Trimont · 5 days ago
Director, Capital Markets
Charlotte, NC
Full-time
Onsite
Mid, Senior Level
7+ years expTrimont is a specialized global commercial real estate loan services provider. The Director, Capital Markets will oversee the reporting and management of lender and investor activity, supporting the Managing Director in capital structure oversight.
Commercial Real EstateCreditLending
Responsibilities
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 Key Performance Indicator (KPI) reporting in Excel, Power Business Intelligence (BI) or other comparable form, at the portfolio level and enterprise-wise on a monthly basis or more frequently as may be required
Develop and maintain comprehensive deposit reporting procedures, utilizing standard bank reports, Enterprise Resource Planning (ERP) system data in order to create and update enterprise-wide deposit forecast
Maintains daily portfolio Accounts Receivable (AR) Roll-forward for Servicing Agreement File (SAF) investment vehicle, which includes providing portfolio return and fee reporting to external capital providers and Accounting monthly
Further develop monthly and quarterly lender reporting packages for 3 investment vehicles, including covenant compliance for internal management reporting and external counterparty reporting
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
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
As requested, perform additional duties as they relate to capital management and financial performance and reporting
Qualification
Required
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 financial analysis
Structured Query Language (SQL) experience required, with the ability to critically review and develop innovative reporting output, ideally in Power BI or Excel
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
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
Preferred
Knowledge of commercial real estate financing and securitization transactions and related terminology is preferred
Company
Trimont
Trimont is a loan services company for commercial real estate properties.
1001-5000 employees
Funding
Current Stage
Late StageLeadership Team
Cindy Turim-Barreda
Chief of Staff
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