Financial Analyst 5591

Financial Analyst (Securities-Based Lending)

Location: Midtown Manhattan, NY (Hybrid)

Duration: 6-Month Contract with Strong Potential for Extension

Career Growth: Opportunity to Develop into a Financial Advisor Role

Position Overview

We are seeking a motivated and detail-oriented Financial Analyst to support the daily execution and growth of our Securities-Based Lending (SBL) program. This role is ideal for an individual looking to build a career in financial services while gaining exposure to lending products, advisor engagement, business analytics, and operational strategy.

The Financial Analyst will work closely with lending, operations, and business partners to support pipeline management, reporting, product initiatives, and advisor-facing programs. This position offers significant visibility within the organization and provides an excellent foundation for future advancement into a Financial Advisor career path.

Key Responsibilities

• Support the day-to-day execution of the Securities-Based Lending (SBL) program.
• Track lending pipeline activity, maintain documentation, and manage follow-up actions.
• Enter loan estimates and support operational reviews of newly submitted lending opportunities.
• Work independently and collaborate across the lending team to advance strategic initiatives and resolve outstanding issues.
• Assist with advisor inquiries, product workflows, and new business opportunity sourcing.
• Maintain accurate records, project tracking, KPI reporting, and operational documentation.
• Monitor utilization reporting and key performance indicators to identify trends and opportunities.
• Collect and summarize advisor and field feedback to support product enhancements and process improvements.
• Develop advisor-facing materials including process guides, FAQs, training toolkits, and product resources.
• Support business continuity efforts by ensuring timely and accurate reporting and operational execution.
• Partner with cross-functional stakeholders to drive efficiency and improve the advisor experience.

Required Qualifications

• Bachelor’s degree required;
  Finance, Business, Economics, or related field preferred.
• Strong Microsoft Excel skills required, including data analysis, reporting, and tracking.
• Proficiency with Microsoft Office Suite, including Excel, Word, PowerPoint, and Microsoft Copilot.
• Exceptional attention to detail and ability to manage multiple priorities under tight deadlines.
• Strong analytical, organizational, and problem-solving skills.
• Excellent written and verbal communication skills.
• Ability to work independently with minimal supervision.
• Comfortable working in a fast-paced, collaborative environment.
• Ability to pass a non-registered fingerprint background check and qualify as a fingerprinted person under FINRA requirements.

Preferred Qualifications

• Previous experience in financial services, wealth management, banking, or lending operations.
• Experience supporting lending products such as:
• Securities-Based Lending (SBL)
• Margin Lending
• Credit-Based Products
• Other Wealth Management Lending Solutions
• Demonstrated ability to quickly learn new lending systems and tools.
• Understanding of lending workflows, operations, and the product lifecycle.

What We Offer

• Exposure to a growing and highly visible lending platform.
• Opportunity to work alongside experienced lending and wealth management professionals.
• Career development path with potential progression into a Financial Advisor role.
• Hybrid work environment in Midtown Manhattan.
• Contract position with strong likelihood of extension based on performance and business needs.

If you are an analytical professional with strong Excel skills, a passion for financial services, and an interest in growing toward an advisory career, we encourage you to apply.

Tagged as: Data Analysis, Excel, Pipeline Management