Director, Financial Data Analytics

Overview:

Founded in 1988 and headquartered in Atlanta, Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders seeking the infrastructure and capabilities needed to make informed, effective decisions related to the deployment, management and administration of commercial real estate secured credit.

We do this with a team of 1,000+ extraordinary Team Members who serve a global client base from offices in Atlanta, Bengaluru, Charlotte, Dallas, Hyderabad, Kansas City, London, New York and Sydney. We empower our skilled global teams by equipping them with the necessary knowledge and advanced technology, as well as fostering a culture driven by values. This approach helps our teams excel and build meaningful client relationships, while providing the highest quality service and feeling proud of the work they do.

Trimont is an innovative firm where visionary professionals come to learn, grow, and thrive with colleagues driven by curiosity and collaboration.

Learn: We believe ongoing learning is critical and are focused on providing a work environment where individuals can take ownership of their careers.

Grow: We work alongside the largest institutional lenders in the world, overseeing the most significant projects in the industry. This unique opportunity allows us to broaden our skillset and develop our abilities by tackling some of the industry's most challenging and exciting endeavors.

Thrive: Our firm is a place where ethics and excellence meet to create an experience that matches our capabilities. There are no limits to what you as an individual and we as an organization, can achieve together.

Job Summary:

The Director, Capital Markets will be responsible for creating and implementing the reporting and daily oversight of the company's lender and investor activity, as well as internal reporting for Company. In addition, this role will provide support as needed to the Managing Director, Capital Markets as it relates to the broader oversight and management of the company's capital structure. This role will report to the Managing Director, Capital Markets and will work closely in a collaborative and integrated manner with the broader finance function and the operating business leaders. This role requires a self-starter and critical thinker to help advance the organization.

Responsibilities:

• Ownership of the reporting requirements under all existing and future balance sheet funding initiatives, including portfolio reporting on Commercial Servicing Contracts (CSCs), Servicing Advances (SAs), various asset level equity and all debt (corporate and asset level) facilities.
• Oversee the creation and ongoing reporting of a master portfolio data tape, including financial and operational elements, to facilitate continued cash management processes, return profiles by portfolio, covenant compliance and utilize master file to support internal finance processes such as accounting close, cash forecasting, balance sheet forecasting, and other operational reporting
• Collaborate with internal technology owners to create a process to produce internal KPI reporting in Excel, Power BI or other comparable form, at the portfolio level and enterprise-wise on a monthly basis or more frequently as may be required.
• Working closely with a cross section of departments within the company, including finance, risk & data reporting and treasury, develop a detailed ongoing understanding of various portfolios and the financial reporting associated with each.
• Develop detailed tracking and reconciliation policies, procedures, review functions, reporting structures and outputs that meet the requirements of the relevant capital providers.
• Ensure capital provider reporting aligns with business level reporting and can be effectuated consistently and repeatably with accuracy
• Oversee the reporting and returns of the Platform, CSC and SA investment vehicles.
• Develop a detailed understanding of the company's borrowing facilities and compliance requirements. Use this knowledge to ensure effective and efficient compliance reporting and monitoring practices are in place.
• Support the Managing Director , Capital Markets with capital markets engagement, including rating agency reporting requirements, and supporting future transactions such as public debt issuances, additional equity investments.
• Requires experience in supporting third-party diligence procedures, external counsel relationships and banking partners to ensure effective and seamless execution of structured transactions.
• As requested, perform additional duties as they relate to capital management and financial performance and reporting

Required Qualifications:

• Bachelor's degree in finance or a business-related degree.
• 7+ years' experience in related fields.
• Advance level Excel experience, particularly with large data sets and automation ability
• SQL experience necessary, with the ability to critically assess data points and develop innovative reporting output, ideally in PowerBI or other.
• Demonstrates disciplined attention to detail.
• Committed to consistently delivering high-quality work across all tasks.
• Adept of 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.
• Strong verbal and written communication skills are crucial for engagement
• Demonstrated capacity to achieve results in a dynamic setting.
• Skilled in managing sensitive information while upholding privacy.
• Ability to work both independently and within a team environment.

Trimont is an equal opportunity employer, and we're proud to support and celebrate diversity in the workplace. If you have a disability and need an accommodation or assistance with the application process and/or using our website, please contact us. We are proud to maintain a drug-free policy, ensuring that our community is a secure and productive space for all our team members.