Capital Markets Analyst I – Loan Trading

Pathward
Sioux Falls, Louisville
Workplace: RemoteFull timeUSD 60,000 - 100,500 annuallyFunction: Capital Markets, Trading & Quant0Education: bachelorsSkills: ["Communication","Critical thinking","Attention to detail"]

Assist in building and leading a whole loan trading platform while supporting secondary whole loan trading operations and daily reporting. Evaluate, structure, and execute structured finance transactions such as securitizations, whole loan sales, and forward flow agreements. Partner with capital sources and investors (including banks, insurers, hedge funds, and credit funds), prepare investor due diligence materials, and develop investor reporting, dashboards, and monthly business reviews.

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Pathward
Pathward
2 days ago

Capital Markets Analyst I – Loan Trading

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Last checked: 16 hours agoStatus: Live

Job Summary

Assist in building and leading a whole loan trading platform while supporting secondary whole loan trading operations and daily reporting. Evaluate, structure, and execute structured finance transactions such as securitizations, whole loan sales, and forward flow agreements. Partner with capital sources and investors (including banks, insurers, hedge funds, and credit funds), prepare investor due diligence materials, and develop investor reporting, dashboards, and monthly business reviews.
Location: Sioux Falls, Louisville
Workplace: Remote
Employment Type: Full time
Job Function: Capital Markets, Trading & Quant
Seniority: Entry level

Key Responsibilities

  • •Assist in building and leading the bank’s Capital Markets Whole Loan Trading platform.
  • •Provide analytical and operational support for secondary whole loan trading and lead day-to-day operations and reporting.
  • •Evaluate, structure, and execute potential structured finance transactions (including securitization, whole loan sales, and forward flow agreements).
  • •Drive execution with investment banks, insurance companies, hedge funds, credit funds, and private institutional investors.
  • •Develop and maintain investor reporting requirements, surveillance/internal dashboards, and monthly business reviews.

Pay and Benefits

Salary: USD 60,000 - 100,500 annually
Perks:Health Insurance401kLife InsuranceDisability BenefitsPaid Leave

Key Requirements

  • •Bachelor’s degree in Finance or related field.
  • •Working towards an MBA and/or CFA (a plus).
  • •0–2 years of experience in Whole Loan Acquisitions/Divestitures, Debt Capital Markets, Structured Finance, Specialty Lending, and/or Investment Banking.
  • •Strong communication skills to articulate investment merits to capital partners.
  • •Strong critical thinking and attention to detail.
Experience:0Investment bankingStructured financeSpecialty lendingDebt capital marketsCapital markets
Education:Bachelor's in Finance
Skills:CommunicationCritical thinkingAttention to detail
Certifications:CFA
Languages:English
Tech Stack:Financial modelingDashboard reporting

Company Brief

Pathward
Provides banking-as-a-service APIs, card issuing, deposit and payment solutions for fintechs, businesses, and partners. Offers integrated banking products including debit cards, program management, and compliance services to enable financial product delivery.
Industry: Fintech Infrastructure
Growth: Established Company
WebsiteLinkedIn