• Develop analytic models and data analysis to support business transformation recommendations. 
• Analyze business situations, design and build statistical-based models leveraging multiple data sources and tools for complex risk analysis
• Evaluate current practices and methods for reporting and analyzing data.
• Partner with businesses, technology and vendors to complete baseline activities and opportunities 
• Improve the current state and transform process and change initiatives, resulting in improved economics
• Gather data and analyze problems across projects to protectively recommend solutions to strategic transformation leads. 
• Work with the teams to execute the project plan according to objectives and timelines.
• Client responses are timely, and accurate, and provide expert insights into questions
• Articulate strategic and professional written and oral presentations to clients
• Deliver market insights and learnings, proactively communicated to the team frequently
• Proactive feedback regarding new or junior team members is provided to Vertical Strategists

Skills: Analytical Modeling, Statistical Analysis, Data Reporting and Analysis, Collaboration, Process Improvement, Problem Solving, Project Management, Communication

• Provide financial analysis, risk assessment and analytical support for specific accounts and projects across CPB Global Capital Markets Risk. 
• Analyze/assess complex Private Bank clients and special purpose entities for trading lines and capital markets products
• Recommend risk mitigation strategies for approval to senior risk managers, and manage risk exposures in assigned portfolio
• Cover various relationships within CPB Global Capital Markets Risk such as Standard CPB clients and Markets Direct Access clients in APAC.
• Utilize complex and diverse knowledge and understanding of credit and risks across various products and an opportunity 
• Develop skills in credit analysis, structuring, and the ability to identify, quantify risk and conceptualize risk mitigation solutions.
• Prepare periodic quarterly, semi-annual, and annual portfolio reviews of existing clients
• Work directly with senior risk and business colleagues to generate meaningful and detailed credit reviews.
• Maintains a sound understanding of different markets, products, strategies, tools and associated risks.
• Identify reputation risk and its cause/effects, and identify and analyze situations that create risk and legal liability for Citi.
• Work with Risk Managers in the preparation of portfolio risk analysis, ad-hoc regulatory requirement needs, and other ad-hoc assignments.
• Participate in transactions (upon further progression in the analyst role). 

Skills: Financial Analysis, Risk Assessment, Analytical Support, Risk Mitigation Strategies, Credit Analysis and Structuring, Portfolio Reviews, Collaboration, Market Knowledge

• Developing streamlined processes around periodic reporting for investor consumption
• Managing a high volume of day-to-day data and analysis requests from investors
• Analyzing asset and portfolio data to inform strategy and decision-making
• Creating self-serve analytics dashboards and repositories of data and analysis requests
• Helping in the seamless operation of different structured credit facilities
• Developing streamlined processes around periodic reporting for investor consumption
• Managing a high volume of day-to-day data and analysis requests from Drip’s investors
• Analyzing Drip’s asset and portfolio data to inform strategy and decision-making
• Creating self-serve analytics dashboards and repositories of data and analysis requests
• Helping in the seamless operation of different structured credit facilities

Skills: Process Development, Data Management, Financial Analysis, Dashboard Creation, Structured Credit Facility Management, Investor Relationship Management, Strategic Decision-Making, Process Optimization

• Assist in the management of the large volume of transaction activity (both internal and external)
• Organize and handle all documentation associated with the loan sale program
• Manage (and continue to refine & improve) metrics and dashboards that precisely and accurately measure loan sale activity
• Participate in hands-on loan evaluation as well as developing innovative efforts to optimize the loan sale process
• Provide timely internal reporting on all loan sale activity (weekly and monthly)
• Work cross-functionally to enhance our loan sale process and infrastructure (including exception reporting)
• Maintain working knowledge of investor guidelines and policies
• Uphold a high level of investor satisfaction by effectively communicating with key third-party relationships

Skills: Transaction Management, Documentation Management, Metric Analysis and Dashboard Management, Loan Evaluation, Reporting Skills, Cross-functional Collaboration, Investor Guidelines Adherence, Stakeholder Communication

• Support the Company's financial planning process including annual plans and interim forecast update
• Analyze monthly financial, operating results, and key metrics compared to plan and prior periods
• Deliver clear verbal and written explanations of analyses and findings
• Identify trends, risks, efficiencies, and/or opportunities through analysis
• Perform focused and consistent analysis of key business drivers to support operating and strategic initiatives
• Perform ad hoc financial forecasting, analyses, and modeling needed for corporate capital initiatives
• Assist with the coordination and preparation of Board Presentation packages
• Manage reporting requirements for capital providers
• Provide pricing analysis for potential funding partners
• Assist in analyzing and executing whole loan sales (and other funding outlets)
• Understand and communicate the credit profile and drivers of asset performance

