Associate Asset Management

at  Trez Capital

Why Join Trez Capital?
Founded in 1997, Trez Capital is a non-bank leading provider of private commercial real estate debt and equity financing solutions in Canada and the United States. For over 25 years, we have consistently provided developers and owners with flexible short-to-mid-term financing. Trez Capital also offers private and institutional investors strategies to invest in a variety of opportunistic, fully secured mortgage investment funds and investment assets. We have built our reputation on doing what we say, with a results-oriented approach to everything we do. We are building a better future as we proudly build better places for people to live, work and play. We are committed to our values – Trust, Respect, Excellence, and Zest - in all that we do.
We pride ourselves on our relationships and are passionate about providing exemplary client service, creating loyal and satisfied investors and borrowers and fostering a collaborative environment in which our employees can excel. We believe in hiring the best people who are as committed to creating incredible experiences for our clients and our team members. We set bold goals and deliver results.

PRIMARY ACCOUNTABILITIES:

• Loan Documentations Review: Accurately reviews and interprets loan documentation ensuring all reporting, collections, and borrower representations are correct, achieving a 100% compliance rate.
• Proactive Loan Monitoring: Provides proactive monitoring of loans to ensure borrowers remain compliant with the terms, conditions, covenants, milestones, and reporting requirements contained in the executed loan documents.
• Relationship Management: Establishes and maintains strong relationships with borrowers, facilitating timely communication and ensuring that reporting packages and updates are received and analyzed as needed.
• Draw Request Review: Reviews borrower draw requests and project monitor reports, making informed recommendations for construction/development loan advances in accordance with loan agreements and Trez’s policies and procedures.
• Risk Management & Reporting: Conducts thorough risk assessments at each loan stage, reporting on performance and activity related to loan agreements and collateral, and recommending proactive measures to mitigate potential risks.

Additional Accountabilities:Embraces the Trez core values:

• We build Trust through the integrity of our people and our actions. We have built our reputation on transparency and doing what we say, with a rigorous, results-oriented, risk-managed approach to everything we do.
• We pride ourselves on the Respect we create inside and outside the firm. We are passionate about providing exemplary client experiences creating loyal and satisfied investors, partners and borrowers and fostering a collaborative environment in which our employees can excel.
• We pursue Excellence for our employees, investors, partners and borrowers. Everyone who works with us is accountable for our clients’ success.
• Our bold goals and winning outcomes are the results of our ability to create unique offerings based on our unwavering Zest, discipline and innovative entrepreneurialism.
• Complies with all Policies and Procedures, work rules, and standard operating procedures.
• Safeguards the interests of the business, our people and our customers.
• Completes other related duties as required.

QUALIFICATIONS AND EXPERIENCE:

Bachelor’s Degree, with a specialization in Real Estate, Construction, Engineering, Finance or a related filed, or equivalent qualifications.

• 1-3 years of related work experience in finance, funding, commercial lending or real estate asset management, with a preference for experience in Canadian or US Markets
• CFA, CAIA, or similar industry certification preferred.

CORE COMPETENCIES (KNOWLEDGE, SKILLS & ABILITIES):

• Superior relationship-building skills with the ability to work effectively with borrowers and team members.
• Excellent written and verbal communication skills.
• Strong analytical, problem-solving, and numeracy skills, with attention to detail.
• Ability to work independently and collaboratively in a team environment.
• Exercises discretion and independent judgment on critical business matters with significant financial and operational impact.
• Effective negotiation skills, ensuring resolution and closure.
• Excellent organizational skills with the ability to manage multiple projects and a high-volume workload, in a fast-paced, entrepreneurial environment.
• Knowledge of Real Estate, Construction Finance and key lending and due diligence documents.
• Advanced proficiency in Microsoft Office, particularly Excel, with strong financial modeling and data analysis skills.

The Associate, Asset Management (Commercial Real Estate Debt) is responsible for proactively monitoring performance and conducting loan surveillance from loan funding through to repayment for a portfolio of Canadian and US commercial real estate construction, income and land loans.