6 дней назад
Associate, Portfolio Lifecycle Management (Asset-Backed Financing)
Мэтч & Сопровод
Для мэтча с этой вакансией нужен Plus
Описание вакансии
Текст:
TL;DR
Associate, Portfolio Lifecycle Management (Asset-Backed Financing): Servicing syndicated and bilateral warehouse facilities and supporting structured transactions involving real estate and consumer loan pools with an accent on loan operations, regulatory reporting, and accurate books and records. Focus on querying loan data with SQL, coordinating Federal Reserve reporting, improving processes and controls, and managing risk metrics across internal and external stakeholders.
Location: Dallas, Texas, United States; onsite office role
Company
operates this role within its Global Banking & Markets division through Services LLC.
What you will do
- Service syndicated and bilateral warehouse facilities focused on asset-backed financing.
- Coordinate with agent banks, clients, trading partners, and internal Trading, Strats, Legal, Tax, Controllers, and Engineering stakeholders.
- Support structured transactions including purchases, acquisitions, and securitizations involving residential and commercial real estate and consumer loan pools.
- Maintain accurate books and records, complete regulatory reporting, and meet key risk indicators and performance metrics.
- Identify process improvements, automation opportunities, and control enhancements to reduce risk and support client satisfaction.
Requirements
- Bachelor’s degree in Finance, Business Analytics, Mathematics, Mechanical Engineering, or a related field.
- Three years of experience in the offered role or a related role.
- Experience using Microsoft Excel for data aggregation, formulas, submissions, and summary reports.
- Experience creating senior-management reports and presentation summaries with Microsoft PowerPoint.
- Experience querying loan data with SQL in Aqua Data Studios and tracking issues with Jira.
- Experience with external audit requests, Federal Reserve regulatory submissions, loan product creation, and trade booking support.
Culture & Benefits
- Cross-functional collaboration with business, technology, control, legal, tax, and operations stakeholders.
- Work is structured around risk metrics, regulatory deadlines, process controls, and client satisfaction.
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