Capital Markets Analyst I – Loan Trading

Pathward is a financial empowerment company focused on increasing financial access and opportunity. The Capital Markets Analyst I will support the development and operation of the bank’s Whole Loan Trading platform, including loan trading operations, structured finance transactions, investor relationships, reporting, due diligence, and financial analytics.

What you'll do:

• Assist in building and leading the bank’s Capital Markets Whole Loan Trading platform
• Provides analytical and operational support in managing the bank’s Secondary Whole Loan Trading business
• Leads day-to-day Loan Trading operations and reporting responsibilities
• Assist in the evaluation, structuring and execution of potential new Capital Markets structured finance transactions including securitization, whole loan sales and forward flow agreements
• Assist in driving execution with top investment banks, insurance companies, hedge funds, credit funds and private institutional investors to fund off balance sheet assets
• Assist in developing and enhancing relationships with capital sources, institutional investors, rating agencies and law firms
• Prepare investor due diligence information to position Pathwards assets in the Capital Markets
• Responsible for designing, building and scaling the operational framework for the banks Whole Loan Trading platform
• Assist the Capital Markets Data Analytics team in developing financial models relating to asset performance and pricing
• Manage day-to-day communication and due diligence requests from capital market partners
• Develop and maintain investor reporting requirements, surveillance, internal dashboard reporting and Monthly Business reviews
• Develop and update marketing material for prospective investors

What they're looking for:

• Bachelor's degree in Finance or related field
• 0 – 2 years of experience in Whole Loan Acquisitions / Divestitures, Debt Capital Markets, Structured Finance, Specialty Lending and / or Investment Banking
• Recent College graduates will be considered
• Outstanding communication skills and ability to articulate investment merits to potential capital partners
• Communication skills (verbal and written)
• Critical thinking skills
• Attention to detail
• Working towards an MBA and or CFA a plus

Benefits:

• Annual performance-based incentive opportunity
• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off
• Hybrid, remote-office work arrangement