Skills: Financial Analysis, Communication, Strategic Thinking, Forecasting and Modeling, Presentation Skills, Reporting Management, Pricing Analysis, Asset Performance Analysis

• Responsible for communicating and committing loans with many investors and disseminating the information to the appropriate parties. 
• Serve as a point of contact for branch offices and assist the Capital Market team in loan resolution. 
• Work well in a team setting while also being able to think independently and “outside of the box”.
• Identify and measure market opportunities to increase the profitability of the organization.
• Administrate locking loans for loan officers, and report data to the VP, of Capital Markets.
• Manage rate lock requests to ensure pricing accuracy and systems integrity.
• Assist with the management of intra-day interest rate risk position.
• Analyze and match loan criteria with investor guidelines to ensure maximum profitability and loan quality.
• Work with Optimal Blue pricing engine, Compass Analytics hedging and trading platform and Encompass loan origination system.
• Monitor lock pipeline for follow-up on lock expirations, cancellations, extensions
• Working with the post-closing team to ensure loans are delivered within investors' specific delivery times.
• Create and maintain reporting and analysis for the department.

Skills: Effective Communication, Team Collaboration, Analytical Skills, Attention to Detail, Risk Management, Technology Proficiency, Reporting and Analysis, Customer Service Orientation

• Work with  existing capital partners to strengthen and grow relationships
• Assist in establishing new relationships with potential capital partners including managing titles and deliverables throughout the fundraise
• Communicate and work across finance, credit, and engineering teams to further drive portfolio management and decision-making
• Build out analytical tools to evaluate current financing strategy and future potential financing stages
• Ensure proper delivery of financial reports and fulfill ad-hoc requests
• Manage offerings process from announcement to final settlement
• Assist with scheduling meetings/calls and preparing roadshow schedules
• Assist with preparations for a leading industry conference
• Coordinate with other internal back-office & trading personnel for booking/ticketing of Investment Banking/Equity Capital Markets transactions
• Lead and schedule internal conference calls to ensure pre-closing requirements have been met
• Maintain contact with other external settlement partners to identify, research, and resolve issues

Skills: Relationship Management, Business Development, Cross-Functional Collaboration, Financial Analysis, Reporting and Ad-hoc Support, Offerings Management, Event Coordination, Internal Coordination

• Maintain PPE/SS Site, maintain products, adjustments, eligibility, and user assignments
• Manage investor and broker-dealer relationships, TBA mortgage trades – coverage, settlement dates, pair-offs, rolls, and extensions
• Maintain company pricing, competitive pricing analysis, and manage GSE loan pooling
• Assist Accounting and Payroll through reports and analysis
• Develop and maintain reference tools for the company
• Monitor the lock desk mailbox, and loan delivery for each Capital Markets investor
• Assist Sales with pricing scenarios and management of the product and pricing engine
• Produce daily file that runs Capital Markets reports for pipeline intelligence around loan officer activities
• Develop policies and procedures for assigned areas and update
• Analyze process controls to ensure accurate, complete, and timely procedures, and escalate inconsistencies and problems
• Grasp mortgage capital markets knowledge that will lead to technology-driven processes and systematize pipeline management, loan tracking, shipping, and sales execution reporting.

Skills: Product Maintenance and Adjustments, Eligibility and User Assignments Management, Investor and Broker-Dealer Relationship Management, GSE Loan Pooling Management, Accounting and Payroll Support, Policy and Procedure Development, Process Control and Analysis

• Responsible for the analysis of loan portfolios and specific loan originator products, creation of expected cash flow models based on the analysis
• Make sense of large data sets, understand and transform large amounts of information into specified data templates. 
• Use all the information analyzed to make informed assumptions on the expected performance for investment opportunities
• Become the analytical expert and point person by understanding each deal opportunity in-depth
• Produce marketing materials for clients – both loan originators and institutional investors
• Build bespoke cash flow models, implementing various structural features such as specific fee structures and credit enhancements
• Contribute to the development and validation of new and existing analytical tools on the platform
• Support the business development and sales teams in their decision-making process for potential business partnerships with loan originators and institutional investors

