Job Title: Finance Analyst

Location: Stamford, CT

Note: Remote role, preferred local candidate first

Job Description:

Results-driven Asset & Wealth Management Analyst with expertise in credit underwriting, loan documentation, and portfolio management within securities-based lending (SBL).
Proven ability to enhance client experience by streamlining credit approvals, maintaining high accuracy levels, and meeting stringent turnaround timelines.
Skilled in financial analysis, demand forecasting, and predictive modeling using SQL, R, and Tableau to support data-driven decision-making.
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.

Finance Analyst

Key skills