Sr Analyst - Portfolio Manager

Ally•Bethesda, MD

42d•$85,000 - $150,000•Onsite

About The Position

Senior Analysts work with more senior team members to identify, analyze, close, and monitor middle market leveraged loans. They typically have 2–4 years of middle market leveraged lending experience and demonstrate knowledge of regulatory and risk policies. They are developing the skills to independently close and manage leveraged loan transactions, handle several projects concurrently, and complete assigned tasks with a high degree of autonomy. Senior Analysts contribute to team success and take on increasing responsibility for underwriting and managing portfolio accounts. The role is in the office at Ally’s Bethesda, Maryland office most days of the week. Specific work requirements are discussed during the hiring process and may change based on leader discretion or business need.

Requirements

At least 3 years of experience (minimum qualification).
High school diploma or GED equivalent (minimum qualification).
2 or more years of banking or lending experience.
Excellent verbal and written communication, interpersonal, and organizational skills.
Strong analytical, detail-oriented, and problem-solving abilities.
Ability to work independently with strong time-management skills.
High accountability and ability to prioritize tasks effectively.
Highly motivated, self-starting approach.
Proficiency with Microsoft Office, including Word, Excel, and PowerPoint.

Nice To Haves

Auditing, underwriting, and financial and credit analysis experience.
Bachelor of Arts or Bachelor of Science in Accounting or Finance.
Completion of a bank or other financial institution training program.
Experience with financial models.
Middle market leveraged lending experience.

Responsibilities

Assist with transaction due diligence, including reviewing business information, preparing diligence requests, and participating in client transaction discussions.
Analyze financial information, including historical and projected results.
Prepare Excel-based three-statement financial models.
Help compile materials for investment committee presentations at different transaction stages for review by Ally Corporate Finance senior management.
Review Analyst-level employees’ work and provide constructive feedback to improve outputs, efficiencies, and employee development.
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 develop a broader understanding of the business across functions.
Build a foundation of credit knowledge, including understanding and adapting to Ally’s credit and risk culture.

Benefits

Market-competitive base pay and performance-based annual incentive compensation.
Paid time off starting at 20 days, 11 paid holidays, and 8 hours of annual volunteer time off.
401(k) retirement savings plan with matching and company contributions.
Student loan pay-down assistance and 529 educational savings assistance.
Tuition reimbursement.
Employee stock purchase plan.
Financial learning center and financial coach access.
Medical, dental, and vision insurance options.
Life insurance and short- and long-term disability coverage.
Health Savings Account with employer contributions and Healthcare FSA.
Critical illness, accident, and hospital indemnity insurance.
Total well-being program.
Adoption, surrogacy, and fertility assistance.
Paid parental and caregiver leave.
Dependent Day Care FSA, backup child and adult/elder care days, and childcare discounts.
Employee Assistance Program.
Subsidized and discounted Weight Watchers program and other employee discount programs.
Depending on the role, travel allowances, relocation assistance, a signing bonus, and/or equity may be available.