Sr. Associate, Research & Origination
Location Designation: Hybrid - 4 days per week
About the role
As a top 25 global asset management firm with more than $800 billion in assets under management, we have an important mission: to help build a better financial future for our clients, our employees, and our communities. A $300bn+ asset manager is looking to add an Associate or Senior Associate to its research and origination team focused on the non-traditional asset-backed securitization market. The team is focused on originating and executing private placement and 144A securitized transactions.
Responsibilities
- Provide analytical support working on collateral performance, cash flow analysis, structural evaluation, and legal documentation review.
- Work on ad-hoc portfolio performance, return, and market reporting.
- Support in the creation of term sheets as well as internal and external portfolio and marketing presentations.
- Sectors of coverage include Consumer Finance, Student loans, Residential Mortgages, Solar, aviation, rail, and other transportation-related assets, equipment finance, fund finance, Digital Infrastructure, whole business, and other specialty finance sectors.
- Work closely with senior members of the team, Investment Banks, Private Equity funds, Issuers, and rating agencies to obtain desired ratings for specified transactions.
- Work closely with in-house personnel to ensure proper accounting and regulatory capital treatment.
Requirements
- Bachelor’s Degree required, MBA or CFA preferred.
- 2+ years of Structured Finance analysis experience, specifically with Private and 144A ABS.
- Strong background in credit research.
- Excellent written and presentation skills required.
- Experience with cash flow modeling, scenario, and sensitivity analysis for asset-backed transactions is a strong plus.
- Assertive self-starter with self-confidence and a positive attitude.
Pay
Salary Range: $93,000-$133,000
Overtime eligible: Exempt
Discretionary bonus eligible: Yes
Sales bonus eligible: No
Actual base salary will be determined based on several factors including individual’s experience, skills, qualifications, and job location. Additionally, employees are eligible for an annual discretionary bonus. In addition to base salary, employees may also be eligible to participate in an incentive program.
This role requires FINRA licensed and/or FINRA Associated Person pre-hire fingerprinting.
Benefits
We provide a full package of benefits for employees – and have unique offerings for a modern workforce, including leave programs, adoption assistance, and student loan repayment programs. Based on feedback from our employees, we continue to refine and add benefits to our offering, so that you can flourish both inside and outside of work.