Achieve

Analyst, Capital Markets and Reporting

Achieve

full-time

Posted on:

Origin:  • 🇺🇸 United States • Florida

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Salary

💰 $85,000 - $112,000 per year

Job Level

Junior

Tech Stack

PythonSQL

About the role

  • Own the monthly ABS / RMBS / warehouse reporting process by ensuring accuracy, data quality, and timely distribution to the market
  • Collaborate with data engineering, operations, and accounting teams to optimize automation and confirm data integrity of investor reporting
  • Manage investor data rooms, providing stakeholders with seamless and reliable access to information
  • Manage and update quarterly marketing materials, investor decks, and conference presentations that highlight Achieve’s lending products and story
  • Support investor relationships by responding to inquiries
  • Support the execution of Capital Markets transactions across ABS and RMBS, managing timelines and deliverables to ensure smooth closings
  • Prepare and validate loan tapes, performance data, and agreed-upon procedures (AUP) for securitizations
  • Connect with internal and external parties involved in the deal execution including, trustees, accounting firms, rating agencies, underwriters, legal counsels
  • Facilitate Know Your Customer (KYC) processes and transaction due diligence
  • Coordinate with Compliance, Servicing, Legal, Credit, Underwriting teams on rating agency due diligence requests across all three lending products
  • Assist in the preparation of presale reports and rating agency presentations
  • Monitor collateral performance using surveillance tools and internal dashboards
  • Analyze credit performance of Achieve’s historical deals against industry peers, providing insights to leadership and investors
  • Assist with investor or rating agency performance inquiries

Requirements

  • 1-2 years of Capital Markets, finance, securitization or other relevant experience
  • Bachelor’s degree in Finance, Economics, Accounting, or related field
  • Excel and PowerPoint skills
  • Familiarity with SQL or Python
  • Detail focused, highly organized and excellent interpersonal skills
  • General understanding of finance and cashflow modeling
  • Experience with DV01, Intex, and/or Bloomberg a plus
  • Ability to operate in a fast-paced environment to meet deal deadlines