Sr Analyst - Portfolio Manager

Ally; Bethesda (MD); On-site; USD 85,000 - 150,000; Full time

Benefits offered by this job

Time off & holidays

401K with matching

Tuition reimbursement

Employee stock purchase plan

Medical/Dental/ Vision

Life/disability insurance

Job summary

Ally Financial is seeking a Senior Analyst to join our Bethesda, MD team and advance the analysis, underwriting, and management of middle market leveraged loans.

You will collaborate with senior colleagues on due diligence, financial modeling, and portfolio reporting while handling multiple projects with autonomy in a dynamic banking environment.

Responsibilities

• Assist in transaction due diligence process, including review of business information, preparation of diligence requests, and participation in transaction discussions with clients
• Perform financial analysis, including interpretation of historical and projected financial information
• Prepare Excel-based, three statement financial modeling
• Assist in compiling materials for investment committee presentations at various stages of transactions for review by Ally Corporate Finance senior management
• Review work product from Analyst-level employees and provide constructive feedback to improve outputs, drive efficiencies, and facilitate growth
• Assist deal team in reviewing reporting requirements related to portfolio investments, including financial statements and other regular client reporting, as well as updating internal reporting packages to be shared with Ally Corporate Finance senior management
• Assist in ensuring investment regulatory compliance
• Assist with special projects as required to gain broader understanding of business across various functions
• Work towards building a foundation of credit knowledge, including understanding and adapting to Ally's overall credit and risk culture

Job description

Bethesda, MD

Full time

R2600695

Ally and Your Career

Ally Financial only succeeds when its people do - and that’s more than some cliché people put on job postings. We love this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion. From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You’re constantly evolving, so shouldn’t your opportunities be, too?

Work Schedule:

Ally designates roles as (1) fully on-site, (2) hybrid, or (3) fully remote. Hybrid roles are generally expected to be in the office a certain number of days per week as indicated by your manager. Your hiring manager will discuss this role's specific work requirements with you during the hiring process. All work requirements are subject to change at any time based on leader discretion and/or business need.

The Opportunity

This role is in office in our Bethesda, MD office most days of the week.

Senior Analysts work with more senior team members in identifying, analyzing, closing, and monitoring middle market leveraged loans. Senior Analysts typically have 2-4 years of middle market leverage lending experience and have demonstrated sufficient knowledge of regulatory and risk policies. Senior Analysts are actively developing the skills required to independently close and manage leveraged loan transactions, have the capacity to engage with several projects concurrently, and operate with a high degree of autonomy in completing assigned tasks. Senior Analysts are meaningful contributors to team successes and assume increasing levels of responsibility with underwriting and managing portfolio accounts.

The Work Itself

• Assist in transaction due diligence process, including review of business information, preparation of diligence requests, and participation in transaction discussions with clients

• Perform financial analysis, including interpretation of historical and projected financial information

• Prepare Excel-based, three statement financial modeling

• Assist in compiling materials for investment committee presentations at various stages of transactions for review by Ally Corporate Finance senior management

• Review work product from Analyst-level employees and provide constructive feedback to improve outputs, drive efficiencies, and facilitate growth

• Assist deal team in reviewing reporting requirements related to portfolio investments, including financial statements and other regular client reporting, as well as updating internal reporting packages to be shared with Ally Corporate Finance senior management

• Assist in ensuring investment regulatory compliance

• Assist with special projects as required to gain broader understanding of business across various functions

• Work towards building a foundation of credit knowledge, including understanding and adapting to Ally's overall credit and risk culture

The Qualifications We’re Looking For

• 2+ Years of banking or lending experience. Auditing, underwriting, and financial and credit analysis preferred

• BA or BS in Accounting or Finance preferred

• Completion of bank or other financial institution training program is preferred

• Excellent communication (verbal and written), interpersonal and organizational skills

• Highly analytical, detail oriented with problem solving capability

• Ability to work independently with demonstrated strong time management skills

• High level of accountability and the ability to effectively prioritize tasks

• Highly motivated, self-starter

• Technical: Proficiency with Microsoft Office products, including Word, Excel, and Power Point

• Experience with financial models desirable.

Minimum Qualifications

• 3+ years of experience

• High school Diploma or GED equivalent

How We'll Have Your Back

Ally's compensation program offers market-competitive base pay and pay-for-performance incentives (bonuses) based on achieving personal and company goals. Our Total Rewards program includes industry-leading compensation and benefits plus additional incentives that are designed to meet your needs and those of your family so you can get the most out of your career and your life, including:

Time Away: Program starts at 20 paid time off days in addition to 11 paid holidays and 8 hours of volunteer time off yearly (time off days are prorated based on start date and program varies based on full or part-time status and management level).

Planning for the Future: plan for the near and long term with an industry-leading 401K retirement savings plan with matching and company contributions, student loan pay downs and 529 educational save up assistance programs, tuition reimbursement, employee stock purchase plan, and financial learning center and financial coach access.

Supporting your Health & Well-being: flexible health and insurance options including medical, dental and vision, employee, spouse and child life insurance, short- and long-term disability, pre-tax Health Savings Account with employer contributions, Healthcare FSA, critical illness, accident & hospital indemnity insurance, and a total well-being program that helps you and your family stay on track physically, socially, emotionally, and financially.

Building a Family: adoption, surrogacy and fertility assistance as well as paid parental and caregiver leave, Dependent Day Care FSA back-up child and adult/elder care days and childcare discounts.

Work-Life Integration: other benefits including Mentally Fit Employee Assistance Program, subsidized and discounted Weight Watchers® program and other employee discount programs.

Other Compensations: depending on the role for which you are considered, you may be eligible for travel allowances, relocation assistance, a signing bonus and/or equity.

To view more detailed information about Ally’s Total Rewards, please visit this link: https://www.ally.com/content/dam/pdf/corporate/ally-total-rewards-snapshot.pdf

Who We Are

Ally Financial is a customer-centric, leading digital financial services company with passionate customer service and innovative financial solutions. We are relentlessly focused on "Doing it Right" and being a trusted financial-services provider to our consumer, commercial, and corporate customers. For more information, visit www.ally.com .

Ally is an equal opportunity employer committed to diversity and inclusion in the workplace. All qualified applicants will receive consideration for employment without regard to age, race, color, sex, religion, national origin, disability, sexual orientation, gender identity or expression, pregnancy status, marital status, military or veteran status, genetic disposition or any other reason protected by law.

In accordance with the Americans with Disabilities Act, if after review of the position expectations, you believe that you may need a medical accommodation to fulfill the duties of this role, please email [e-mail] with details of your accommodation request.

Base Pay Range

$85,000.00 - $150,000.00

An individual's position in the range is determined by the specific role, the scope and responsibilities of the role, work experience, education, certification(s), training, and additional qualifications. We review internal pay, the competitive market, and business environment prior to extending an offer.

Incentive Compensation:

This position is eligible to participate in our annual incentive plan.

We all work better as allies. Join a team that thrives on doing it right — whether we're helping people live their best financial lives or helping each other grow in our careers.

We're a leading financial services company serving over 11M customers through banking, auto financing, insurance and investment services. Our team's approach of celebrating differences and lifting each other up is consistently recognized on Fortune's 100 Best Companies to Work For list. Here, you'll find people who care about doing work that matters and making an impact in the communities we serve. Good enough is never enough for us — we're always looking for ways to be better, together.

CCPA Notice (https://www.ally.com/content/dam/pdf/corporate/ally_careers_ccpa_disclosures_ca_residents.pdf)