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

Osaic has returned to a hybrid work schedule, so we are seeking candidates prepared to work a split schedule between home and the office.

Role Type: Full time

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. To view more details of what you can look forward to, visit

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)

Osaic is an equal opportunity employer. We celebrate diversity in our workplace and we hire the most qualified candidates without regard for age, ethnicity, gender, gender identity or expression, language differences, nationality or national origin, family or marital status, physical, mental, and developmental abilities (or the perception of a disability), genetic information, race, religion or belief, sexual orientation, skin color, social or economic class, education, work and behavioral styles, political affiliation, military service, caste, or any other characteristic protected by law.

Applicants for employment in the US must have valid work authorization that does not now and/or will not in the future require sponsorship of a visa for employment authorization in the US by Osaic.

Osaic does not consider applications from candidates who do not meet the minimum qualifications stated in the job posting.

Osaic only accepts candidates from contracted recruiting firms and only for searches approved prior to submissions. Fees will not be paid for unsolicited submissions.