Entry Level Analyst

Aston Carter • Houston, TX

3d • $23 - $23 • Hybrid

About The Position

The Securities Administration Services Analyst II processes and transmits money movements for loan fundings and security payments, ensuring accuracy, control, and compliance. The role reviews transaction activity, reconciles cash movements, and supports Corporate Trust accounts through timely and precise financial transactions. It is suited to a process-driven, analytical professional who can work with complex financial data and legal documents in a fast-paced, evolving environment.

The analyst works with senior analysts and account managers on assigned deals, receives support and mentorship, and builds expertise through formal training and on-the-job learning. New hires train in the office before moving to a hybrid schedule. The department has roughly 40 professionals and emphasizes accuracy, control, client service, and internal career progression, including opportunities to advance to Analyst III and Analyst IV. This is a contract-to-hire position based in Houston, Texas.

Requirements

• At least 1 year of experience in financial services, accounting, or analysis, or a bachelor's degree in a related field.
• A BA or BS in business, mathematics, computer science, finance, or statistics, or equivalent education and experience.
• Organizational and time-management skills, including the ability to handle multiple tasks and deadlines.
• Attention to detail and accuracy when performing basic tasks and processes.
• Knowledge and experience gained through formal training or structured learning programs.
• Ability to analyze information and make independent decisions within established guidelines.
• Strong experience with Microsoft Office, including Word, Outlook, and PowerPoint.
• Proficiency in Excel, including pivot tables, VLOOKUPs, sorting, formulas, and functions.
• Ability to adapt and remain resilient in a fast-paced environment with frequent change.
• A process-oriented approach and focus on accurate, timely financial transactions.

Nice To Haves

• Experience in an analytical role or at a bank.
• Background or coursework in business, mathematics, computer science, finance, or statistics.
• Experience working with financial data, cash reconciliations, or loan- and securities-related transactions.
• Interest in a long-term career in Corporate Trust or securities administration.
• Motivation to progress to higher-level analyst roles, including Analyst III and Analyst IV.
• Willingness to participate in ongoing training and development to expand technical and industry knowledge.

Responsibilities

• Process and transmit money movements associated with loan fundings and security payments accurately and on time.
• Review daily transaction activity for propriety and compliance with established controls, procedures, and internal policies.
• Reconcile daily cash movements against system records and bank activity, identifying and resolving discrepancies promptly.
• Provide servicers with remittance and correction information.
• Research and interpret controlling legal documents concerning collateral or bond payment issues and use findings to resolve problems.
• Evaluate servicer performance against stated agreements and escalate concerns as appropriate.
• Support accurate and timely transactions for Corporate Trust accounts using a process-driven approach.
• Use Excel and other Microsoft Office tools to analyze data, prepare reports, and support decision-making.
• Manage workload and deadlines in a fast-paced environment while adapting to changing priorities.
• Collaborate with senior analysts and account managers on assigned deals and contribute to team objectives and client service.
• Perform basic tasks and processes in the area of expertise while developing knowledge through training and on-the-job experience.
• Analyze information and make decisions within defined guidelines and controls.

Benefits

• Medical, dental, and vision coverage, if eligible.
• Critical illness, accident, and hospital coverage, if eligible.
• 401(k) retirement plan with pre-tax and Roth post-tax contributions available, if eligible.
• Voluntary life and AD&D insurance for employees and dependents, if eligible.
• Short- and long-term disability coverage, if eligible.
• Health Spending Account (HSA), if eligible.
• Transportation benefits, if eligible.
• Employee Assistance Program, if eligible.
• Time off and leave, which may include PTO, vacation, or sick leave, if eligible.

What This Job Offers

• Career Level: Entry Level