Senior Investment Analyst, Portfolio Management

4 days ago


Brooklyn, New York, United States Trimont LLC Full time

Spearheading the next chapter in Trimont LLC's legacy, we seek a seasoned Senior Associate, Investor Services. Since its inception in 1988, the company has forged an impressive presence in global commercial real estate loan services. This esteemed organization now looks for individuals who embody excellence in their craft. As a valued member of our team, you will join forces with portfolio managers, asset management, and the underwriting team to craft compelling data-driven narratives and expertly guide client deliverables.

Central to your role will be empowering fundraising initiatives by proficiently navigating due diligence requests and fine-tuning pertinent marketing collateral. You will simultaneously foster seamless communication between clients and stakeholders through tailored reports and updates on fund performance, financial statements, and other vital metrics. Advanced research capabilities, fortified by extensive knowledge of market trends and peer data, will empower you to produce authoritative reports that inform strategic decisions.

You will orchestrate these multifaceted tasks from the vantage point of our state-of-the-art customer relationship management system, leveraging cutting-edge tools to drive efficiency and precision. Expertise in Microsoft Office applications (Excel, Word, PowerPoint) and corresponding software solutions, combined with exceptional problem-solving prowess, will serve as cornerstones of your success in this role.

A bachelor's degree in finance, accounting, or economics, coupled with 3+ years of direct experience in commercial mortgage-backed securities or fixed-income markets, forms the ideal background for this position. We anticipate an annual compensation package ranging from $100,000 to $130,000, adjusted according to specific qualifications and geographic factors. An inclusive work environment driven by principles of respect, fairness, and continuous learning underscores our commitment to employee satisfaction and well-being.



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