Funding Analyst

1 month ago


Stamford, United States Robert Half Full time
Job DescriptionJob Description

We are offering a contract to hire employment opportunity for a Funding Analyst in Stamford, Connecticut. As a Funding Analyst, your primary role will be to assess the creditworthiness of clients seeking financial support and help structure suitable funding deals. You will be working in a collaborative environment within the financial industry.


Responsibilities:


• Conduct thorough credit analysis for clients seeking financial aid

• Work closely with the team in identifying and structuring funding deals

• Utilize CRM to keep track of client interactions and transactions

• Maintain detailed and accurate records of client credit information

• Perform ad hoc financial analysis as needed to support decision-making

• Monitor client accounts and take necessary actions based on their credit status

• Collaborate effectively within the team to ensure seamless operations

• Resolve client inquiries in a timely and detail-oriented manner.

• Proficiency in Customer Relationship Management (CRM) software
• Demonstrable experience in Ad Hoc Financial Analysis
• Strong skills in Credit Analysis
• Solid understanding and experience in Banking Credit Analysis
• Bachelor's degree in finance, economics, or a related field
• Strong analytical and problem-solving skills
• Excellent verbal and written communication skills
• Ability to work independently and as part of a team
• High level of accuracy and attention to detail
• Proficiency in Microsoft Office Suite, particularly Excel
• Ability to handle multiple tasks and meet deadlines
• Knowledge of financial regulations and legislation
• Ability to interpret and analyze financial data.
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