Securities-Based Lending Analyst — Hybrid NYC Growth Path

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

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.