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Customers Bank · 6 hours ago

Analyst, Portfolio Operations

New York, NY

Full-time

Hybrid

New Grad, Entry Level

$75K/yr - $85K/yr

0+ years exp

Customers Bank is a super-community bank focused on delivering memorable customer experiences. The Analyst, Portfolio Operations role is key to supporting the Capital Markets Division by managing operational requirements associated with loan portfolios and providing assistance in deal logistics.

BankingCommercialFinancial ServicesVenture Capital

Responsibilities

Preparing monthly participation waterfalls and remittance packages, and initiating wires to investors; responsibilities may also include communication with participants and investors

Assisting the Desk with operational logistics related to deal diligence, as well as deal closings and settlements

Performing daily operational functions such as platform fundings, loan sales, and title chain assignments

Troubleshooting internal and external process or workflow challenges

Qualification

Operations experienceCapital markets knowledgeAnalytical mindsetCommunication skillsInterpersonal skillsAttention to detailTeam collaboration

Required

Up to 2 years of experience in operations (reporting, reconciliations, wires) or capital markets middle-office experience at a specialty lender, asset manager, commercial bank, or similar institution

Other applicable operations, middle/back-office, or related financial operations experience (accounting, FP&A, business/data analysis, investor services)

High level of initiative, strong interpersonal skills, and a collaborative approach to working within a team

An analytical mindset with the ability to step back, assess situations holistically, and consider downstream impacts

Strong execution skills, including comfort working in the details and taking ownership to ensure responsibilities within their scope are completed thoroughly and accurately

Robust communication and collaboration abilities, with the capability to work effectively across a distributed organization spanning multiple locations

A deep attention to detail, including a willingness to understand every element of the assets they work with—from how promissory notes are executed to the mechanics of applying late borrower payments

Preferred

A bachelor's degree is preferred but not required

We welcome candidates from nontraditional or non-financial services backgrounds who are eager to learn, resourceful, and willing to put in the necessary effort to grow with Customers Bank