Analyst II Capital Solutions

Advisor Support Opportunity in Financial Services Analyst II, Capital Solutions

Location(s):

• Atlanta: 2300 Windy Ridge Pkwy SE, Suite 750, Atlanta, GA 30339
• La Vista: 12325 Port Grace Blvd, La Vista, NE 68128
• Oakdale: 7755 3rd St. N, Oakdale, MN 55128
• Scottsdale: 18700 N Hayden Rd, Suite 255, Scottsdale, AZ 85255
• St. Petersburg: 877 Executive Center Dr. W, Suite 300, St. Petersburg, FL 33702

Role Type: Full time

SALARIED

• Salary: $80,000 - $90,000 per year + annual bonus

Actual compensation offered will be determined individually, based on a number of job-related factors, including location, skills, experience, and education.

Our competitive salaries are just one component of Osaic’s total compensation package. Additional benefits include health, vision, dental insurance, 401(k), vacation and sick time, volunteer days and much more.

Osaic is seeking an Analyst II who will play an important role in supporting Osaic’s growth and retention goals by making capital accessible for advisors and their clients. The ideal candidate will bring strong analytical skills, the ability to make data-supported recommendations, and a desire to interface directly with our most important clients.

• Analyzes financial statements and performs cash-flow modeling to assess advisor financial health
• Conducts credit analyses to evaluate advisor credit worthiness
• Partners with corporate finance to evaluate advisor profitability
• Makes lending recommendations based on financial, credit, and profitability analyses
• Monitors existing loan portfolio and reports on performance metrics
• Identifies and implements strategies to automate work processes
• Presents to existing and prospective advisors and clients to market Osaic’s overall lending capabilities
• Consults one-on-one with advisors and their clients to understand their specific lending needs and recommend appropriate lending solutions
• Partners with relationship management team to develop capital deployment strategies that support advisor growth and retention goals
• Develops and maintains excellent relationships with colleagues across business units and with external partners

• Bachelor's degree from an accredited university in Accounting, Finance, Economics or another related field is required. Master’s degree preferred.

• Minimum 3 years’ experience in an analytical role
• Advanced skills in MS Office products particularly Excel and Power Point
• Strong analytical skills, including the ability to identify trends and drivers
• Strong written and verbal communication skills
• Comfortable presenting one‑on‑one and to large groups
• Highly motivated self‑starter able to anticipate challenges and resolve issues proactively
• Team player with a customer service mentality

• Experience working with Power Automate
• Experience working in Salesforce
• Prior financial services industry experience (wealth management, investment management, broker‑dealer, insurance, banking, specialty finance)