Florida Analysis & Reporting Job Listings

Sr. Credit Risk Review Analyst - Commercial Lending63846045897603120

Workable

Sr. Credit Risk Review Analyst - Commercial Lending

Sr. Credit Risk Review Analyst - Commercial Lending Tampa, FL Join our highly skilled Credit Risk Review (CRR) team as a Senior Credit Risk Review Analyst specializing in Commercial Lending. CRR's primary objective is to provide timely and independent assessments of credit exposures and credit risk, with results reported directly to senior management and the Risk Committee of the Board of Directors. In this hybrid role (3 days in-office, 2 days remote), you'll provide independent, expert assessments of Commercial credit exposures. You may also take on the responsibility of Reviewer in Charge, leading review engagements, managing reviewers, conducting portfolio analysis, and summarizing findings from credit file samples. Your deep understanding of commercial lending and credit risk practices will be crucial in providing valuable insights and recommendations to enhance our credit risk management. Responsibilities Execute Complex Reviews: Independently assess complex credit and credit-related transactions, including facility structures and underwriting processes, leveraging your expert knowledge of credit policies and procedures. Understand inherent risk and the materiality of risk for credit transactions. Validate and Ensure Accuracy: Validate scorecard risk ratings and borrower credit administration. Ensure a thorough understanding of portfolio issues, trends, and root causes to effectively manage credit portfolios. Independent Reporting & Communication: Independently complete work papers, track issues, compile supporting documentation, and follow up on exam findings with business leaders. Act as a Second Level Reviewer and effectively communicate credit risk review objectives, outcomes, and recommendations for issue remediation. Risk Analysis & Monitoring: Analyze risk in assigned credit portfolios by reviewing relevant reports and assessing trends. Provide expert analytical insights, identify risk concentrations, systemic trends, or issues, and participate in continuous monitoring for assigned portfolios. Leadership & Expertise: Oversee file review activities of other reviewers as the Reviewer in Charge for assigned business segment(s). Perform assessments of file review results and findings to determine final ratings and draft review reports. Serve as an expert resource to the team. Market Acumen: Demonstrate an expert understanding of the credit cycle and the impact of economic indicators on key driving metrics. Possess expert knowledge of how and where to leverage industry and economic research tools into the review process. Requirements Qualifications Extensive Credit Expertise: Robust credit knowledge and strong experience in Commercial credit extension and management. Experience with Complex Transactions: 10+ years of Credit Risk or Credit Underwriting experience, specifically with larger, more complex transactions in Commercial, CRE, Corporate Banking, Leveraged Lending, Middle Market, etc. Communication Skills: Strong verbal and written communication skills, with the ability to navigate and handle difficult conversations effectively with stakeholders. Banking Experience: Experience at larger banks (asset size $80B+). Deal Size Exposure: Experience with average deal sizes of $50MM. Underwriting Background: Experience in underwriting for ABL, Business Banking, Corporate Banking/Mid-Market, or Lower Mid-Market commercial segments. Benefits $125,000 to $175,000+ Full benefits package Bonus + Paid Relocation Assistance

Tampa, FL, USA

$125,000-175,000/year

Valuations - Analyst / Associate63393510499587121

Workable

Valuations - Analyst / Associate

Arena Investors, LP is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors (“Quaestor”), is an affiliated Special Servicer, which provides mid and back-office services, including asset management, to Arena Investors and external clients. Quaestor is looking to expand the Valuations team, through the addition of a Valuations Analyst / Associate. In this role, the successful candidate will work under the SVP of Valuations. Responsibilities: Work on complex financial instrument valuation engagements, including valuations of equity, debt, derivatives, structured financial products, contingent considerations and hybrid securities for financial reporting and transactions. Review third-party business valuations for closely-held companies, publicly-traded companies, and private equity for financial reporting purposes (ASC 946, ASC 820, ASC 815, ASC 718 / IRC 409A, swaps, etc.), and strategic planning purposes Strong understanding of DCF, binomial, and option pricing modelling techniques. Demonstrate general knowledge in business valuation analyses using DCF, publicly-traded guideline company method, and comparative M&A transactions method. Perform market, industry, and economic research and analyses Review and summarize financial, corporate, and legal agreements and other documents Write narrative valuation reports and memorandums Explore and learn about the valuation issues in different industries for operating businesses, renewable energy systems and fractional interests in real estate Maintain active communication with supervisors throughout engagements and begin to develop client relationships Requirements Bachelor’s degree in Finance, Applied Mathematics, or other quantitative finance major, or Economics with a strong interest in pursuing professional designation; Master’s degree is a plus. Experience with valuing and reviewing debt and complex financial instruments/derivatives (swaps, contingent consideration, convertible debt, etc.) and related methodologies/ models/ software (Monte Carlo simulation, Binomial Models, Thomson Reuters or Bloomberg). 3-5 years valuation experience with a Big 4 or Top 20 public accounting and advisory firm. Demonstrated experience in both performing valuations and reviewing common stock, debt and derivative valuations, etc. Experience working with Capital IQ. Highly Proficient in Microsoft Office, especially Excel and Word Good understanding of the accounting standards related to financial instruments and valuations is a plus. Ability to work on multiple engagements simultaneously with competing priorities in a rapidly growing, fast-paced, interactive, results-based environment Excellent written, interpersonal, and presentation skills Python programming/coding is a plus Individuals on the path to obtaining the CFA qualification is a plus. Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Free Food & Snacks Wellness Resources

