Senior Associate- Investment Advisory

Overview

Founded in 1988, Trimont (www.trimont.com) 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, protecting cash flows, mitigating risk, and ensuring portfolio performance. The firm employs 1,100+ team members serving a global client base from offices in Atlanta (headquarters), Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. Trimont emphasizes advanced technology, industry‑leading knowledge, and a culture centered on core values, fostering learning, growth, and ethical excellence.

Job Summary

The Senior Associate, Investment Advisory will oversee a diversified portfolio of complex commercial real‑estate debt transactions, including whole loans, syndicated loans, and Commercial Mortgage‑Backed Securities (CMBS) across stabilized, construction, and transitional loans. The role requires strong expertise in real‑estate investment fundamentals, independent review of loan agreements and third‑party reports (appraisals, engineering, environmental, and zoning), and sound judgment on complex transactions across multiple U.S. markets. This position is onsite at a client location in either El Segundo, CA or Houston, TX; candidates must be able to work from one of these locations as required.

Responsibilities

• Asset Management: Understand multiple transaction types and structures, including whole loans, syndicated loans, and CMBS with deal sizes ranging from $25 million to $500 million; manage portfolios of stabilized, construction, and transitional loans; work independently and collaboratively on complex transactions; monitor macro‑economic trends and real‑estate investment fundamentals; evaluate third‑party reports such as appraisals, engineering reports, environmental assessments, zoning letters, credit reports, background checks, credit references, and legal documents; conduct market research and track lending‑market trends across multiple regions.
• Loan Management: Perform independent reviews of notes, loan agreements, yield‑maintenance provisions, and other legal documents; draft internal communications and responses to servicers, appraisers, etc., and facilitate training as needed; assist in reviewing loan‑modification documentation and audit requests, requiring strong knowledge of loan‑operations systems and processes; manage data in relevant loan‑management and accounting systems; review, monitor, and provide feedback on servicer performance and correspondence on behalf of lenders; monitor and track receipt of third‑party servicer certifications, bank certifications, financials, and Uniform Single Attestation Program (USAP) documentation.

Qualifications

• Bachelor’s degree required.
• 2–5 years of related commercial real‑estate experience.
• Proficiency in Microsoft Excel, Word, and Outlook.
• Strong organizational, leadership, and quantitative skills.
• Expertise in market research, financial‑statement analysis, and loan management.
• Robust analytical abilities.
• Exceptional written and verbal communication skills.
• Team‑oriented, ready to collaborate and contribute to collective goals.

Compensation

The base salary range for this position is $95,000 to $115,000 annually. Actual compensation will be determined based on experience, skills, and location.