Financial Analyst

Aligned Data Centers • Plano, TX

34d • Hybrid

About The Position

It's fun to work in a company where people truly BELIEVE in what they're doing! We're committed to bringing passion and customer focus to the business. Financial Analyst, Debt Administration & Execution - Plano, TX (Hybrid) Does the thought of joining one of the fastest-growing, privately held data center companies sound exciting to you? Do you enjoy collaborating with team members to drive and operate some of the industry’s leading and most innovative infrastructure solutions? At Aligned Data Centers, not only do we celebrate success across our platform, we celebrate the very teams that drive and support that success! Our culture is founded in passion, engineered from innovation, and driven by the pursuit of operational excellence. We are a company dedicated to driving positive change in the industry through continuous data center innovation, diversity and inclusion, and corporate sustainability. We realize not only is providing a comprehensive benefits package important, but we also provide a generous 401k match with immediate vesting, free membership to Gympass which provides our employees a rich health and wellness benefit and competitive time off plan. Giving back and having fun is important to our team whether it be serving our communities or employee and customer events. Our Aligned DNA is what makes us unique and successful! As part of our exciting growth, we are currently searching for a Financial Analyst to support the Debt Capital Markets team. The Debt Capital Markets Analyst supports the Debt Capital Markets team with a primary focus on loan administration, transaction reporting, and documentation management. This role is deeply integrated into the operational side of debt placement and requires a process‑driven, detail‑oriented individual who thrives in a fast‑paced environment. While financial analysis is part of the role, the emphasis is on execution, organization, communication, and real estate documentation. This role is ideal for someone who enjoys structure, documentation, and operational excellence within the fast pace digital real estate capital markets environment. The strongest candidates are self‑starters who take ownership of processes, communicate clearly, and bring a high level of organization to a fast-moving team.

Requirements

• Bachelor’s degree in Real Estate, Finance, Business, Accounting, Economics, or a related field
• 1–3 years of experience in commercial real estate, loan administration, debt operations, or capital markets
• Strong understanding of debt products, loan structures, and lender requirements
• Ability to read, interpret, and track loan documents, servicing agreements, leases, and third‑party reports
• Highly organized and detail‑oriented, with demonstrated ability to manage multiple transactions, deadlines, and reporting cycles
• Strong written and verbal communication skills with a professional, customer‑facing presence
• Comfortable working independently while contributing to a collaborative team environment
• Proficiency in Microsoft Excel and strong overall Microsoft Office skills
• Familiarity with KYC/AML processes

Responsibilities

• Loan Administration & Documentation Take ownership of loan documentation workflows, including gathering, reviewing, organizing, and tracking loan agreements, term sheets, amendments, and closing packages
• Coordinate directly with lenders, sponsors, attorneys, and third‑party vendors to ensure timely delivery of required documents
• Review and interpret real estate documentation—leases, rent rolls, loan documents, appraisals, environmental reports, and engineering assessments—to identify key terms, risks, and compliance requirements
• Maintain accurate and up‑to‑date transaction files, checklists, and audit‑ready records
• Reporting & Transaction Management Prepare recurring transaction reports, pipeline summaries, lender updates, and internal status dashboards
• Track and manage monthly and quarterly debt service payments across multiple facilities.
• Track critical dates, deliverables, and milestones across multiple active transactions.
• Monitor and maintain lender conditions, covenants, and post‑closing requirements, escalating issues as needed
• Support the team in preparing offering materials, executive summaries, and other marketing materials for various debt facilities
• KYC, Compliance & Onboarding Lead KYC/AML information gathering for sponsors and counterparties, ensuring timely completion of lender compliance requirements
• Coordinate with internal compliance teams and external lenders to resolve documentation gaps or follow‑up requests
• Real Estate Analysis & Market Support Assist with basic financial underwriting, including reviewing operating statements, rent rolls, and market data
• Support asset positioning discussions and occasional property site visits
• Conduct research on lenders, markets, and capital sources to support deal strategy and team initiatives
• Team Support & Cross‑Functional Collaboration Work closely with Capital Markets team members, Lenders, and internal stakeholders to ensure smooth execution from underwriting through closing
• Communicate proactively with internal stakeholder, third parties, such as borrower’s counsel, title, appraiser, and lenders to manage expectations and maintain transaction momentum
• Contribute to process improvements, workflow enhancements, and special projects related to reporting, compliance, or market intelligence

Benefits

• Health Coverage: Medical, dental, and vision insurance
• Health Savings and Flexible Spending Accounts: HSA with employer contribution for eligible participants. FSA's offered for health and dependent care to increase tax savings.
• Retirement Savings: 401(k) plan with company match
• Paid Time Off and Holiday Pay
• Company-Sponsored Insurance: Short-Term Disability, Life Insurance, and Long-Term Disability (with medical election)
• Optional Benefits: Voluntary life, critical illness, legal, and additional disability coverage
• Wellness Programs: Employee assistance program (EAP), Wellhub gym membership, and other wellness initiatives.
• medical, dental, vision, short and long disability, life insurance and other voluntary benefits, 401k with employer match, bonus opportunities, paid time off, wellness benefits and professional development opportunities

What This Job Offers

• Job Type: Full-time
• Career Level: Entry Level