- Bachelor's Degree Finance or quantitative related field - Required
- Master's Degree Finance or quantitative related field - Preferred
- Typically, 10+ years of experience in banking, investment banking, insurance, investment advisory and/or capital markets with specific experience structuring and executing private ABF transactions. - Required
- Proven experience in cashflow modeling and structuring across multiple ABF sectors. - Required
- Strong working experience with credit rating agencies and legal teams used in ABF financings and underwritings. - Required
- Experience across various ABF collateral types (commercial and consumer) - specifically structuring to achieve long-term capital efficiency for insurance clients. - Required
- Prior and successful experience generating collateral performance assumptions, evaluating credit risk and negotiating deal terms. - Required
- Strong public, 144a, 4a2, and loan deal execution performance history and credit underwriting skills. - Required
- Developed effective relationships and management skills within private asset backed sectors. - Required
- Demonstrated excellent in-person presentation skills, both oral and written. - Required
- Proven team player with the ability to be a leader and manager for the sector and team on multiple transactions at any one time. - Required
- Superior and proven organizational skills in order to handle multiple complex transactions simultaneously. - Required
- Demonstrated ability to successfully interact effectively with senior executives inside and outside our organization. - Required
- CFA - Preferred
Work Setting/Position Demands:
- Works in an office setting and remains in a stationary position for long periods of time while working at a desk, on a computer or with other standard office equipment, or while in meetings.
- Requires the ability to verbally communicate and exchange accurate information to customers and associates on a regular basis.
- Requires visual acuity to read and interpret a variety of correspondence, procedures, reports and forms via paper and electronic documents, visual inspection involving small defects; small parts, and/or operation of machinery (including inspection); using measurement devices continuously. Visual acuity is required to determine accuracy, neatness, and thoroughness of work assigned.
- Requires the ability to prepare written correspondence, reports and forms using prescribed formats and conforming to rules of punctuation, grammar, diction, and style on a regular basis.
- Requires the ability to apply principles of logical thinking to define problems, collect data, establish facts, and draw valid conclusions
- Performs substantial movement of wrists, hands, and fingers for continuous computer work.
- Extended hours required during peak workloads or special projects/events.
- Associate must be able to travel via airplane
- Associate must be able to travel via car
- Routine and/or extended after hours work needed
Travel Requirements: