Capital Markets Analyst I – Loan Trading

Pathward, N.A.

2d•$60,000 - $100,500•Hybrid

About The Position

Responsible for assisting in building the Capital Markets Whole Loan Trading platform and for developing, structuring and executing strategic transactions through new Capital Markets – Structured Finance initiatives in order to optimize the bank’s balance sheet and to improve the company’s financial performance.

Requirements

Bachelor's degree in Finance or related field
0 – 2 years of experience in Whole Loan Acquisitions / Divestitures, Debt Capital Markets, Structured Finance, Specialty Lending and / or Investment Banking.
Recent College graduates will be considered.
Outstanding communication skills and ability to articulate investment merits to potential capital partners
Communication skills (verbal and written)
Critical thinking skills
Attention to detail

Nice To Haves

Working towards an MBA and or CFA a plus

Responsibilities

Assist in building and leading the bank’s Capital Markets Whole Loan Trading platform.
Provides analytical and operational support in managing the bank’s Secondary Whole Loan Trading business.
Leads day-to-day Loan Trading operations and reporting responsibilities.
Assist in the evaluation, structuring and execution of potential new Capital Markets structured finance transactions including securitization, whole loan sales and forward flow agreements.
Assist in driving execution with top investment banks, insurance companies, hedge funds, credit funds and private institutional investors to fund off balance sheet assets.
Assist in developing and enhancing relationships with capital sources, institutional investors, rating agencies and law firms.
Prepare investor due diligence information to position Pathwards assets in the Capital Markets.
Responsible for designing, building and scaling the operational framework for the banks Whole Loan Trading platform.
Assist the Capital Markets Data Analytics team in developing financial models relating to asset performance and pricing.
Manage day-to-day communication and due diligence requests from capital market partners.
Develop and maintain investor reporting requirements, surveillance, internal dashboard reporting and Monthly Business reviews.
Develop and update marketing material for prospective investors.
Create and maintain investor databases and transaction comparables.
Identify and implement new concepts, best practices and approaches related to Capital Markets reporting and operational & credit risk management.
Assist in overseeing all third-party Capital Markets financial and operational audits.
Support the Chief Investment Officer and Head of Capital Markets in other assigned tasks.
Other duties as assigned.