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Business Analyst – Margin Lending Jobs

Pricing & Margin Optimization, Senior Analyst
By Sud Recruiting At Dallas-Fort Worth Metroplex, United States
Build financial models that optimize offer strategy on new products with an emphasis on pricing
Through data analysis, influence strategic pricing, offer strategy, and product mix decisions
Excellent benefits including strong total compensation
4+ years of experience mining and analyzing data, using it to provide strategic recommendations on analysis performed
Must have 4+years of extensive hands-on strategic analytics experience evolving new and existing B2C strategies
build financial models that optimize offer strategy on new products with an emphasis on pricing
Syndicated Lending Analyst Jobs
By DISYS At Charlotte, NC, United States
Experience/Knowledge of Credit, LIBOR or SONIA
Initiate initial funding on new deals and restructurings; manage the funding process with Corporate Treasury, syndicate lenders, etc.
Manage pipeline of assigned closing transactions with potential for multiple transactions closing in a single day
2-3 years of experience in Syndicated Loans
1-2 years of experience with Loan IQ
Solid skills with Microsoft Office Excel: (VLOOKUP, Pivot Tables)
Business Analyst - Evolve Lending
By GM Financial At Fort Worth, TX, United States
Perform project planning, coordination, and management on multiple projects
Knowledge and understanding of the captive finance and EV ecosystem products and process is preferred
Professional business analyst experience, including planning, eliciting, analyzing, validating, documenting, and communicating requirements
Conduct research and benefit analysis
Aid in facilitation of gathering requirements
Identify and manage existing and emerging risks that stem from business activities and the job role
Revenue & Margin Growth Analyst
By The HEINEKEN Company At White Plains, NY, United States
Experience working with revenue management systems and pricing optimization software is highly desirable.
Stay updated on industry trends, market conditions, and emerging revenue management techniques.
Solid understanding of pricing strategies, revenue management concepts, and market dynamics.
Bachelor’s degree in Business, Finance, Economics, Mathematics, Statistics, or a related field required. A Master’s degree is a plus.
Proven experience as a Revenue & Margin Growth Analyst or similar role, preferably in a dynamic and competitive industry.
Strong analytical and quantitative skills, with proficiency in data analysis and statistical modeling.
Margin Account & Options Risk
By Safra National Bank At New York, NY, United States
Year of experience: Minimum 10 years of experience with Margin Account and Options Risk monitoring
Strong knowledge on FINRA regulations
General knowledge of corporate actions as it relates to margin
5+ years of experience utilizing Broadridge BPS; Bloomberg; OCC Encore System
Excellent communication skills for meticulous follow-up and engagement with cross-functional teams
Review trades and Margin Reports to verify that customers are within their margin parameters
Staff Risk Analyst, Fair Lending
By SoFi At Jacksonville, FL, United States
5+ years of Fair Lending Analytical experience
Experienced in statistical data analysis who excels in reviewing a high volume of product level data on a monthly/quarterly basis
Excellent communication and presentation skills
Knowledge of Python, SQL and Tableau
Enhance and improve the second line of defense fair lending analytics program
Aggregate and synthesize data sets to perform statistical reviews for disparate impact across portfolios, products and models
Data Analyst - Direct Lending
By Golub Capital At Chicago, IL, United States
Relationship Management: Establishes, develops and manages internal and external relationships.
Portfolio Management: Actively monitors portfolio companies to identify risks and opportunities that may impact overall performance.
Evaluating the Firm’s credit monitoring database and data capabilities and identifying system modifications or changes to current data processes
Bachelor’s degree required, preferably in finance or accounting
2-4 years of work experience within the Financial Services sector or strong internship experience
Knowledge and understanding of financial statements including income statements, balance sheets and cash flow statements
Repo Margin Analyst Jobs
By Cantor Fitzgerald At New York, NY, United States
· Escalating disputes and pricing issues to Senior Management.
· 1-3 years’ experience in Fixed Income
· Issuing and responding to repo margin calls for multiple broker dealers
· Monitoring counterparty margin disputes.
· Booking of margin calls
· Ability to work independently
Corporate Lending Analyst Jobs
By Banco Sabadell, Miami Branch At Miami, FL, United States
· Meet regularly with Credit Analysts and Manager in order to discuss potential deals in pipeline.
· Bachelor's degree in finance, economics, accounting or related field.
· Evaluate potential transactions in strict adherence to Sabadell's risk appetite and underwriting policies
· Bilingual in Spanish and English.
· Strong command of accounting rules and financial concepts.
· Chartered Financial Analyst (CFA) or progress towards designation is preferred but not required.
Business Analyst (Loan And Securities Lending) Tx
By Globant At Waco Area, United States
Organization and project management skills and experience.
Work with senior management and investment professionals in all sectors, presenting the opportunity to develop a deep understanding of our business
Design technology tools to improve the firm’s investment and management processes
Collaborate cross-functionally with all stakeholders (e.g. Portfolio managers, analysts, and Firm management)
7+ years of professional experience working in Finance, Capital Markets
Excellent listening, verbal, and written communication skills
Business Analyst With Auto Lending
By WinOrbit Technology At Charlotte, NC, United States
Excellent planning, organizational, and time management skills.
Effectively communicating your insights and plans to cross-functional team members and management.
Evaluating business processes, anticipating requirements, uncovering areas for improvement, and developing and implementing solutions.
Working closely with clients, technicians, and managerial staff.
Ensuring solutions meet business needs and requirements.
Prioritizing initiatives based on business needs and requirements.
Analyst, Leveraged Lending Jobs
By BMO Capital Markets At New York, NY, United States

