Senior Associate – Investment Advisory

Trimont

Senior Associate in Investment Advisory managing complex commercial real estate debt transactions. Overseeing portfolios and performing detailed reviews of loan agreements and third-party reports.

Posted 7/28/2026full-timeHouston • California, Texas • 🇺🇸 United StatesSenior💰 $95,000 - $115,000 per yearWebsite

Core Competencies

Role fit

Core Competencies

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Demonstrates expertise in managing complex commercial real estate debt transactions, including whole loans, syndicated loans, and CMBS. Proficient in financial statement analysis, market research, and loan management, with strong organizational and analytical skills.

Highest-signal resume keywords

Commercial Real Estate ExperienceFinancial Statement AnalysisLoan ManagementMarket ResearchMicrosoft Excel Proficiency

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills

Whole LoansSyndicated LoansCMBSLoan Agreement ReviewData Management

Soft Skills

Organizational SkillsLeadership SkillsQuantitative SkillsWritten CommunicationVerbal Communication

Tools & Technologies

Microsoft ExcelMicrosoft WordMicrosoft Outlook

Industry Keywords

Commercial Real EstateDebt TransactionsAsset Portfolio ManagementThird-Party ReportsCertifications Monitoring

About the role

Key responsibilities & impact

Oversee a diversified portfolio of complex commercial real estate debt transactions.
Understand various types of transactions including whole loans, syndicated loans, and CMBS.
Manage asset portfolio independently and with a team.
Perform independent reviews of loan agreements and third-party reports.
Assist in managing data in loan management and accounting systems.
Monitor and track certifications and correspondence on behalf of relevant lenders.

Requirements

What you’ll need

Bachelor's degree required.
2-5 years of related commercial real estate experience.
Must have proficiency in Microsoft Excel, Word, and Outlook.
Strong organizational, leadership, and quantitative skills.
Expertise in market research, financial statement analysis, and loan management.
Robust analytical skills are necessary.
Exceptional written and verbal communication skills.
Team-oriented, ready to collaborate and contribute to collective goals.

Benefits

Comp & perks

Health insurance
401(k) matching
Professional development opportunities
Flexible work hours
Paid time off