Jacksonville, FL, USA

Negotiable Salary

Asset Management Analyst63499790028033122

Workable

Asset Management Analyst

Arena Investors, LP (“Arena”) is a global investment management firm that seeks to generate attractive risk adjusted, consistent and uncorrelated returns by employing a fundamentals based, asset-oriented financing and investing strategy across the entire credit spectrum in areas where conventional sources of capital are scarce. Arena specializes in off-the-run, stressed, distressed, illiquid and esoteric special situation transactions through originations and acquisitions of asset-oriented investments across a wide array of asset types (including but not limited to private direct corporate credit, commercial real estate bridge lending, and commercial and consumer assets). Quaestor Advisors, LLC (“Quaestor”) is an affiliated Special Servicer, which provides mid and back office services, including asset management, to Arena Investors and external clients. Quaestor is looking to expand the Asset Management team through the addition of a Junior Analyst. In this role, this individual will support the senior members of the Asset Management Team and will report to the Head of Asset Management. The Asset Management Group’s primary responsibilities include asset valuation, risk management, portfolio surveillance, and maximization of return for the firm’s investment portfolio. Ideal candidates will be organized, self-motivated, resourceful, and be able to work effectively with all internal groups. Responsibilities: •Support the Asset Management team, focused on portfolio account surveillance, risk management, monitoring, reporting and valuation •Conduct comprehensive market research and comparable analysis of prospects and portfolio companies, in addition to the industries they participate in •Analyze management financial statements, cash flow forecasts, asset collateral quality/coverage, deal structure, covenants, and legal documentation •Generate detailed financial models, including those for projections, covenant sensitivity analysis, duration, and IRR and NPV calculations, amongst others •Assist in the generation of marketing and credit/performance reports and presentations •Continuously monitor assigned product sectors and portfolio companies. •Draft internal memorandum on existing and follow-on investments, account amendments/renewals and other investment committee presentations •Work with legal, financial, valuation and accounting advisors on account management, diligence and documentation •Help to structure transactions and assist with closing deals/amendments, etc. •Assist in the creation, implementation and documenting of process/procedural frameworks and file maintenance protocols •Lead and work on frequent project-oriented assignments Requirements The individual will have demonstrated an ability to work in a fast-paced, performance-driven environment with an ability to think broadly about the business, incorporating continual improvement of processes and procedures with a goal of excellence while focusing on accuracy and efficiency. •No more than 3 years related experience desired ideally in a leveraged finance investment banking capacity or direct lending/credit hedge fund role with formal credit training •MBA or CFA a plus •Strong quantitative and qualitative skills •Strong modeling skills and the ability to think flexibly, while analyzing a variety of situations; effective multi-tasker •Undergraduate degree from a top institution with a record of academic achievement – US GPA minimum requirement of 3.5 •Excellent oral and written communication skills •Positive attitude, strong work ethic and a desire to work collaboratively across the organization Benefits Health Care Plan (Medical, Dental & Vision) Retirement Plan (401k, IRA) Life Insurance (Basic, Voluntary & AD&D) Paid Time Off (Vacation, Sick & Public Holidays) Family Leave (Maternity, Paternity) Short Term & Long Term Disability Training & Development Free Food & Snacks Wellness Resources

