Jobs · Business Development · Kansas

Senior Associate, Data & Analytics (Investor Reporting)

Trimont · Overland Park, KS · 3 wk ago
HybridBusiness DevelopmentFull-time

Job Summary

The Senior Associate, Data & Analytics, is a key position responsible for overseeing the preparation and delivery of investor reports, particularly focused on Commercial Mortgage-Backed Securities (CMBS).

Responsibilities

  • Manage the preparation and delivery of comprehensive investor reports, ensuring adherence to CREFC standards and CMBS requirements.
  • Ensure all reporting activities comply with regulatory requirements and servicing agreements.
  • Implement robust quality assurance processes to maintain the accuracy and integrity of all reports and data submissions.
  • Act as the primary point of contact for Certificate Administrators and Special Servicers, addressing inquiries and providing detailed explanations of reports and analyses.
  • Facilitate effective communication and collaboration with internal departments to resolve loan servicing-related issues and improve service delivery.

Required Qualifications

  • Bachelor's degree in Finance, Accounting, Business Administration, or a related field.
  • 3+ years of experience in investor reporting, data analytics, or a related role, with a focus on CMBS and commercial real estate finance.
  • Strong accounting skills and experience with financial reporting standards.
  • Excellent verbal and written communication skills, with the ability to convey complex information clearly and concisely.
  • Expertise in data analytics tools and software (e.g., Microsoft Office 365, Strategy, web based operating systems).
  • 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.
  • Handling workload and special projects efficiently.
  • Ability to work both independently and within a team environment.

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