Capital Markets Analyst I

1 hour, 59 minutes ago
Full-time
Junior
Finance and Accounting
Pathward

Pathward

Pathward is a federally registered financial institution that enhances financial inclusion by offering a robust banking infrastructure and a variety of financial solutions to support businesses in accessing the necessary funds for growth.

Diversified Financial Services
251-1K
Founded 1954

Description

  • Provide analytical and operational support for Capital Markets initiatives.
  • Assist in evaluating, structuring, and executing structured finance opportunities, including securitization, whole loan sales, and forward flow agreements.
  • Review Lender Finance and Warehouse term sheets and legal documentation, and assess deal risk and return metrics.
  • Prepare deal approval write-ups and presentations for the Executive Credit Committee.
  • Support day-to-day warehouse lending operations, including advance and paydown requests and borrowing base and compliance reporting.
  • Develop and execute controls, mitigation plans, testing, and oversight for the warehouse lending business.
  • Identify and implement improvements to Capital Markets reporting and operational and credit risk management.
  • Oversee third-party Capital Markets financial and operational audits.
  • Support due diligence, financial modeling, risk management, and legal documentation for Capital Markets transactions.
  • Assist the Chief Investment Officer and Head of Capital Markets with other structured finance business tasks.

Requirements

  • Bachelor's degree in Finance or a related field, or equivalent education and work experience.
  • Up to 2+ years of experience with a bachelor's degree or equivalent.
  • Strong verbal and written communication skills.
  • Strong critical thinking skills.
  • Excellent attention to detail.
  • Ability to work in a collaborative environment.
  • Experience with financial analysis and transaction modeling is preferred.
  • Experience with Capital Markets, structured finance, or warehouse lending is preferred.

Benefits

  • Salary range of $60,000 to $100,500.
  • Eligibility for an annual performance-based incentive opportunity.
  • Comprehensive benefits package for eligible employees.
  • Health insurance.
  • 401(k) retirement benefits.
  • Life insurance.
  • Disability benefits.
  • Paid time off.

Interested in this position?

Apply directly on the company website

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