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Pathward · 11 hours ago

Capital Markets Analyst I

Philadelphia, PA, USA

Full-time

Hybrid

New Grad, Entry Level

$60K/yr - $100K/yr

0+ years exp

Pathward is a financial empowerment company dedicated to creating financial inclusion for all. The Capital Markets Analyst I role involves providing analytical support for warehouse lending and structured finance initiatives to optimize the bank's balance sheet and enhance financial performance.

ConsultingFinanceFinancial Services

Work & Life Balance

Responsibilities

Provides analytical and operational support in managing the bank’s warehouse lending business

Assists in reviewing warehouse lending term sheets and legal documentation, assessing deal risk and return metrics, preparation of deal approval write ups, and presentations to the bank’s Executive Credit Committee

Assists with day-to-day warehouse lending operations including preparing advance / paydown requests and reviewing borrowing base and compliance reporting

Develops and executes ongoing controls, mitigation plans, testing, and oversight of the warehouse lending business

Performs and presents periodic reviews on existing warehouse lending deals

Identifies and implements new concepts, best practices and approaches related to warehouse lending reporting and operational & credit risk management

Leads the development of warehouse lending performance reporting and credit risk management oversight

Assists in overseeing all third-party warehouse lending financial and operational audits

Assists in the evaluation, structuring and execution of potential new capital markets structured finance opportunities including securitization, whole loan sales and forward flow agreements

Assists in structured finance transaction due diligence, financial modeling, risk management and legal documentation

Works in a collaborative environment to perform detailed financial analysis and assist in building complex transaction models for new and existing warehouse – structured finance transactions

Supports the Chief Investment Officer and Head of Capital Markets in other assigned tasks related to the Bank’s Structured Finance Business

Other duties as assigned