Senior Associate, Capital Markets

About the Company

Founded in 1988, Trimont is a specialized global commercial real estate loan services provider and partner for lenders and investors. As the largest master servicer of commercial real estate loans in the United States, Trimont manages securitizations with meticulous oversight and coordination—protecting cash flows, mitigating risk, and ensuring portfolio performance. With a team of 1,100+ professionals across offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York, and Sydney, Trimont empowers its people with advanced technology, industry-leading knowledge, and a culture centered on core values.

Trimont fosters an environment where visionary professionals learn, grow, and thrive through curiosity, collaboration, and tackling some of the industry’s most challenging and exciting endeavors.

About the Role

The Senior Associate, Capital Markets will be responsible for creating and implementing reporting and daily oversight of the company’s lender and investor activity, as well as internal reporting. This role will also provide support to the Managing Director, Capital Markets in overseeing and managing the company’s capital structure. The position requires a self-starter and critical thinker to help advance the organization.

Responsibilities

• Support the preparation and maintenance of master portfolio data tapes, including financial and operational details, to assist with cash management, portfolio returns, and compliance tracking.
• Use portfolio files to assist internal finance teams with accounting close, cash forecasting, and operational reporting.
• Work with internal technology teams to produce KPI reports in Excel, Power BI, or similar tools at both the portfolio and company-wide levels on a monthly or as-needed basis.
• Help develop and maintain tracking and reconciliation procedures, reporting structures, and review functions that fulfill capital provider requirements.
• Ensure capital provider reports match business-level reports and are prepared consistently and accurately.
• Assist with reporting and return calculations for Platform, CSC, and SA investment vehicles.
• Learn about the company’s borrowing facilities and compliance needs, and help ensure compliance reporting and monitoring are handled efficiently.
• Provide support to the Managing Director, Capital Markets with capital markets activities, including preparing rating agency reports and assisting with future transactions such as public debt issuances and equity investments.
• Support third-party due diligence, maintain relationships with banking partners, and help ensure smooth execution of structured transactions.
• Perform other duties as assigned related to capital management and financial performance and reporting.

Requirements

• Bachelor's degree in finance or a business-related field.
• 3+ years' experience in related fields.
• Advanced Excel experience, including working with large data sets and producing accurate reporting output.
• SQL experience with the ability to critically assess data points and develop innovative reporting, ideally in Power BI.
• Adept at working efficiently in a deadline-oriented environment within a defined reporting framework.
• Knowledge of commercial real estate financing and securitization transactions and related terminology is preferred.

Skills

• Strong verbal and written communication skills.
• Demonstrated capacity to achieve results in a dynamic setting.
• Organizational and administrative skills that reflect attention to detail and the ability to prioritize amidst competing demands.
• Skilled in managing sensitive information while upholding privacy.
• Ability to handle workload and special projects efficiently.
• Ability to work both independently and within a team environment.