Jacksonville, FL, USA

Negotiable Salary

Workable

Acquisitions Analyst

Title: Acquisitions Analyst Location: Boca Raton, FL About Kayne Anderson: Kayne Anderson Real Estate is a leading real estate investment firm, managing approximately $17 billion in assets (as of 1/1/2025) across opportunistic equity, core equity, and real estate debt, with sector expertise in medical office, seniors housing, off-campus student housing, multifamily housing, and self-storage. Kayne Anderson Real Estate is part of Kayne Anderson, a $37 billion alternative investment management firm with more than 40 years of experience in the real estate, credit, infrastructure, and energy sectors. With more than 110 professionals, Kayne Anderson Real Estate has consistently demonstrated its ability to bring more to an opportunity than equity capital, enhancing a project’s overall performance and quality by incorporating best practices and effective alternatives in the design, construction, documentation, financing, and operation of investments. The firm’s entrepreneurial spirit and resilient culture, combined with a reputation for quick response, firm commitment, and timely execution, has solidified Kayne Anderson Real Estate’s reputation and resulted in strong relationships with developers, owners, operators, financing sources, and other intermediaries. Position Overview: Kayne Anderson Real Estate is looking to recruit an Analyst level investment professional to work within the acquisitions and investment management team in underwriting, structuring, and modeling prospective acquisitions, developments, asset management, and dispositions. The role will work on assignments across all the firm’s verticals. The Analyst will be exposed to a high volume of underwritings and transactions. They will be required to come into the position with a strong real estate underwriting skill set. The high volume of underwriting and transactions will provide an exceptional opportunity for them to learn and expand their capabilities quickly. The most successful candidate will be a strong self-starter, have passion for their work, work tactfully to integrate themselves into the overall group, and will always be looking for an opportunity to learn from the team while actively progressing their assignments. The position will afford the successful candidate to learn through direct exposure to multiple asset classes and collaboration with all the business functions involved in a vertically integrated real estate operation while developing a broad range of financial modeling, analytical, and presentation skills. Furthermore, the Analyst will work directly with the senior members of each vertical and interact with partners and outside parties. Requirements General Position Responsibilities: Perform underwriting and financial modeling for acquisitions, developments, asset management, and dispositions, including discounted cash flows, monthly operating projections, joint venture structures and waterfalls, multi-layer financing, sensitivity analyses, and modification of existing models to accommodate unique deal-by-deal requirements. Research market data and other resources to support underwriting assumptions. Prepare Investment Committee Memorandums. Manage due diligence process, including third party reports, market studies, site visits, etc. Coordinate and facilitate the effective closing of a transaction by communicating with partners, maintaining internal checklists, tracking outstanding issues, and assisting other internal departments (including legal, capital markets, and construction). Support verticals with refinancing, disposition, and recapitalization efforts. Engage, with support of Directors/Managing Directors, with broker community to understand climate of specific verticals & track sales data. Compile, analyze, and develop an interpretation on the status of real estate markets across the country. This includes a detailed analysis of competitive properties, sales valuations, supply and demand fundamentals, and demographics. Requirements: Bachelor's Degree in Finance, Real Estate, Economics or similar business-related field, or equivalent experience/education preferred 2-4 years related financial experience with exceptional analytical skills and a strong understanding of financial concepts Clear written and verbal communication skills High proficiency in Excel, Word, PowerPoint, and other MS Office programs Prior experience or willingness to learn Argus and 3rd party research databases such as Axiometrics, CoStar, RCA, Capital IQ, and Green Street Advisors Masters Degree in Real Estate or Finance preferred This position will be based in the firm’s Boca Raton, Florida office Benefits Competitive medical, dental, and vision insurance Flexible spending accounts (dependent care, healthcare, limited purpose FSA) Accident and Critical Illness insurance Long Term Disability insurance Competitive 401(k) benefits Pet healthcare savings program Member’s Only Healthcare - healthcare navigation WellHub - corporate wellness platform $10,000 lifetime reimbursement for family forming services (e.g. IVF, adoption, surrogacy) Rocket Lawyer legal benefits Reimbursement of professional society memberships and exam fees Up to $10,000 matching annually for contributions to qualified non-for-profit organizations Parental leave Employment with the company is contingent on the applicant being able to provide proof of eligibility to work in the United States at the time of hire. Equal opportunity employer. All aspects of employment including the decision to hire, promote, discipline, or discharge, will be based on merit, competence, performance, and business needs. We do not discriminate on the basis of race, color, religion, marital status, age, national origin, physical or mental disability, medical condition, pregnancy, genetic information, gender, sexual orientation, gender identity or expression, veteran status, or any other status protected under federal, state, or local law.

Boca Raton, FL, USA

Negotiable Salary

Credit Derivatives Analyst63499784693249124

Workable

Credit Derivatives Analyst

OTC Interest Rate and Credit Derivatives Analyst Tampa FL or Tempe, AZ (4 days onsite, 1 day remote) 95-125K + Bonus + Paid Relocation OTC Interest Rate and Credit Derivatives Analyst ensures all relevant processing and maintenance functions are completed accurately within prescribed timeframes and in accordance with established departmental procedures. Responsibilities: Draft and review ISDA paper confirmations for Interest Rate products. Process/review Markitwire (electronic) confirmations for Interest Rate products. Process/review TradeServ (electronic) confirmations for Credit Derivatives. Ensure all documentation complies with ISDA and market practice. Interact with Counterparty, Front Office and Legal as needed to resolve confirmation issues. Ensure the tracking of outstanding confirmations is recorded and reported to management. Respond to internal and external inquiries timely and with professionalism. Understand the roles and responsibilities of other units we deal with and effectively interface with those units when required. Work with the team and assist with ad-hoc requests and project related tasks. Participate in user acceptance testing for systems upgrades, database conversions and introduction of new systems. Provide training to other team members as needed. Requirements Qualifications: Proficiency of ISDA Interest Rate Derivatives Definitions. 5-7 years of Interest Rate Documentation experience within a banking/investment banking environment. High degree of accuracy and attention to detail; must be able to effectively manage time and prioritize multiple responsibilities; strong organizational and communication skills (both verbal and written); proficient at Microsoft Excel and Word; strong analytical and problem-solving skills; ability to quickly adapt to change and work in a deadline-oriented environment; ability to work independently and as part of a team. Bachelor’s Degree required. Benefits Health and wellness benefits Retirement plans Educational assistance and training programs Income replacement for qualified employees with disabilities Paid maternity and parental bonding leave Paid vacation, sick days, and holidays

Tampa, FL, USA

$95-125/year