Analysis Skills, Asset Management, Customer Experience, Demand Forecasting/Planning, Financial Analysis, Investment Management, Loan Documents, Loan Operations, Loan Underwriting, Maintain Compliance, Operational Improvement, Operational Strategy, Predictive Modeling, Process Improvement, R Programming Language, Regulatory Compliance, Risk Analysis, SQL (Structured Query Language), Securities Lending, Tableau, Team Player, Time Management, Wealth Management
Job ID : 93921-1
Job Title : Finance Analyst
Location : Stamford CT/Remote
Duration : 6 months + possible extension
Rate Range: $35 - $45/hour on W2/ C2C (All inclusive)
Introduction
We are seeking a results-driven Asset & Wealth Management Analyst with expertise in credit underwriting, loan documentation, and portfolio management within securities-based lending (SBL). The ideal candidate will have a proven ability to enhance client experience by streamlining credit approvals, maintaining high accuracy levels, and meeting stringent turnaround timelines.
Required Skills & Qualifications
- Expertise in credit underwriting, loan documentation, and portfolio management.
- Proven ability to enhance client experience by streamlining credit approvals.
- Skilled in financial analysis, demand forecasting, and predictive modeling using SQL, R, and Tableau.
- Adept at evaluating risk, conducting portfolio reviews, and ensuring compliance with regulatory standards.
- Strong analytical and collaboration skills to drive efficient lending operations and improve business outcomes.
- Prior work experience at client or in client's Industry.
- Applicants must be able to work directly for Artech on W2.
Preferred Skills & Qualifications
- Experience in securities-based lending (SBL).
- Familiarity with regulatory standards and compliance.
- Experience with data-driven decision-making.
Day-to-Day Responsibilities
- Conduct financial analysis and demand forecasting.
- Perform predictive modeling using SQL, R, and Tableau.
- Evaluate risk and conduct portfolio reviews.
Company Benefits & Culture
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- Supportive and collaborative work environment.