Ally Financial

Sr Analyst - Portfolio Manager

Ally Financial • $85K — $150K *
Finance & Insurance
Less than 5 years of experience
Job Overview by Ladders

Qualifications

  • 2+ years of banking or lending experience preferred, with a focus on auditing, underwriting, and financial analysis.
  • Bachelor's degree in Accounting or Finance is preferred.
  • Completion of a financial institution training program is preferred.
  • Strong verbal and written communication skills, with excellent organizational abilities.
  • Highly analytical and detail-oriented with problem-solving skills.
  • Proficiency in Microsoft Office, especially Excel, is essential.
  • Demonstrated ability to work independently with strong time management skills.

Responsibilities

  • Assist in conducting due diligence for financial transactions.
  • Perform and interpret financial analyses, including projections.
  • Create Excel-based financial models for client assessments.
  • Prepare materials for investment committee presentations.
  • Review team outputs and provide constructive feedback.
  • Assist in monitoring portfolio investment reporting requirements.
  • Ensure compliance with investment regulations.

Benefits

  • Starting with 20 paid time off days, plus 11 holidays and 8 volunteer hours annually.
  • Industry-leading 401K retirement savings plan with matching contributions and options for tuition reimbursement.
  • Flexible health plans, including medical, dental, and vision, with HSA contributions.
  • Support for family-building through adoption, fertility assistance, and parental leave.
  • Employee assistance programs and well-being initiatives to maintain work-life balance.
Full Job Description
Work Schedule: Ally designates roles as (1) fully on-site, (2) hybrid, or (3) fully remote. Hybrid roles are generally expected to be in the office a certain number of days per week as indicated by your manager. Your hiring manager will discuss this role's specific work requirements with you during the hiring process. All work requirements are subject to change at any time based on leader discretion and/or business need.

The Opportunity
This role is in office in our Bethesda, MD office most days of the week.

Senior Analysts work with more senior team members in identifying, analyzing, closing, and monitoring middle market leveraged loans. Senior Analysts typically have 2-4 years of middle market leverage lending experience and have demonstrated sufficient knowledge of regulatory and risk policies. Senior Analysts are actively developing the skills required to independently close and manage leveraged loan transactions, have the capacity to engage with several projects concurrently, and operate with a high degree of autonomy in completing assigned tasks. Senior Analysts are meaningful contributors to team successes and assume increasing levels of responsibility with underwriting and managing portfolio accounts.
The Work Itself
  • Assist in transaction due diligence process, including review of business information, preparation of diligence requests, and participation in transaction discussions with clients
  • Perform financial analysis, including interpretation of historical and projected financial information
  • Prepare Excel-based, three statement financial modeling
  • Assist in compiling materials for investment committee presentations at various stages of transactions for review by Ally Corporate Finance senior management
  • Review work product from Analyst-level employees and provide constructive feedback to improve outputs, drive efficiencies, and facilitate growth
  • Assist deal team in reviewing reporting requirements related to portfolio investments, including financial statements and other regular client reporting, as well as updating internal reporting packages to be shared with Ally Corporate Finance senior management
  • Assist in ensuring investment regulatory compliance
  • Assist with special projects as required to gain broader understanding of business across various functions
  • Work towards building a foundation of credit knowledge, including understanding and adapting to Ally's overall credit and risk culture


The Qualifications We're Looking For

  • 2+ Years of banking or lending experience. Auditing, underwriting, and financial and credit analysis preferred
  • BA or BS in Accounting or Finance preferred
  • Completion of bank or other financial institution training program is preferred
  • Excellent communication (verbal and written), interpersonal and organizational skills
  • Highly analytical, detail oriented with problem solving capability
  • Ability to work independently with demonstrated strong time management skills
  • High level of accountability and the ability to effectively prioritize tasks
  • Highly motivated, self-starter
  • Technical: Proficiency with Microsoft Office products, including Word, Excel, and Power Point
  • Experience with financial models desirable.
Minimum Qualifications

  • 3+ years of experience
  • High school Diploma or GED equivalent

How We'll Have Your Back
Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including:

Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level).

Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan pay downs and 529 educational save up assistance programs, tuition reimbursement, employee stock purchase plan, and financial learning center and financial coach access.

Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.

Building a Family: adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult/elder care days and childcare discounts.

Work-Life Integration: other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs.

Other Compensations: depending on the role for which you are considered, you may be eligible for travel allowances, relocation assistance, a signing bonus and/or equity.

To view more detailed information about Ally's Total Rewards, please visit this link: https://www.ally.com/content/dam/pdf/corporate/ally-total-rewards-snapshot.pdf

Base Pay Range
$85,000.00 - $150,000.00
An individual's position in the range is determined by the specific role, the scope and responsibilities of the role, work experience, education, certification(s), training, and additional qualifications. We review internal pay, the competitive market, and business environment prior to extending an offer.

Incentive Compensation:

This position is eligible to participate in our annual incentive plan.

About Ally Financial

Ally Financial Careers

Joining Ally Financial means becoming part of a team committed to growth, innovation, and leadership. As a leading digital financial services company, we offer a range of job opportunities that empower professionals to excel in their careers. At Ally Financial, we believe in fostering a culture that embraces diversity, encourages professional development, and supports our team members through comprehensive benefits and a nurturing environment.

Work You’ll Do

At Ally Financial, you will collaborate with some of the brightest minds in the industry. Our team is dedicated to redefining the financial landscape through innovation and top-tier financial solutions. Whether you are looking for a position in finance, technology, customer service, or management, Ally Financial provides a platform where your skills will be honed and your professional aspirations realized.

Explore Our Job Opportunities

We are constantly expanding our team and looking for new talent who are passionate, curious, and driven. Explore our wide range of open positions from entry-level to senior leadership roles. Ally Financial values the unique perspectives and experiences each team member brings, making us stronger and more innovative.

Internship Programs

Kickstart your career with an Ally Financial internship. Our programs provide invaluable industry exposure, professional skills development, and a chance to network with leaders across the company. Internships at Ally Financial are your gateway to understanding the financial sector from the inside out and gaining hands-on experience that complements your academic learning.

Employee Benefits and Culture

Ally Financial is committed to the well-being and continuous growth of our employees. We offer robust benefits including health, dental, and vision insurance, retirement plans, and generous paid time off. Our culture is centered around inclusivity, respect, and collaboration, making Ally Financial a great place to work.

Professional Development and Training

We invest in our employees through ongoing professional development and leadership training programs. At Ally Financial, you have access to a variety of training resources and workshops designed to enhance your job performance and leadership capabilities. Our commitment to your growth is reflected in our efforts to ensure all team members are equipped for success in an ever-evolving financial landscape.

Diversity and Innovation

Diversity is at the core of our operations and strategic initiatives. At Ally Financial, we are dedicated to creating an environment where diverse ideas and perspectives lead to innovative solutions. Our diversity training programs are part of our commitment to an inclusive workplace, where everyone’s contribution is valued.

Join Our Team

Are you ready to advance your career at a company that values your skills and offers the opportunity to work on transformative projects? Search Ally Financial jobs that match your skills and interests. We are looking for creative, solution-driven team players who are ready to make an impact.

Stay Connected

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Apply Now

Ready to take the next step in your career? Submit your resume, complete your application, and prepare for an interview where you can showcase your unique abilities. At Ally Financial, your future is waiting.
Learn more about Ally Financial
Size
10,500 employees
Market Cap
$6.9 billion
Industry
Net Income
$1 billion
Founded
2017
5 Year Trend
+0.8%
NASDAQ

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