Archived listing. The details below describe a past opening.
Overview:
Founded in 1988 and headquartered in Atlanta, Georgia Trimont (www.trimont.com) is a specialized global commercial real estate loan services provider and partner for lenders and investors 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 1100+ 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 all team members 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 we as team members as an organization, can achieve together.
Where people, purpose, and progress come together every day.
Job Summary:
The Associate, Credit and Asset Managment will partner with team members to provide thoughtful, detail-oriented, exceptional service to our Client. The Client’s strategic investment initiatives include building portfolio management and reporting capabilities across new and existing asset classes and developing innovative structured solutions for insurance capital. Working closely with investment teams and senior management, the Associate will execute multiple concurrent initiatives across portfolios within a lean team.
Responsibilities
- Create and maintain portfolio reports and client deliverables, including portfolio summaries, investment guideline analyses, capital commitment assessments, and multi-asset pipeline materials.
- Drive cross-functional initiatives to support client investment allocations, manage pipelines, and execute investment mandates.
- Coordinate transaction communications and materials, including Client Briefing Memos, among clients, origination and investment teams, and internal partners.
- Collaborate across teams to design tailored multi-asset products that meet insurance clients’ investment needs.
- Improve and automate portfolio monitoring and reporting tools to support investment management and streamline operations.
Required Qualifications:
- Bachelor’s degree in Business, Finance, Accounting, Economics, or a related quantitative field.
- 2+ years of relevant experience at either the Analyst or Associate level, preferably in client-facing portfolio management, asset allocation, investment strategy, investor relations, or relationship management.
- Strong financial analysis skills, with experience analyzing large data sets and turning complex information into clear, actionable insights.
- Advanced Microsoft Excel and PowerPoint skills to produce high-quality presentations and analytical materials.
- Excellent communication and interpersonal skills to manage internal and external relationships effectively.
- Ability to work independently and collaboratively, balance competing priorities, and maintain accuracy in a dynamic 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.