Osaic is seeking an Analyst II who will play an important role in supporting Osaic's growth and retention goals by making capital accessible for advisors and their clients. The ideal candidate will bring strong analytical skills, the ability to make data-supported recommendations, and a desire to interface directly with our most important clients.
Responsibilities
Analyzes financial statements and performs cash-flow modeling to assess advisor financial health
Conducts credit analyses to evaluate advisor credit worthiness
Partners with corporate finance to evaluate advisor profitability
Makes lending recommendations based on financial, credit, and profitability analyses
Monitors existing loan portfolio and reports on performance metrics
Identifies and implements strategies to automate work processes
Presents to existing and prospective advisors and clients to market Osaic's overall lending capabilities
Consults one-on-one with advisors and their clients to understand their specific lending needs and recommend appropriate lending solutions
Partners with relationship management team to develop capital deployment strategies that support advisor growth and retention goals
Develops and maintains excellent relationships with colleagues across business units and with external partners
Education Requirements:
Bachelor's degree from an accredited university in Accounting, Finance, Economics or another related field is required. Master's degree preferred.
Basic Requirements
Minimum 3 years' experience in an analytical role
Advanced skills in MS Office products particularly Excel and PowerPoint
Strong analytical skills, including the ability to identify trends and drivers
Strong written and verbal communication skills
Comfortable presenting one-on-one and to large groups
Highly motivated self-starter able to anticipate challenges and resolve issues proactively
Health insuranceDental insuranceVision insurance401(k)Paid time offPerformance bonus
Additional Information
Current Employees and Contractors Apply Here
Osaic Careers
Advisor Support Opportunity in Financial Services
Analyst II, Capital Solutions
Location(s): Atlanta: 2300 Windy Ridge Pkwy SE, Suite750, Atlanta, GA 30339
La Vista: 12325 Port Grace Blvd, La Vista, NE 68128
Oakdale: 7755 3rd St. N, Oakdale, MN 55128
Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702
Osaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office.
Role Type: Full time
SALARIED
Salary: $ 8 0 , 000 - $ 90 , 000 per year + annual bonus
Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.
Our competitive salaries are just one component of Osaic's total compensation package. Additional benefits include: health, vision, dental insurance, 401k, vacation and sick time, volunteer days and much more. To view more details of what you can look forward to, visit our careers page: https://careers.osaic.com/Creative/Benefits
Advisorgroup · Scottsdale, AZ