Experienced Financial Analyst, Portfolio Valuation and Fund Advisory (Structured Products) - Dallas or New York
Core
Valuing complex securities including structured products, asset-backed loans, and loan pools for financial institutions and funds.
Role type
Financial Analyst (Structured Products Valuation)
Builds
Valuation reports, pitch materials, and client deliverables for originators, hedge funds, and banks.
Domain
Financial Services / Structured Credit & Asset-Backed Securities
Deliverable
production ML models | product features | dashboards & analysis | client delivery
Required skills
discounted cash flow modeling, financial valuation theory, probability and statistics, Excel, market research, financial statement analysis
Preferred skills
knowledge of RMBS, CMBS, ABS, CLO, statistical packages (Intex, Bloomberg)
Responsibilities
Analyzing and valuing structured products and illiquid securities; calibrating proprietary valuation models; preparing client deliverables; participating in due diligence meetings; presenting valuation conclusions to clients and review committees; assisting with sales and marketing initiatives.
Seniority
Junior to Mid-level, hands-on IC