Capital Markets Analyst I
Pathward
full-time
Posted on:
Location Type: Remote
Location: Arizona • Kentucky • United States
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Salary
💰 $60,000 - $100,500 per year
About the role
- Provides analytical and operational support in managing the bank’s Capital Markets initiatives.
- Assists in the evaluation, structuring and execution of potential new Capital Markets structured finance opportunities including securitization, whole loan sales and forward flow agreements.
- Assists in reviewing Lender Finance / Warehouse term sheets and legal documentation, assessing deal risk and return metrics, preparation of deal approval write ups, and presentations to the bank’s Executive Credit Committee.
- Assists with day-to-day warehouse lending operations including preparing advance / paydown requests and reviewing borrowing base and compliance reporting.
- Develops and executes ongoing controls, mitigation plans, testing, and oversight of the warehouse lending business.
- Identifies and implements new concepts, best practices and approaches related to Capital Markets reporting and operational & credit risk management.
- Assists in overseeing all third-party Capital Markets financial and operational audits.
- Assists in overseeing all Capital Markets due diligence, financial modeling, risk management and legal documentation.
- Works in a collaborative environment to perform detailed financial analysis and assist in building complex transaction models for new and existing warehouse – structured finance transactions.
- Supports the Chief Investment Officer and Head of Capital Markets in other assigned tasks related to the Bank’s Structured Finance Business.
- Other duties as assigned.
Requirements
- Bachelor's degree in Finance or related field or equivalent education and work experience.
- Up to 2+ years with bachelor's or equivalent.
- Communication skills (verbal and written)
- Critical thinking skills
Benefits
- health insurance
- 401(k) retirement benefits
- life insurance
- disability benefits
- paid time off
- annual performance-based incentive opportunity
Applicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills & Tools
financial analysisfinancial modelingrisk managementstructured financesecuritizationdeal approvalcompliance reportingwarehouse lending operationscapital markets reportingcredit risk management
Soft Skills
communication skillscritical thinkingcollaborationanalytical skillsorganizational skills
Certifications
Bachelor's degree in Finance