Capital Markets Analyst

1 day ago


Tustin, California, United States Lendistry Full time
Job Summary

Lendistry is seeking a highly motivated and experienced Capital Markets Analyst to join its team. The ideal candidate will possess a strong understanding of credit analysis and investment banking, with a proven track record of success in a similar role.

Key Responsibilities
  • Assist Senior Executives in developing and implementing Lendistry's capital markets strategy, including 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 and drive capital market strategies successfully.
  • Assist Senior Finance Team with managing daily operating relationships with capital markets providers, including warehouse lines and permanent funding providers.
  • Develop and implement a securitization process for all product lines, performing detailed financial analysis and due diligence on potential credit instruments.
  • Support senior team members in evaluating and executing potential financing opportunities, developing and maintaining financial models to assess risks, returns, and corporate finance needs.
  • Monitor and report on market trends, company performance, and credit metrics, participating in investment committee meetings to contribute insights and analysis.
Requirements
  • 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, or transaction advisory from a national accounting firm.
  • 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.
  • Excellent communication and interpersonal abilities, capable of effectively presenting analysis and recommendations to team members and stakeholders.
Work Environment

This is a stationary position that requires frequent sitting, repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. Occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder may be required.

Salary

$94,000-$135,000

Location

Candidate must be located in one of the following locations: Tustin, CA, Los Angeles, CA, New York City, NY, or Dallas, TX.

Lendistry is an Equal Opportunity Employer/Protected Veterans/Individuals with Disabilities.



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