Lendistry
Senior Analyst, Capital Markets & Finance
Lendistry, New York, NY
EXECUTIVE SUMMARY OF RESPONSIBILITIES
Lendistry's Capital Markets group is growing its analyst team and is seeking to hire a highly motivated Analyst with at least one year of experience. The ideal candidate will possess a foundational understanding of credit analysis or investment banking with relevant work experience. This role offers a unique opportunity to contribute to the analysis and execution of investment strategies in a dynamic and fast-paced environment. Team members work closely with the firm's portfolio and finance teams to assist with all aspects of the investment process, including financial analysis, capital structure evaluation, financial modeling, memorandum construction, portfolio monitoring and other strategic projects. The Senior Analyst, Capital Markets & Finance will be a highly visible position within the organization, reporting to a VP within the Capital Markets & Finance team. This position will assist the senior finance team with building, managing, and owning a capital markets strategy that fits with Lendistry's mission and product lines. The Senior Analyst, Capital Markets & Finance will partner with key stakeholders throughout the organization to manage the phases and implementation of a wide variety of assigned projects that drive strategy and impact the company's bottom line. Some travel may be required.
GENERAL RESPONSIBILITIES
• Assist Senior Executives with Lendistry's capital markets strategy including, but not limited to, warehouse lending, equity securities, securitization, corporate finance and government program funding.
• Partner with Finance, Accounting, Legal, Compliance, Sales, and Credit teams to ensure cross-collaboration to drive capital market strategies successfully.
• Assist Senior Finance Team with the daily operating relationships with our capital markets providers, including our warehouse lines and permanent funding providers.
• Assist Senior Finance Team with managing credit ratings and relationships with credit agencies for Lendistry and its products.
• Assist Senior Finance Team with developing and implementing a securitization process for all product lines.
• Perform detailed financial analysis and due diligence on potential credit instruments, including debt facilities and preferred equity as well as other debt instruments.
• Support senior team members in the evaluation and execution of potential financing opportunities.
• Develop and maintain financial models to assess risks, returns, and corporate finance needs.
• Monitor and report on market trends, company performance, and credit metrics.
• Participate in investment committee meetings, contributing insights and analysis to inform decision-making.
• Stay abreast of industry trends, economic indicators, and regulatory changes that may impact the credit markets.
PROFICIENCIES
• Knowledge of the capital markets landscape.
• Advanced proficiency in Microsoft Excel or other financial modeling software, including Pivot tables, V-lookup, H-lookup, Index/Match, nested IF statements, and advanced formulas. Experience with SQL and VBA.
• Ability to navigate a dynamic and fast-paced environment in an organized manner, including the capacity to manage and prioritize multiple projects simultaneously in a deadline-driven environment (strong time management).
• Excellent communication and interpersonal abilities, capable of effectively presenting analysis and recommendations to team members and stakeholders.
• Experience with multi-scenario financial modeling, incorporating dynamic assumptions, and sensitivity analysis.
• Familiarity with debt and equity securities, including pricing bonds, understanding yield curves, and analyzing credit spreads.
EDUCATION AND EXPERIENCE
PHYSICAL REQUIREMENTS
This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.
SALARY
Candidate must be located in one of these locations
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)
Lendistry's Capital Markets group is growing its analyst team and is seeking to hire a highly motivated Analyst with at least one year of experience. The ideal candidate will possess a foundational understanding of credit analysis or investment banking with relevant work experience. This role offers a unique opportunity to contribute to the analysis and execution of investment strategies in a dynamic and fast-paced environment. Team members work closely with the firm's portfolio and finance teams to assist with all aspects of the investment process, including financial analysis, capital structure evaluation, financial modeling, memorandum construction, portfolio monitoring and other strategic projects. The Senior Analyst, Capital Markets & Finance will be a highly visible position within the organization, reporting to a VP within the Capital Markets & Finance team. This position will assist the senior finance team with building, managing, and owning a capital markets strategy that fits with Lendistry's mission and product lines. The Senior Analyst, Capital Markets & Finance will partner with key stakeholders throughout the organization to manage the phases and implementation of a wide variety of assigned projects that drive strategy and impact the company's bottom line. Some travel may be required.
GENERAL RESPONSIBILITIES
• Assist Senior Executives with Lendistry's capital markets strategy including, but not limited to, warehouse lending, equity securities, securitization, corporate finance and government program funding.
• Partner with Finance, Accounting, Legal, Compliance, Sales, and Credit teams to ensure cross-collaboration to drive capital market strategies successfully.
• Assist Senior Finance Team with the daily operating relationships with our capital markets providers, including our warehouse lines and permanent funding providers.
• Assist Senior Finance Team with managing credit ratings and relationships with credit agencies for Lendistry and its products.
• Assist Senior Finance Team with developing and implementing a securitization process for all product lines.
• Perform detailed financial analysis and due diligence on potential credit instruments, including debt facilities and preferred equity as well as other debt instruments.
• Support senior team members in the evaluation and execution of potential financing opportunities.
• Develop and maintain financial models to assess risks, returns, and corporate finance needs.
• Monitor and report on market trends, company performance, and credit metrics.
• Participate in investment committee meetings, contributing insights and analysis to inform decision-making.
• Stay abreast of industry trends, economic indicators, and regulatory changes that may impact the credit markets.
PROFICIENCIES
• Knowledge of the capital markets landscape.
• Advanced proficiency in Microsoft Excel or other financial modeling software, including Pivot tables, V-lookup, H-lookup, Index/Match, nested IF statements, and advanced formulas. Experience with SQL and VBA.
• Ability to navigate a dynamic and fast-paced environment in an organized manner, including the capacity to manage and prioritize multiple projects simultaneously in a deadline-driven environment (strong time management).
• Excellent communication and interpersonal abilities, capable of effectively presenting analysis and recommendations to team members and stakeholders.
• Experience with multi-scenario financial modeling, incorporating dynamic assumptions, and sensitivity analysis.
• Familiarity with debt and equity securities, including pricing bonds, understanding yield curves, and analyzing credit spreads.
EDUCATION AND EXPERIENCE
- Bachelor's degree in Finance, Economics, Business Administration, or a related field.
- 1 year minimum of relevant experience in credit investing, investment banking, management consulting, transaction advisory from a national accounting firm.
PHYSICAL REQUIREMENTS
This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.
SALARY
- $94,000-$135,000
Candidate must be located in one of these locations
- Tustin, CA
- Los Angeles, CA
- New York City, NY
- Dallas, TX
Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities
The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant. However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)