquiries from Lenders, Audit, Rating Agency and other authorized stakeholders - Design and build spreadsheet templates and/or financial models, including the coding of interrelated excel formulas, data tables and macros, to analyze the loan metrics, cash flows, amortization tables and similar debt or equity interest calculations, and, find and correct logic errors contained within - Ensure compliance against Servicing Standards, internal policies, and abstracted key dates, terms/requirements from various loan and servicing documents, while identifying and addressing those provisions that warrant exception processing - Prepare and deliver cash remittance reports for assigned portfolios timely and accurately based on the requirements within the various Agreements. - Prepare and deliver all reporting requirements for assigned portfolios based on the requirements within the various Agreements. - Ensure the collection of all servicing fees through the remittance process based on the terms within the various the various Agreements. - Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, as well as with special projects, and working overtime when necessary to meet client deadlines - Recommend process rationalization and efficiency initiatives affiliated with job responsibilities - Perform QC on completed product and communicate results to team members - Stay abreast of changes in industry standards - Other activities as may be assigned by your manager We need to preserve all. Note some duplicates: "Prepare and deliver cash remittance reports..." and "Prepare and deliver all reporting requirements..." maybe similar but keep both. Now Qualifications: we need to include education, experience, skills. Let's parse: - Bachelor’s degree; Preferred Field of Study: finance/accounting, business or equivalent combination of education and experience - Experienced professional with 5+ years of industry and/or relevant experience, typically at a Senior Analyst or Analyst level role or external equivalent. - 0 – 2 years of experience in reconciliations, financial/investor reporting preferred - 0 – 2 years of CREFC Reporting experience preferred - Strong attention to detail and accuracy - High degree of professionalism - Experience with Excel, able to utilize multiple formulas and macros - Excellent written, verbal and electronic communication skills - Ability to work in a team environment, yet, express independent thought, with a consistent quality work product being produced - Ability to manage multiple priorities and meet multiple deadlines with minimum supervision - Pro-active approach to problem recognition and resolution We should keep all. Now Benefits: - SitusAMC offers PTO and paid holidays, the terms of which are set forth in the program policies. - All full time employees also are eligible to participate in various benefit plans, including medical, dental, vision, life, disability insurance and 401K; in each case in accordance with the terms of the applicable plans. We should keep both sentences. Now Pay: - The annual full time base salary range for this role is $59,000.00 - $85,000.00 - Specific compensation is determined through interviews and a review of relevant education, experience, training, skills, geographic location and alignment with market data. - Additionally, certain positions may be eligible to receive a discretionary bonus as determined by bonus program guidelines, position eligibility and SitusAMC Senior Management approval. We keep all. Now we need to output HTML fragment only, no markdown fences. We'll produce:
About the role
...
ThenResponsibilities
- ... ...
Qualifications
- ... ...
Benefits
- ... ...
Pay
- ... ...
containing all four sentences. Make sure to keep the content exactly. Sentence1: "SitusAMC is where the best and most passionate people come to transform our client’s businesses and their own careers. Whether you’re a real estate veteran, a passionate technologist, or looking to get your start, join us as we work together to realize opportunities for everyone, we proudly serve." Sentence2: "At SitusAMC, we are looking to match your unique experience with one of our amazing careers, so that we can help you realize your potential and career growth within the Real Estate Industry." Sentence3: "If you are someone who can be yourself, advocate for others, stay nimble, dream big, own every outcome, and think global but act local – come join our team!" Sentence4: "This role must complete complex, multifaceted assignments necessary for the proper servicing of our client’s portfolios of commercial real estate loans and is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support." We'll combine with spaces. Now Responsibilities list: each bullet as
- . We need to keep the exact phrasing. Let's list them: 1. Approve system generated reporting, queries and related client deliverables for compliance, adherence, accuracy as determined by supporting information 2. Manage communication (both oral and written