Review and assist in the compilation of monthly investor reports within a set timeframe, while managing trustee communication and partner reconciliations
Assist the Capital Markets Deal Team in marketing and closing securitizations by summarizing loan level data into comprehensive reports for internal and external stakeholders
Collaborate with Partnerships and Capital Markets Deal Team to onboard new partners and asset classes
Develop new processes and enhance existing procedures for optimal efficiency while generating and maintaining up-to-date documentation
Work closely with various teams including OCEO, Treasury, Finance, Partnerships, Deployment, and Risk to assist on special projects that directly impact company-wide priorities
Requirements
0 - 3 years of experience or a strong interest in a financial operations, accounting, trustee, investor reporting, or treasury role
Pro-active team player who is able to handle multiple tasks and prioritize assignments with excellent time management skills
Detail oriented with strong analytical, problem-solving and critical thinking skills
Ability to analyze, resolve and communicate complex issues and resolutions in a sound and timely manner
Advanced Excel knowledge required
Familiarity with specialty finance industry preferred
Python and SQL knowledge preferred
Bachelor’s degree required
Compensation Range for New York Based Hires
$80,000 - $110,000 USD
Our Values
Continuously Learn - We challenge ourselves for the sake of getting better as individuals, as teams, and as an organization to deliver for our partners.
Debate and Commit - We respectfully and openly debate to strengthen our ideas and build shared conviction - once we decide, we go all in, together.
Dream Big and Act - We boldly tackle complex problems, pressure-test solutions in real-time, and adapt with speed and energy.
Advance Inclusion - We create a world where everyone can win, designing systems that better represent people and generate sustainable value for our employees, partners and investors.
Be Accountable Together - We proudly own our actions and our results, taking initiative to ensure our work gets over the finish line as a team.