Lendistry: Capital Markets & Finance Analyst

Capital Markets & Finance Analyst Position

Responsibilities

• 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 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 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
• Assist Senior Executives with Lendistry’s capital markets strategy including, but not limited to, warehouse lending, equity securities, 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

Qualifications

• The ideal candidate will possess a foundational understanding of credit analysis or investment banking with relevant work 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
• Candidate must be located in New York, NY
• 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
• 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 lending business and/or specialty finance, including pricing bonds, understanding yield curves, and analyzing credit spreads
• 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

Benefits

• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off
• Birthday Day Off
• 12 Paid Company Holidays
• 401(k) Match
• FSA and HSA
• Paid Life Insurance
• Paid Disability Insurance
• Pet Insurance
• Employee Assistance Program (EAP)
• Professional Development Courses
• In Office Provided Snacks and Drinks
• Gym Facilities (LA & Tustin/CEC Offices)
• In Office Engagement Activities
• The US base salary range for this full-time position is $90,000-$120,000 annually
• This position is also eligible for a performance-based bonus
• Our salary ranges are determined by role, level, and location