Sr Analyst - Portfolio Manager

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

Benefits offered by this job

Annual incentive plan

Signing bonus

Equity

Job summary

Ally Financial is seeking a role based in our Bethesda, MD office focused on transaction diligence, financial analysis, and building three-statement models. You’ll work with Ally Corporate Finance to prepare materials for investment committee reviews and ensure compliance with reporting requirements.

The role involves analyzing historical and projected financial information, reviewing outputs, and collaborating with deal teams across functions.

Qualifications

• 3+ years of banking or lending experience; auditing, underwriting, and financial/credit analysis preferred.
• BA/BS in Accounting or Finance preferred.
• Completion of a bank or 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 strong time management.
• High level of accountability and prioritization.
• Technicals: Microsoft Office, including Word, Excel, PowerPoint.
• Experience with financial models desirable.

Responsibilities

• Assist in transaction due diligence, review business information and diligence requests.
• Perform financial analysis of historical and projected information.
• Prepare Excel-based, three-statement financial models.
• Assist in compiling materials for investment committee presentations.
• Review work product and provide feedback to improve outputs and efficiencies.
• Assist in reviewing reporting requirements for portfolio investments and update internal reporting packages.
• Assist in ensuring investment regulatory compliance.
• Support special projects to gain broader business understanding.
• Build foundation of credit knowledge aligned with Ally's risk culture.

Skills

Financial analysis

Due diligence

Excel modeling

Financial statements

Communication

Education

BA/BS in Accounting or Finance

High school Diploma or GED

Tools

Excel

PowerPoint

Job description

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?

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.

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

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.