Financial Analyst Jobs

About The Position

Requirements

• Three to five years of experience in financial services.
• Experience supporting Asset Based Finance, Residential Mortgage Loans, Private Credit, or restructures.
• Intermediate or advanced skills with Microsoft Office Suite.
• Ability to work independently and as part of a team.
• Ability to research issues, evaluate information, develop solutions, and appropriately escalate complex matters.
• Strong work ethic, honesty, integrity, interpersonal skills, and communication skills.
• Ability to manage and prioritize multiple tasks in a deadline-driven environment.

Nice To Haves

• Bachelor's degree in Finance, Accounting, Business, or a related discipline; all majors are considered.
• Experience interpreting Credit Agreements and Purchase Agreements.
• Experience working with Transfer Agents.
• Experience settling Delayed Draw Term Loans (DDTL) and Revolvers, and instructing or settling DWAC, DRS, FOP, and physical bonds or equities.
• Experience with Aladdin, Aladdin Loan Manager, or other loan servicing platforms.

Responsibilities

• Facilitate deal execution in coordination with deal teams, counsel, fund management, and other internal and external stakeholders.
• Capture and maintain primary and secondary market trading activity in the Order Management System (OMS), ensuring accurate and timely IBOR positions and records.
• Manage end-to-end wire payment processes for deal funding and settlement, adhering to operational controls.
• Coordinate and execute private asset transfers.
• Manage daily production, including cash forecasting and positioning.
• Research and resolve cash and position breaks with internal and external stakeholders.
• Prepare and distribute recurring and ad hoc reports for business, operational, and management decision-making.
• Identify and implement process improvement and automation opportunities to increase efficiency, strengthen controls, and support business growth.

Benefits

• Market-competitive base salary with yearly bonus potential.
• Medical, dental, vision, life, and disability insurance.
• Paid Time Off (PTO) and leave of absences, including parental and military leave.
• 401(k) plan with company match up to 4%.
• Company-funded pension plan.
• Wellness Programs, including up to $1,600 per year in reimbursement for qualifying personal wellbeing purchases.
• Work/Life Resources for parenting, housing, senior care, finances, pets, legal matters, education, emotional and mental health, and career development.
• Education Benefit to help finance approved traditional college enrollment and accredited certificate programs.
• Employee Stock Purchase Plan, allowing eligible shares to be purchased at 85% of the lower of the beginning or ending purchase-period price.
• Eligibility to participate in a discretionary annual incentive program, subject to program rules and applicable performance factors.