Reporting Associate, Real Estate Technology

Company Overview

Company 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 clients, which include tax‑exempt and for‑profit organizations, private equity backed firms, REITs, investors and lenders, with a full suite of financing and strategic solutions, including mortgage banking, direct balance sheet lending options, private equity, investment banking and mergers and acquisitions.

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. The analyst will work with the Senior Reporting Associate and all groups in the company to optimize technology use, develop reporting capabilities, and identify process improvements and efficiencies.

• Assist with 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; create visualizations and reports for requested projects.
• Conduct unit testing and troubleshooting.
• Work with stakeholders to understand data needs throughout the organization and 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.
• Perform all other duties as assigned.

• An Associate or Bachelor's degree preferred in Accounting, Finance, Real Estate, Mathematics, Statistics, Data Analytics or Information Systems.
• 1‑3 years’ experience with familiarity in BI technologies (e.g., Microsoft Power BI, Oracle BI, Tableau).
• 1‑3 years’ experience in SQL queries, SQL Server Reporting Services (SSRS) and SQL Server Integration Services (SSIS).
• Advanced analytical and problem‑solving skills.
• Proficiency in Microsoft Excel required.
• Strong focus on detail, proactive attitude, and willingness to take initiative.
• Ability to work well under pressure, adapt to varied workloads, multitask, and handle sensitive/confidential information.
• Excellent communication and organization skills.

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.

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.