Senior Analyst, Capital Markets

Ladders
Tustin, CA
$105K-$137.3K a year
Permanent
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ABOUT LENDISTRY

Lendistry is the country's largest minority-led and technology-enabled small business and commercial real estate lender with Community Development Financial Institution (CDFI) and Community Development Entity (CDE) certification.

We are a national employer whose mission is to provide economic opportunities and progressive growth for small business owners and their underserved communities as a source of financing and financial education.

GENERAL RESPONSIBILITIES

  • Assist Senior Finance Executives with Lendistry's capital markets strategy including, but not limited to, warehouse lending, equity securities, securitization, and government program funding.
  • Assist Senior Finance Executives with the daily operating relationships with our capital markets providers, including our warehouse lines and permanent funding providers.
  • Assist Senior Finance Executives with managing credit ratings and relationships with credit agencies for Lendistry and its products.
  • Collaborate with rating agencies to determine ways to improve our lending products, as well as optimize them for securitization execution.
  • Assist Senior Finance Executives with developing and implementing a securitization process for all product lines.
  • Assist Senior Finance Executives with creating processes across Lendistry, our banking partners, our capital markets partners, and debt providers to run efficiently with minimal errors.
  • Assist in other functions across the organization, such as pitching to customers and banking partners, evaluating technology providers, and investor meetings.
  • Partner with Finance, Accounting, Legal, Compliance, Sales, and Credit teams to ensure cross-collaboration to drive capital market strategies successfully.

PROFICIENCIES

  • Knowledge of the capital markets landscape.
  • Proficient in Microsoft Office Products with a specific emphasis on MS Excel or other financial modeling software.
  • Experience with the CDFI Financing Opportunities and / or New Markets Tax Credits a big plus.
  • Ability to navigate within a dynamic and fast-paced environment in an organized manner.
  • Demonstrated strength and success in sales and negotiations.
  • Data driven approach and strong analytical skills.
  • Low ego : willingness to do whatever it takes to win.
  • True collaborator and strong communicator with proven ability to work cross functionally.

EDUCATION AND EXPERIENCE

  • Bachelor's Degree is required.
  • MBA or master's degree is a plus.
  • 3 years in capital markets or related fields.

SALARY

$105,000 - $137,300 / Annually, depending on experience and location

Equal Opportunity Employer / Protected Veterans / Individuals with Disabilities

The contractor will not discharge or in any other manner discriminate against employees or applicants because they have inquired about, discussed, or disclosed their own pay or the pay of another employee or applicant.

However, employees who have access to the compensation information of other employees or applicants as a part of their essential job functions cannot disclose the pay of other employees or applicants to individuals who do not otherwise have access to compensation information, unless the disclosure is (a) in response to a formal complaint or charge, (b) in furtherance of an investigation, proceeding, hearing, or action, including an investigation conducted by the employer, or (c) consistent with the contractor's legal duty to furnish information. 41 CFR 60-1.35(c)

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