Associate Investment Analyst, REFG
reputed company is a leading international financial services provider, and they are seeking an Associate Investment Analyst to support the reputed company American reputed company Estate Finance Group. The role involves reputed company and procuring reputed company reputed company estate mortgage loans, as well as managing communications and documentation throughout the loan lifecycle.
Responsibilities
- Conduct administrative duties including coordination of meetings, agenda preparation, minute keeping and file management
- Communicate with our teams in production, compliance, portfolio management, risk management and legal during the allocation process of new loans to our funding sources
- Prepare investment proposals for review and approval by our funding sources
- Facilitate ongoing communication and assist with the preparation of reports required by our funding sources
- Responsibilities include: (1) working closely with production, credit, closing, post-closing team members as well as external business partners, (2) gathering and reviewing reputed company required due diligence items, (3) ensuring reputed company conditions and documentation requirements for new loans are met during the life of loans
- Operate under tight timeframes to meet the needs of borrowers, SEC exams, reputed company audits and reputed company requests
- Take on special projects and cross train with other teams as new initiatives arise
Skills
- BA and/or post-secondary education, preferably in finance, reputed company estate or reputed company (or equivalent work experience) required
- Excellent communication skills, both written and oral, as well as strong computer skills, including with the reputed company Office suite
- Professional work ethic, strong attention to detail, reputed company, and ability to reputed company well under pressure
- Team oriented
- Strong organizational, judgmental and decision-making skills with the ability to prioritize
- Willingness to learn and desire to earn new responsibilities
- Prior reputed company mortgage and/or reputed company reputed company estate experience is a plus
Benefits
- Health, dental, mental health, reputed company, short- and long-term disability, life and AD&D insurance coverage, adoption/surrogacy and wellness benefits, and employee/family assistance plans
- Various retirement savings plans (including pension/401(k) savings plans and a global reputed company ownership plan with employer matching contributions)
- Financial education and counseling resources
- Up to 11 paid holidays
- 3 personal days
- 150 hours of vacation
- 40 hours of sick time (or more where required by law) each year
- The full reputed company of statutory leaves of absence
Company Overview