Investment Reporting Associate

2 days ago


Overland Park, Kansas, United States SitusAMC Full time
About the Role

SitusAMC is a dynamic and innovative company that empowers its clients to transform their businesses and careers. We are seeking a highly skilled and experienced professional to join our team as an Investment Reporting Associate.

Key Responsibilities
  • Approve and review system-generated reporting, queries, and client deliverables for accuracy and compliance.
  • Manage communication with internal and external clients regarding loan servicing and reporting.
  • Ensure adherence to internal policies, quality standards, and management direction while meeting contractual deliverables.
  • Design and build spreadsheet templates and financial models to analyze loan metrics and cash flows.
  • Prepare and deliver cash remittance reports and other reporting requirements for assigned portfolios.
  • Collect and process servicing fees in accordance with client agreements.
  • Demonstrate teamwork and professionalism, with a focus on delivering high-quality results.
Requirements
  • Bachelor's degree in finance, accounting, or a related field.
  • 5+ years of industry experience, preferably in a senior analyst or analyst role.
  • Experience with Excel and financial modeling.
  • Excellent written and verbal communication skills.
  • Ability to work independently and as part of a team.
About SitusAMC

SitusAMC is a leading provider of commercial real estate loan servicing and investment reporting solutions. We are committed to delivering exceptional results and building long-term relationships with our clients.



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