Financial Analyst 5591

Tier4 Group; New York (NY); Hybrid; USD 55,000 - 83,000; Full time

Job summary

Tier4 Group in Midtown Manhattan (Hybrid) is seeking a Financial Analyst to support the Securities-Based Lending program, focusing on pipeline management, data analysis, and operational strategy. This role offers visibility and a path toward Financial Advisor.

The analyst will collaborate with lending, operations, and business partners, develop advisor-facing materials, and contribute to product enhancements while gaining experience in lending workflows and wealth-management processes.

Qualifications

• Bachelor's degree in Finance, Business, Economics or related field required.
• Strong Excel skills for data analysis, reporting, and tracking.
• Excellent written and verbal communication; detail oriented.

Responsibilities

• Support daily execution of the Securities-Based Lending program.
• Track pipeline activity and maintain documentation.
• Enter loan estimates and assist with operational reviews.
• Collaborate with lending, operations, and business partners.
• Develop advisor-facing materials and product resources.
• Produce KPI reports and maintain operational docs.
• Support advisor inquiries and new business sourcing.
• Ensure timely reporting and business continuity.

Skills

Excel data analysis

Attention to detail

Analytical thinking

Communication skills

Independent work

Multi-tasking

Education

Bachelor's degree in Finance/Business/Economics

Tools

Microsoft Excel

PowerPoint

Microsoft Word

Copilot for Microsoft 365

Job description

Financial Analyst (Securities-Based Lending)

Location: Midtown Manhattan, NY (Hybrid)

Duration: 6-Month Contract with Strong Potential for Extension

Career Growth: Opportunity to Develop into a Financial Advisor Role

Position Overview

We are seeking a motivated and detail-oriented Financial Analyst to support the daily execution and growth of our Securities-Based Lending (SBL) program. This role is ideal for an individual looking to build a career in financial services while gaining exposure to lending products, advisor engagement, business analytics, and operational strategy.

The Financial Analyst will work closely with lending, operations, and business partners to support pipeline management, reporting, product initiatives, and advisor-facing programs. This position offers significant visibility within the organization and provides an excellent foundation for future advancement into a Financial Advisor career path.

Key Responsibilities

• Support the day-to-day execution of the Securities-Based Lending (SBL) program.
• Track lending pipeline activity, maintain documentation, and manage follow-up actions.
• Enter loan estimates and support operational reviews of newly submitted lending opportunities.
• Work independently and collaborate across the lending team to advance strategic initiatives and resolve outstanding issues.
• Assist with advisor inquiries, product workflows, and new business opportunity sourcing.
• Maintain accurate records, project tracking, KPI reporting, and operational documentation.
• Monitor utilization reporting and key performance indicators to identify trends and opportunities.
• Collect and summarize advisor and field feedback to support product enhancements and process improvements.
• Develop advisor-facing materials including process guides, FAQs, training toolkits, and product resources.
• Support business continuity efforts by ensuring timely and accurate reporting and operational execution.
• Partner with cross-functional stakeholders to drive efficiency and improve the advisor experience.

Required Qualifications

• Bachelor's degree required; Finance, Business, Economics, or related field preferred.
• Strong Microsoft Excel skills required, including data analysis, reporting, and tracking.
• Proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Microsoft Copilot.
• Exceptional attention to detail and ability to manage multiple priorities under tight deadlines.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently with minimal supervision.
• Comfortable working in a fast-paced, collaborative environment.
• Ability to pass a non-registered fingerprint background check and qualify as a fingerprinted person under FINRA requirements.

Preferred Qualifications

• Previous experience in financial services, wealth management, banking, or lending operations.
• Experience supporting lending products such as:
• Securities-Based Lending (SBL)
• Credit-Based Products
• Other Wealth Management Lending Solutions
• Demonstrated ability to quickly learn new lending systems and tools.
• Understanding of lending workflows, operations, and the product lifecycle.

What We Offer

• Exposure to a growing and highly visible lending platform.
• Opportunity to work alongside experienced lending and wealth management professionals.
• Career development path with potential progression into a Financial Advisor role.
• Hybrid work environment in Midtown Manhattan.
• Contract position with strong likelihood of extension based on performance and business needs.