Skills: Financial Analysis, Data Management, Financial Modeling, Analytical Skills, Subject Matter Expertise, Marketing Material Production, Tool Development, Business Support

• Working under the guidance of more senior team members and a manager
• Assist in managing the market risk oversight process and reporting for the Fixed Income Sales & Trading and Loan Trading businesses.
• Prepare reports and analyses for management’s daily consumption as well as monthly or quarterly governance meetings.
• Interact with LoB personnel to obtain market intelligence
• Support areas including Accounting, Operation, IT, Compliance and Business Controls regularly.
• Assist in improving pricing as well as measuring hedges and effectiveness.
• Gain familiarity and knowledge of the core functions of a commercial bank
• Become familiar with the MRR including calculating Value-at-Risk (VaR) and Stressed VaR (SVaR), stress test, back-testing, etc. 
• Assist senior team members to ensure compliance with the MRR and associated market risk measurement and management requirements.
• Accountable for consistent quality control, accuracy, and compliance with internal policies and regulatory requirements for reporting processes under ownership.

Skills: Team Collaboration, Market Risk Management, Analytical Skills, Market Intelligence Gathering, Cross-Functional Support, Financial Analysis, Commercial Banking Knowledge, Market Risk Measurement

• Prior experience in writing or participating in an RFP process
• Experience working with Yardi 
• Strong communication skills, both written and verbal
• Possess an understanding of the Real Estate industry and fundamentals
• Excellent editing and proofreading skills with acute attention to detail
• Strong quantitative skills and ability to understand and communicate Realterm’s Real Estate business and investment products to investors
• Exhibit effective organizational and time management skills
• Proficient in Microsoft Office suite of applications, specifically MS Word and MS Excel
• Ability to work independently as well as with a team, and comfortable working across the organization with all levels of management
• Flexibility to embrace change in a rapidly growing organization
• Present a clear interest in investment strategy, market dynamics, and real estate fundamentals
• Advanced Excel experience with financial models

Qualifications: BA in Finance with 6 years of experience

• Background in Finance, Real Estate, or other related fields
• Working experience within the financial sector conducting capital market (or related) activity
• Familiarity with loan documentation and loan files
• Intellectual curiosity around financial products to identify value to enhance our secondary sales effort
• Strong proficiency in the entire Microsoft Office Suite
• Highly skilled in MS Excel (ability to use pivot tables, create formulas, link multiple workbooks, etc.)
• Proficient detail-oriented communicator and listener
• The ability to prioritize and meet deadlines
• Strong written and verbal communication and time management skills

Qualifications: BA in Economics with 2 years of experience

• Experience in banking, credit, finance, financial data analysis, or a similar field
• Experience in the capital markets with a specific focus on capital budgeting and liquidity management
• Excellent Microsoft Office Suite skills (Word, Excel, PowerPoint, Outlook)
• Proficiency in SQL, visualization tools, and/ or other quantitative applications preferred
• Familiarity with asset-based lending
• Strong analytical skills with keen attention to detail
• Excellent written and verbal communication skills
• Effective time management and organizational skills
• The ability to juggle multiple projects at once
• The ability to work well under pressure and exercise sound judgment and discretion
• Enjoy working in a dynamic and fast-paced environment        

Qualifications: BA in Mathematics with 3 years of experience

• Knowledge of Black Knight products and services
• Working knowledge of the mortgage origination process, mortgage securities and markets
• Knowledge of Mortgage Secondary Markets including best execution of whole loan, MBS and retained/released sales methods
• Knowledge of the fundamentals of rate sheet and margin management
• Knowledge of options theory, derivative markets and instruments, macroeconomics, and financial markets.
• Knowledge of proprietary mortgage risk management, valuation analytics, and account management.
• Knowledge of mortgage servicing right valuation techniques, sensitivities and fixed income financial theory and practice.
• Strong quantitative skills with a solid grounding in basic mathematical and statistical concepts.
• Outstanding verbal and written communication skills to technical and non-technical audiences of various levels within Black Knight (e.g., executive, management, individual contributors) as well as outside the organization.
• Excellent analytical, decision-making, problem-solving, team, and time management skills.
• Positive outlook, strong work ethic, and responsiveness to internal and external customers and contacts.

