Analyst, Capital Markets & Finance

Lendistry

Lendistry is an Equal Opportunity/Affirmative Action Employer. We consider applicants without regard to race, color, religion, age, national origin, ancestry, ethnicity, gender, gender identity, gender expression, sexual orientation, marital status, veteran status, disability, genetic information, or membership in any other group protected by federal, state, or local law.

About the role

The Analyst, Capital Markets & Finance is a highly visible position within Lendistry. This role offers a unique opportunity to contribute to the analysis and execution of investment strategies in a dynamic and fast-paced environment. The Analyst will assist the senior finance team with building, managing, and owning a capital markets strategy that fits with Lendistry’s mission and product lines. The Analyst will partner with key stakeholders throughout the organization to manage the phases and implementation of a wide variety of assigned projects that drive strategy and impact the company’s bottom line.

Responsibilities

• Aid Senior Executives with Lendistry’s capital markets strategy including, but not limited to, warehouse lending, equity securities, corporate finance and government program funding.
• Partner with Finance, Accounting, Legal, Compliance, Sales, and Credit teams to ensure cross-collaboration to drive capital market strategies successfully.
• Assist Senior Finance Team with the daily operating relationships with our capital markets providers, including our warehouse lines and permanent funding providers.
• Assist Senior Finance Team with managing credit ratings and relationships with credit agencies for Lendistry and its products.
• Assist Senior Finance Team with developing and implementing a securitization process for all product lines.
• Perform detailed financial analysis and due diligence on potential credit instruments, including debt facilities and preferred equity as well as other debt instruments.
• Support senior team members in the evaluation and execution of potential financing opportunities.
• Develop and maintain financial models to assess risks, returns, and corporate finance needs.
• Monitor and report on market trends, company performance, and credit metrics.
• Participate in investment committee meetings, contributing insights and analysis to inform decision-making.
• Stay abreast of industry trends, economic indicators, and regulatory changes that may impact the credit markets.

Requirements

• Bachelor’s degree in Finance, Economics, Business Administration, or a related field.
• At least one year of relevant experience in credit investing, investment banking, management consulting, transaction advisory from a national accounting firm.
• Candidate must be located in Los Angeles, CA.
• Knowledge of the capital markets landscape.
• 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.
• Ability to navigate a dynamic and fast-paced environment in an organized manner, including the capacity to manage and prioritize multiple projects simultaneously in a deadline-driven environment (strong time management).
• Excellent communication and interpersonal abilities, capable of effectively presenting analysis and recommendations to team members and stakeholders.
• Experience with multi-scenario financial modeling, incorporating dynamic assumptions, and sensitivity analysis.
• Familiarity with lending business and/or specialty finance, including pricing bonds, understanding yield curves, and analyzing credit spreads.

Qualifications

• Knowledgeable about the capital markets landscape.
• Advanced proficiency in Microsoft Excel or other financial modeling software.
• Strong time management and organizational skills.
• Excellent communication and interpersonal abilities.
• Experience with multi-scenario financial modeling.
• Familiarity with lending business and/or specialty finance.

Skills

• Financial modeling and analysis.
• Capital markets strategy development.
• Collaboration with cross-functional teams.
• Financial due diligence.
• Market trend analysis.
• Regulatory compliance.

Benefits

• Comprehensive Medical, Dental, and Vision Insurance
• Generous Paid Time Off
• 12 Paid Company Holidays
• 401(k) Match
• FSA and HSA
• Paid Life Insurance
• Paid Disability Insurance
• Pet Insurance
• Employee Assistance Program (EAP)
• Professional Development Courses
• In Office Provided Snacks and Drinks
• Gym Facilities (LA & Tustin/CEC Offices)
• In Office Engagement Activities

Pay

The US base salary range for this full-time position is $100,500 - $129,500 annually. Our salary ranges are determined by role, level, and location. The range displayed on each job posting reflects the minimum and maximum base salary for new hires for the position across all US locations. Within the range, individual pay is determined by multiple factors like job-related skills, experience, and state of residence. Your recruiter can share more about the specific salary range during the interview process.

Schedule

This is a stationary position that requires frequent sitting (approximately 95%), repetitive wrist motions, grasping, speaking, listening, close vision, and the ability to adjust focus. It also may require occasional standing, lifting, carrying of 20lbs or less, walking, kneeling, bending/stooping, twisting, pulling/pushing, and reaching above the shoulder. Employees in this position must be physically able to efficiently perform the essential functions of the position.