Analyst - Dealer Services
By ACA Group At , Remote
Bachelor’s degree. Major or concentration in business, finance, economics, accounting or equivalent combination of education and experience
Strong organizational and problem-solving skills with attention to detail
Strong oral and written communication skills
Skills and attributes for success:
What working at ACA offers:
Facilitate selling agreement process with various broker-dealers and financial intermediaries
Dealer Services Analyst Jobs
By Mitsubishi UFJ Fund Services At , Rockville, Md
Communicating intra-day cash flow information in real time to Portfolio Management and Trading teams
Detailing cash flow discrepancies to Portfolio Management teams
Communicating large estimate requirements to third parties
Financial services or mutual fund industry experience is preferred
Strong analytical and problem solving skills and the ability to make informed decisions is essential
Strong knowledge of Microsoft Office software, with an emphasis in Excel
Compliance Analyst - Broker Dealer
By MissionSquare Retirement At Washington DC-Baltimore Area, United States
To benefit your career and support your wellbeing, we offer:
Review and approve firm communications to ensure compliance with applicable regulatory requirements.
Minimum of 2 years of experience in compliance with a broker dealer or other financial services company.
Experience with Federal and State securities laws and rules and regulations of self-regulatory organizations required.
Experience with investment company and investment adviser is preferred.
Detailed knowledge of Federal Securities Laws governing mutual funds and investment advisers
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
Business Analyst - Dealer Support
By Porsche Cars North America At Atlanta, GA, United States
College degree in Business, Management, Supply Chain, and Data Analytics, or the equivalent education and experience
Materials management, supply chain, or warehouse experience is a plus
Manage to relevant KPI’s specific to parts operations and parts operations support responsibilities, ensuring high level of service and accountability.
3+ years’ automotive experience, preferably in an After Sales, field, or retail capacity
Experience in automotive retail parts and/or service is plus
Customer service experience is a plus
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
Structured Lending Analyst - Analyst (Open)
By Deutsche Bank At Jacksonville, FL, United States
Moderate banking or finance industry experience
A hybrid working model, allowing for in-office / work from home flexibility, generous vacation, personal and volunteer days
Competitive compensation packages including health and wellbeing benefits, retirement savings plans, parental leave, and family building benefits
Educational resources, matching gift, and volunteer programs
Bachelor’s degree in Economics, Finance, Accounting, or Business Administration
General knowledge of credit analysis, banking regulations and related processes
Analyst/Associate, Healthcare Lending
By Cross River At Fort Lee, NJ, United States
Bachelor's degree with a focus in finance or accounting or similar post-degree work experience
Demonstrates strong judgment and sound credit skills;
Strong oral and written communications skills;
Analyze credit and financial information for prospects and existing clients;
Build financial models to support financing transactions;
Participate in preparing credit memos for new and existing loans;
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.
Collateral Analyst (Asset Based Lending)
By REQ SOLUTIONS At United States
Ability to demonstrate effective organizational and project management and skills, maintaining high attention to detail
Serves as the primary contact for all matters relating to loan operations in conjunction with the ABL Portfolio Management.
Works with clients to resolve reporting inadequacies and problems and escalates to senior management as necessary.
Sets up, monitors, and follows-up on collateral, financial, and other reporting requirements in the loan system.
Minimum of three (3) years of work experience in a collateral monitoring capacity in asset-based lending required.
Experience with Solifi ABL preferred.
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.
Analyst / Associate - Direct Lending, Underwriting
By Golub Capital At , New York, 10103, Ny $140,000 - $185,000 a year
1 to 3 years of experience in a finance function, preferably in a leveraged credit, investment banking or commercial banking environment
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.
Strong analytical, financial modeling and research skills
Legal Documentation: Demonstrates knowledge of legal documentation, processes and procedures.
Assisting the Underwriting Team in assessing new investment opportunities for the Firm
Analyst / Associate - Direct Lending, Underwriting
By Golub Capital At New York City Metropolitan Area, United States
1 to 3 years of experience in a finance function, preferably in a leveraged credit, investment banking or commercial banking environment
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.
Strong analytical, financial modeling and research skills
Legal Documentation: Demonstrates knowledge of legal documentation, processes and procedures.
Assisting the Underwriting Team in assessing new investment opportunities for the Firm
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.