Asset Mgmt Specialist IV (Asset Manager, Equipment Finance)

HaylieRead Interior Design; United States; On-site; USD 82,000 - 154,000; Full time

Job summary

An innovative financial empowerment company seeks a skilled financial analyst to provide insights and support for asset management. This role involves advising on asset values, conducting market research, and collaborating with sales teams to drive business growth. The ideal candidate will have a strong background in finance, with expertise in financial modeling and market performance analysis. Join a diverse and inclusive team dedicated to creating financial opportunities for all, where your contributions will directly impact the company's mission and success. If you're passionate about finance and eager to make a difference, this opportunity is for you.

Benefits

Health Insurance

401(k) Retirement Benefits

Life Insurance

Disability Benefits

Paid Time Off

Qualifications

• 8+ years of experience in financial analysis and asset management.
• Bachelor's degree in Finance or Accounting required.

Responsibilities

• Perform budgeting, forecasting, and reporting analyses for the Asset Management team.
• Advise on values of financed assets and assist in pricing financial products.

Skills

Financial Analysis

Market Research

Financial Modeling

Valuation Methodologies

Microsoft Excel

Understanding of Finance Structures

Secondary Market Performance

Education

Bachelor's degree in Finance or Accounting

Master's degree in Finance or Accounting

Tools

superTRUMP

T-Value pricing calculators

Job description

Remote

We are a hybrid, remote-office company dedicated to growing our talent anywhere!

We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX

At Pathward, we take tremendous pride in our purpose to create financial inclusion for all. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high-quality financial products.

We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

About the Role:

Perform recurring and ad-hoc analysis, providing financial and operational insight to the Asset Management team by performing various budgeting, forecasting, planning, and reporting analyses.

What You Will Do:

• Advise and document values of current and potential financed assets. This includes market research on equipment trends and forecasts to determine accurate current and future values of equipment.
• Work directly with Credit and Sales to price multiple financial products, including leases and loans. Assist in facilitating competitive deal structures to drive new business volume and impact company growth.
• Work directly with Sales and/or customers to provide various FMV purchase and lease renewal options including forecasting expected results and analyzing the economic impact that options will have on financial reporting.
• Assist with the remarketing of off-lease equipment through a combination of dealers, brokers, and end-users.
• Other duties as assigned.

What You Will Need:

• Bachelor's degree in Finance, Accounting, or equivalent education and work experience. Master's degree preferred.
• Typically requires a minimum of 8 years of related experience with a bachelor’s or equivalent.
• Knowledge of a wide range of asset types and an understanding of various finance structures.
• Strong understanding of secondary market performance for a wide variety of asset classes.
• Solid understanding of valuation methodologies and secondary market behavior for various asset classes.
• Proficient in Microsoft Excel.
• Understanding of financial modeling.
• Understanding of superTRUMP and T-Value pricing calculators preferred.

The responsibilities listed above are not all inclusive and may be changed at any time.

Salary range: $82,918.25 – $153,136.92

This role is also eligible for an annual performance-based incentive opportunity. Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more.

Don’t have everything listed under qualifications? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single condition. At Pathward, we are dedicated to building a diverse and inclusive culture of belonging, so if you’re excited about this role but your experiences don’t match exactly to everything in the posting we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles.

Who we are:

Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.

We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.