BMO Capital Markets is a leading, full-service financial services provider. We offer corporate and investment banking, treasury management, as well as research and advisory services to clients around ...

Dealer Lending Analyst Jobs
By Toyota At , Plano, 75024, Tx
Prepare ad hoc reports per request from upper management.
Bachelor’s degree in Finance, Accounting, or related discipline. Or experience 2-5yrs
Presentation experience to a credit committee.
Experience with analyzing loan requests to ensure legal compliance and reaching a conclusion as to risk position of the loan.
Experience in underwriting expertise with automotive dealer borrowers and syndicated loan facilities.
Provide cash flow analyses for all proposed loans.
Manager, Finance (Restaurant Margin Improvement)
By Taco Bell At , Irvine, Ca $115,600 - $164,780 a year
Solid organizational and time management skills, with ability to multi-task in a complex and deadline-driven environment
7+ years relevant work experience (e.g. Corporate Finance, Business Operations, Consulting), QSR / retail / multi-unit franchise industry experience a plus
Strong team building/managerial experience is preferred
Tuition reimbursement and education benefits
Manage current margin projects in test or implementation phase
Collaborate with cross-functional partners to ensure margin opportunities do not impact the customer or team member experience
Sr. Business Intelligence & Reporting Analyst (Community Lending Dev)
By TD Bank At , Mount Laurel, 08054, Nj
Advanced experience knowledge of various data sources, tools and technologies used in preparing summaries and reports
Experienced professional role providing specialized data visualizations to support business needs
Expected to have a knowledge of broader enterprise reporting platforms and data sources and ability to integrate data across the enterprise
Strong analytical and program solving skills are required to interpret data and draw conclusions
Excellent written and verbal communications skills
CRA WIZ experience is a big plus.
Dealer Lending Analyst Jobs
By Toyota North America At Plano, TX, United States
Prepare ad hoc reports per request from upper management.
Bachelor’s degree in Finance, Accounting, or related discipline. Or experience 2-5yrs
Presentation experience to a credit committee.
Experience with analyzing loan requests to ensure legal compliance and reaching a conclusion as to risk position of the loan.
Experience in underwriting expertise with automotive dealer borrowers and syndicated loan facilities.
Provide cash flow analyses for all proposed loans.
Manager, Fp&A - Netex & Margin
By Lumen At , Remote $85,230 - $189,360 a year
Performance analysis and management reporting
Partner with Access Management Organization to manage budget and supporting activities
Management oversight of 3-5 analysts
Strong presentation, interpersonal, and written skills
MBA or Masters in Finance disciplines.
Forecasting, budgeting, and long-range planning
Accountant I - Gross Margin
By Macy's At United States
Bachelor’s Degree in Accounting, Finance, Mathematics, Information Systems or related field required with one year of related experience preferred.
Manage process of merchandise allowances from retail to expense/balance sheet, ensure proper taxation occurs for awards.
Manage financial aspect of merchandise loan room for Corporate Marketing and Events.
Excellent leadership, facilitation, and interpersonal skills, with the ability to work across functional lines and at many levels.
Knowledge of MS Office computer programs are required
To view additional benefits information for this role, please visit
Business Analyst - Commercial Lending, Banking
By Idexcel At Herndon, VA, United States
Experience with industry-leading Customer Relationship Management (CRM) systems including Salesforce, Microsoft Dynamics, NetSuite, Oracle, etc. desired
Commercial Lending Skills And Experience
Experience with industry-leading Core Loan/Lending platforms including Fidelity, Fiserv, and/or Jack Henry desired
Experience with industry-leading Commercial Loan Origination Systems (LOS) including nCino, Capitalstream, CreditQuest, WebEquity, and/or Sageworks desired
Bachelor’s degree in Engineering or equivalent experience required
At least 3-5+ combined years of Financial Services industry and professional services consulting experience including Client delivery
Lending Analyst Project Manager
By Mocse Credit Union At Modesto, CA, United States
• Proven experience in project management, juggling multiple initiatives like a pro.
• Title: Lending Analyst and Project Manager
• Stellar communication, interpersonal, and negotiation skills, enabling you to thrive in cross-functional teams.
• Full Time / Exempt
• Grade 12: Salary: $79,000.00 - $98,156.00 per year
• Reports To: VP of Lending