Reporting Associate, Real Estate Technology

Company Overview

Lument Real Estate Capital, LLC (“Lument”) provides comprehensive capital solutions for multifamily, affordable, seniors and health care real estate through its affiliated companies. Lument provides its clients, which include both tax-exempt and for-profit organizations, private equity backed firms, REITs, investors, and lenders, with a full suite of financing and strategic solutions.  This includes mortgage banking, a variety of direct balance sheet lending options, private equity, investment banking and mergers and acquisitions.

Purpose and Job Summary

The Reporting Analyst position will provide reporting and data analytics to support processes within Lument. The team member will be responsible for assisting and maintaining various quality control KPIs and related programs, ensuring that the company maintains compliance with regulatory, and investor guidelines. S/he will work with the Senior Reporting Associate and all groups in the company to optimize use of technology and develop reporting capabilities to assist in identifying process improvements, efficiencies and promote best practices.

Essential Duties & Responsibilities

• Assist with the collection and reconciliation of data from various departments and maintain metrics and Key Performance Indicators (KPIs).
• Develop and execute database queries and conduct data analysis.
• Design, architect, implement and support Microsoft Power BI & SSRS solutions and Create visualizations and reports for requested projects.
• Conduct unit testing and troubleshooting.
• Work with stakeholders to understand data needs throughout the organization to translate business needs to technical specifications.
• Assist in data collection and reporting for rating agencies with respect to statistical reporting and annual reviews.
• Assist in assessments of business units and functions, including vendors performing outsource functions, for accuracy and compliance.
• Participate in special projects at the direction of the Team lead or Director.
• Provide regular status updates to manager regarding any outstanding items or deadlines.
• Develop and update technical documentation.
• All other duties as assigned.

Contacts

This position has frequent contact with all levels of employees and management. In addition, this role may interact with outside business partners, vendors, consultants, and other office visitors.

Education, Skills & Experience

• An Associate or Bachelor's degree preferred in Accounting, Finance, Real Estate, Mathematics, Statistics, Data Analytics or Information Systems.
• Advanced analytical and problem-solving skills.
• Proficiency in Microsoft Excel required.
• 1-3 years’ experience with Familiarity with BI technologies (e.g. Microsoft Power BI, Oracle BI, Tableau).
• 1-3 years’ experience of SQL queries, SQL Server Reporting Services (SSRS) and SQL Server Integration Services (SSIS).
• Familiarity with BI technologies (e.g. Microsoft Power BI, Oracle BI).
• Knowledge of SQL queries, SQL Server Reporting Services (SSRS) and SQL Server Integration Services (SSIS).
• Position requires focus and attention to detail.
• Proactive attitude and willingness to take initiative to seek out additional tasks and responsibilities.
• Ability to work well under pressure, adjust to varied workloads, multitask, and handle sensitive/confidential information.
• Excellent communication and organization skills.
• This position requires access to sensitive and confidential information.  It is expected that this information remains confidential both internally and external to the company.

The intent of this position description is to provide a representative summary of the major duties and responsibilities performed by incumbent(s) in this position. Incumbent(s) may not be required to perform all duties in this description and incumbent(s) may be required to perform position-related tasks other than those specifically listed in this description.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.

Life at ORIX

We are committed to the health and well-being of our employees and offer a quality, competitive benefits package that provides valuable healthcare and financial protection for our workforce, while emphasizing a healthy work/life balance.

You Time

We want you to have the time needed to recharge and manage life with our competitive vacation policy, floating personal holidays, extensive leave options, our annual observed holidays, and more.

Family Care

Every family has a different journey and ORIX USA Group is proud to offer extensive benefit programs such as: infertility coverage, adoption support, child and elder care, fully paid maternity, and generous parental leave benefits to help you and your families along the way.

Flexible Work Arrangements

ORIX associates enjoy the advantages of our hybrid working model with a 3 day in-office minimum requirement.

ORIX USA is an equal opportunity employer, providing equal employment opportunities (EEO), and is committed to diversifying its workforce. All employees and applicants for employment will receive consideration for employment without regard to race, color, religion, sex, national origin, age, disability, genetics, sexual orientation, gender identity or expression, pregnancy, protected veteran status or other status protected by law. This policy applies to all terms and conditions of employment.