Qualifications: BA in Accounting with 5 years of experience

• Work experience in the finance or microfinance sector (with banking, capital markets and lender experience).
• Strong understanding of lender requirements and the preparation of financial statements.
• Experience with leading, managing and working with different areas to complete a project/task.
• Experience in reviewing legal documentation (ideally loan contracts).
• Experience in managing key external relationships (e.g. lenders or major donors).
• Effective in written and verbal communication
• Strong analytical, critical thinking, and problem-solving skills
• High level of integrity and attention to detail
• Excellent interpersonal and communication skills
• Proactiveness to take on extra responsibilities in a fast-paced environment
• Ability to work independently and as part of a team
• Significant experience in Excel and PowerPoint

Qualifications: BA in Business Administration with 4 years of experience

• Quick learner and works well in a culturally diverse and team-oriented environment. 
• Demonstrates intellectual curiosity and an interest in continuous learning.
• Strong analytical and critical thinking skills, ability to synthesize large amounts of information, analyze risk and identify mitigating factors. 
• Desire to learn and grow in the area of corporate finance and financial markets.
• Demonstrates a high degree of attention to detail and an ability to complete work accurately and on time against strict deadlines.
• Highly collaborative and flexible in a team and client environment with the ability to form good relationships internally and externally. 
• Able to coordinate and communicate with various internal departments across the bank (middle/back office, global counterparts).
• Ability to organize thoughts and articulate points and provide summaries and explanations of transactions, orally or in writing to management or other internal departments.
• Strong accounting skills with an ability to read and interpret financial statements and perform cash flow analysis.
• Must be proficient in the use of MS Excel, Word, and PowerPoint.

Qualifications: BA in Statistics with 7 years of experience

• Strong finance background with finance experience at an investment bank, rating agency, financial advisory firm, real estate law firm, or investment firm
• Strong analytical capabilities to create cash-flow projections and design ad-hoc monitoring systems for unique transactions
• Ability to communicate briefly and effectively verbally or in writing
• Must have a strong interest in understanding the legal and mathematical aspects of the capital markets
• Ability to work in a high-paced, fluid environment, providing accurate information frequently on very short timelines.
• Software fluency must include Microsoft Excel, Word, and PowerPoint
• Excellent writing and outline development skills to quickly assess and report on developing situations and communicate complex ideas to audiences whose skills and experiences lie in other areas.

Qualifications: BA in Computer Science with 4 years of experience

• Experience in debt capital markets, finance or analytics at a FinTech, investment bank or asset manager
• Must be proficient in SQL
• Exposure to financial modeling, analysis and forecasting in Excel
• Strong self-management, drive and organizational skills with ownership and pride in your work
• Significant attention to detail, both in a quantitative and qualitative sense
• Ability to multi-task in a fast-paced, ambiguous environment, and be insatiable curiosity to learn
• Proficient knowledge of data analysis tools and techniques to include relevant job-related technical knowledge.
• Proficient knowledge and use of Microsoft Office applications.
• Relationship management experience with the ability to build rapport and provide quick responses with attention to detail and the ability to flex between multiple partners.
• Project management experience with proven organization and prioritization skills.
• Audit, risk, compliance, and control-related working experience.

Qualifications: BA in International Business with 9 years of experience

• Highly motivated and the ability to maintain a positive culture that is based on teamwork, respect and integrity
• Excellent written and verbal communication skills and an ability to communicate complex issues in a clear, concise manner
• Must have advanced Excel skills
• Project Finance modeling (i.e. discounted cash flow with multiple parties) experience.
• Experience creating reusable Excel templates, instead of single-use/purpose spreadsheets.
• Understanding of key financial concepts such as general ledgers, balance sheets, accrual vs. cash accounting, etc. to be able to understand and navigate financial data systems.
• Understanding of data tables and databases.
• An ability to perform in a team environment to achieve objectives
• Ability to prioritize many competing deadlines

Qualifications: BA in Quantitative Finance with 10 years of experience

• Work experience in energy capital markets, with preference for renewable energy capital markets
• Energy or infrastructure industry working experience
• Ability to coordinate and work as a team as well as contribute individually
• Requires an understanding of how financing contract terms and conditions influence economics and Clearway’s business model
• Must have a proven track record of successful project finance closings
• Experience in tax equity and/or energy project finance transactions
• Experience collaborating with internal deal teams as well as external consultants and lawyers to meet a deadline
• Excellent communication skills, both written and oral, including the ability to convey ideas and positions clearly
• Background with VBA, Python, etc. and an interest in becoming an expert through working on real-world projects.

Qualifications: BA in Finance with 6 years of experience