Analyst, Capital Markets & Finance

Lendistry

$100K — $129K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • 1 year minimum of relevant experience in credit investing, investment banking, management consulting, or transaction advisory from a national accounting firm.
  • Advanced proficiency in Microsoft Excel or financial modeling software with complex formulas.
  • Knowledge of the capital markets landscape and familiarity with specialty finance.
  • Excellent communication and interpersonal skills.

Responsibilities

  • Assist Senior Executives with Lendistry's capital markets strategy across various financial domains.
  • Collaborate with multiple teams including Finance, Legal, Compliance, and Sales to drive capital market strategies.
  • Manage daily relationships with capital markets providers and assist in credit rating management.
  • Develop and implement securitization processes for all product lines available through Lendistry.
  • Conduct detailed financial analysis and due diligence on potential credit instruments.
  • Support senior team members in evaluating and executing financing opportunities.
  • Monitor market trends and company performance while reporting on credit metrics.

Benefits

  • Comprehensive Medical, Dental, and Vision Insurance
  • Generous Paid Time Off
  • Birthday Day Off
  • 401(k) Match
  • Employee Assistance Program (EAP)
  • Professional Development Courses
  • Gym Facilities at multiple office locations
Full Job Description
This position is based onsite at our Los Angeles, CA location. Candidates must be able to work in-office as part of the role's regular schedule.

A Day in the Life

Lendistry's Capital Markets group is growing its analyst team and is seeking to hire a highly motivated Analyst with at least one year of experience. The ideal candidate will possess a foundational understanding of credit analysis or investment banking with relevant work experience. This role offers a unique opportunity to contribute to the analysis and execution of investment strategies in a dynamic and fast-paced environment. Team members work closely with the firm's portfolio and finance teams to assist with all aspects of the investment process, including financial analysis, capital structure evaluation, financial modeling, memorandum construction, portfolio monitoring and other strategic projects. The Analyst, Capital Markets & Finance will be a highly visible position within the organization, reporting to a VP within the Capital Markets & Finance team. This position 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, Capital Markets & Finance 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. Some travel may be required.

What You'll Be Doing
  • Assist 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.


Your Areas of Knowledge and Expertise
  • Bachelor's degree in Finance, Economics, Business Administration, or a related field.
  • 1 year minimum 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.


Why You'll Love Working Here:
  • Comprehensive Medical, Dental, and Vision Insurance
  • Generous Paid Time Off
  • Birthday Day 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


Compensation Range

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.

Please note that the compensation details listed in US role postings reflect the base salary only, and do not include any variable compensation elements.

Physical Requirements

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.

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