Senior Investment Services Analyst, Private Structured Investments
Job Description:
• Coordinate all phases of documenting and funding deal transactions; manage communications to all relevant parties; generate and provide reporting tools.
• Collect, review, monitor, save and distribute due diligence materials; assign analyst(s) Maintain and review deal files.
• Ensure completeness of files from inception to closing.
• Maintain pipeline database system as it relates to the deal flow and the portfolio.
• Oversee the ticketing and funding processes as appropriate (whether generating tickets to effect deal closings, reviewing tickets for accuracy, confirming wires sent/received, ensure supporting documentation for transaction set up).
• Positively represent the company in relationships with all parties affiliated with the deal process.
• Track, monitor and take primary responsibility for responding to general questions from outside relationships.
• Manage the closing process for trading of securities/assets, including coordinating the transfer of original securities.
• Report and track complex structured deals; manage and track documentation pursuant to record retention practices.
• Identify investments with developing concerns for monitoring more closely; manage amendment/waiver, credit review and OTTI processes.
Requirements:
• Bachelor’s degree, paralegal certification, or Certified Mortgage Servicer certification from the Mortgage Banking Association strongly preferred, or 7+ years of equivalent and relevant work experience.
• Experience with insurance and regulatory matters preferred.
• Advanced project management, leadership, organizational and planning skills.
• Demonstrated negotiating and time management skills.
• Strong attention to detail.
• Problem solving skills, including effective problem analysis, root cause identification and creative solution development.
• Strong written and verbal communications.
• Ability to work collaboratively with internal and external parties; demonstrate professionalism and consultative demeanor.
• Maintain notary public in good standing and licensing as required.
• Ability to travel 5% or less.
• Advanced degree or professional certification (e.g., CFA, CAIA) preferred.
• 7+ years of experience including 4+ years in investment operations, with a focus on private placements and structured assets.
• Proficiency in investment management software and tools (e.g. Bloomberg, PAM, Office Suite).
• Experience in Power BI or similar tools is a plus.
Benefits:
• medical
• dental
• vision
• employee assistance program
• life insurance
• disability plans
• parental leave
• paid time off
• 401k
• tuition reimbursement
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• Coordinate all phases of documenting and funding deal transactions; manage communications to all relevant parties; generate and provide reporting tools.
• Collect, review, monitor, save and distribute due diligence materials; assign analyst(s) Maintain and review deal files.
• Ensure completeness of files from inception to closing.
• Maintain pipeline database system as it relates to the deal flow and the portfolio.
• Oversee the ticketing and funding processes as appropriate (whether generating tickets to effect deal closings, reviewing tickets for accuracy, confirming wires sent/received, ensure supporting documentation for transaction set up).
• Positively represent the company in relationships with all parties affiliated with the deal process.
• Track, monitor and take primary responsibility for responding to general questions from outside relationships.
• Manage the closing process for trading of securities/assets, including coordinating the transfer of original securities.
• Report and track complex structured deals; manage and track documentation pursuant to record retention practices.
• Identify investments with developing concerns for monitoring more closely; manage amendment/waiver, credit review and OTTI processes.
Requirements:
• Bachelor’s degree, paralegal certification, or Certified Mortgage Servicer certification from the Mortgage Banking Association strongly preferred, or 7+ years of equivalent and relevant work experience.
• Experience with insurance and regulatory matters preferred.
• Advanced project management, leadership, organizational and planning skills.
• Demonstrated negotiating and time management skills.
• Strong attention to detail.
• Problem solving skills, including effective problem analysis, root cause identification and creative solution development.
• Strong written and verbal communications.
• Ability to work collaboratively with internal and external parties; demonstrate professionalism and consultative demeanor.
• Maintain notary public in good standing and licensing as required.
• Ability to travel 5% or less.
• Advanced degree or professional certification (e.g., CFA, CAIA) preferred.
• 7+ years of experience including 4+ years in investment operations, with a focus on private placements and structured assets.
• Proficiency in investment management software and tools (e.g. Bloomberg, PAM, Office Suite).
• Experience in Power BI or similar tools is a plus.
Benefits:
• medical
• dental
• vision
• employee assistance program
• life insurance
• disability plans
• parental leave
• paid time off
• 401k
• tuition reimbursement
Apply tot his job
Apply To this Job