Sr Analyst - Portfolio Manager

Ally Financial•Bethesda, MD

4d•Onsite

About The Position

Ally Financial is hiring a Senior Analyst to support the identification, analysis, closing, and monitoring of middle-market leveraged loans. The role is based in the Bethesda, Maryland office and is expected to be in-office most days of the week. Senior Analysts work with more senior team members while developing the skills to independently close and manage leveraged loan transactions. They contribute to underwriting and portfolio account management, handle multiple projects concurrently, and complete assigned work with a high degree of autonomy.

Requirements

At least 3 years of experience, per the minimum qualifications.
High school diploma or GED equivalent, per the minimum qualifications.
Strong verbal and written communication, interpersonal, and organizational skills.
Strong analytical, detail-oriented, and problem-solving capabilities.
Ability to work independently and manage time effectively.
High accountability and ability to prioritize tasks effectively.
Highly motivated and self-starting.
Proficiency with Microsoft Office, including Word, Excel, and PowerPoint.

Nice To Haves

2 or more years of banking or lending experience; the opportunity description notes that Senior Analysts typically have 2–4 years of middle-market leveraged lending experience.
Auditing, underwriting, and financial and credit analysis experience.
BA or BS in Accounting or Finance.
Completion of a bank or other financial institution training program.
Experience with financial models.

Responsibilities

Assist with transaction due diligence, including reviewing business information, preparing diligence requests, and participating in client transaction discussions.
Perform financial analysis, including interpreting historical and projected financial information.
Prepare Excel-based three-statement financial models.
Help compile materials for investment committee presentations at various transaction stages for review by Ally Corporate Finance senior management.
Review Analyst-level employees’ work and provide constructive feedback to improve outputs, efficiency, and professional growth.
Help review reporting requirements for portfolio investments, including financial statements and other regular client reporting, and update internal reporting packages for Ally Corporate Finance senior management.
Assist in ensuring investment regulatory compliance.
Assist with special projects to build broader understanding of the business across functions.
Develop credit knowledge, including understanding and adapting to Ally’s credit and risk culture.

Benefits

Market-competitive base pay and pay-for-performance incentives, including eligibility for an annual incentive plan.
Paid time off starting at 20 days, 11 paid holidays, and 8 hours of annual volunteer time off; time off is prorated based on start date and varies by employment status and management level.
401(k) retirement savings plan with matching and company contributions.
Student loan paydown and 529 educational savings assistance programs.
Tuition reimbursement.
Employee stock purchase plan.
Financial learning center and access to financial coaches.
Flexible medical, dental, and vision insurance options.
Life insurance for employees, spouses, and children.
Short- and long-term disability insurance.
Health Savings Account with employer contributions and Healthcare Flexible Spending Account.
Critical illness, accident, and hospital indemnity insurance.
Total well-being program.
Adoption, surrogacy, and fertility assistance.
Paid parental and caregiver leave.
Dependent Day Care Flexible Spending Account, backup child and adult/elder care days, and childcare discounts.
Employee Assistance Program.
Subsidized and discounted Weight Watchers program and other employee discount programs.
Potential travel allowances, relocation assistance, signing bonus, and/or equity, depending on the role.