AVP, Investor Reporting

About the role

This role leads the oversight of the assigned Investor Reporting team members who must complete complex, multifaceted assignments necessary for the proper servicing of our client’s portfolios of commercial real estate loans. The position is responsible for producing concurrent professional product deliverables in a consistent and timely fashion with limited management support and for mentoring junior staff.

Responsibilities

• Approve system-generated reporting, queries, and related client deliverables for compliance, adherence, and accuracy as determined by supporting information.
• Manage communication (both oral and written) with various internal and external clients regarding routine and exception-based questions related to the proper servicing of the client’s commercial real estate (CRE) loans.
• Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables to clients and other external parties.
• Summarize research to comprehensively respond to inquiries from lenders, audit, rating agencies, and other authorized stakeholders.
• Design and build spreadsheet templates and/or financial models, including coding interrelated Excel formulas, data tables, and macros, to analyze loan metrics, cash flows, amortization tables, and similar debt or equity interest calculations. Identify and correct logic errors.
• Ensure compliance against servicing standards, internal policies, and abstracted key dates, terms, and requirements from various loan and servicing documents. Identify and address provisions that warrant exception processing.
• Demonstrate teamwork by maintaining a professional attitude, proactively assisting coworkers, working on special projects, and working overtime when necessary to meet client deadlines.
• Recommend process rationalization and efficiency initiatives affiliated with job responsibilities.
• Monitor workflow to ensure staff is adequately utilized.
• Train new team members.
• Periodically evaluate resources to ensure specific goals and deadlines are achievable.
• Perform quality control (QC) on completed product and communicate results to team members.
• Stay abreast of changes in industry standards.
• Perform other activities as assigned by your manager.

Requirements

• Bachelor’s degree; preferred field of study: finance/accounting, business, or equivalent combination of education and experience.
• Minimum of 6+ years of industry and/or relevant experience, typically with 1+ years in a Senior Associate level role or external equivalent.
• 5 years’ experience with CREFC Reporting.
• 5 years’ experience in reconciliations and financial/investor reporting.
• High comfort level with use of various industry-related software systems.
• Strong attention to detail and accuracy.
• Strong leadership skills.
• High degree of professionalism.
• Experience with Excel, including the ability to utilize multiple formulas and macros.
• Excellent written, verbal, and electronic communication skills.
• Ability to work in a team environment while expressing independent thought and producing a consistent quality work product.
• Ability to manage multiple priorities and meet multiple deadlines with minimum supervision.
• Proactive approach to problem recognition and resolution.

Pay

The annual full-time base salary range for this role is $85,000.00 - $100,000.00. 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.

Benefits

• Paid time off (PTO) and paid holidays, as set forth in program policies.
• Eligibility to participate in various benefit plans, including medical, dental, vision, life, and disability insurance.
• 401K retirement plan, in accordance with the terms of the applicable plans.