Entry Level Financial Analyst

Aston Carter
1d$23 - $23Hybrid

About The Position

As a Securities Analyst II, you will be responsible for processing the most complex transactions or reconcilements related to loan or security payments. You will play a key role in providing remittance and correction information to servicers, monitoring and analyzing pooled loans to determine non-compliance, and communicating vital information to investors. You will evaluate servicer performance to ensure compliance with stated agreements and participate in system enhancements by attending user groups and testing.

Requirements

  • Strong skills in business analysis and finance.
  • Proficiency in Microsoft Excel, including formulas, pivot tables, and V Look Up.
  • Experience in data entry and analysis.
  • Ability to research and interpret controlling legal documents.
  • Bachelor's degree in Math, Economics, Finance, Accounting, Statistics, Business, or a related field.

Nice To Haves

  • Preferably 1+ years of experience in Financial Services, including internship experience.

Responsibilities

  • Process complex transactions and reconcilements related to loan or security payments.
  • Provide remittance and correction information to servicers.
  • Monitor and analyze pooled loans for non-compliance and communicate findings to investors.
  • Evaluate servicer performance for compliance with agreements.
  • Participate in system enhancements through user group attendance and testing.
  • Communicate processing exceptions across individual portfolios.
  • Maintain expertise in areas such as Collateral, Securities, Default, or Trust Administration.
  • Train junior staff and review their processing and reconciliations.
  • Propose and implement automated solutions on an ongoing basis.

Benefits

  • Medical, dental & vision
  • Critical Illness, Accident, and Hospital
  • 401(k) Retirement Plan – Pre-tax and Roth post-tax contributions available
  • Life Insurance (Voluntary Life & AD&D for the employee and dependents)
  • Short and long-term disability
  • Health Spending Account (HSA)
  • Transportation benefits
  • Employee Assistance Program
  • Time Off/Leave (PTO, Vacation or Sick Leave)
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