Sr Analyst - Portfolio Manager

Ally and Your Career Ally Financial only succeeds when its people do - and that’s more than some cliché people put on job postings. We love this stuff! We see our people as, well, people - with interests, families, friends, dreams, and causes that are all important to them. Our focus is on the health and safety of our teammates as well as work-life balance and diversity and inclusion.

From generous benefits to a variety of employee resource groups, we strive to build paths that encourage employees to stretch themselves professionally. We want to help you grow, develop, and learn new things. You’re constantly evolving, so shouldn’t your opportunities be, too?

Work Schedule :
Ally designates roles as (1) fully on-site, (2) hybrid, or (3) fully remote. Hybrid roles are generally expected to be in the office a certain number of days per week as indicated by your manager. Your hiring manager will discuss this role's specific work requirements with you during the hiring process. All work requirements are subject to change at any time based on leader discretion and/or business need.

The Opportunity This role is in office in our Bethesda, MD office most days of the week.

Senior Analysts work with more senior team members in identifying, analyzing, closing, and monitoring middle market leveraged loans. Senior Analysts typically have 2-4 years of middle market leverage lending experience and have demonstrated sufficient knowledge of regulatory and risk policies. Senior Analysts are actively developing the skills required to independently close and manage leveraged loan transactions, have the capacity to engage with several projects concurrently, and operate with a high degree of autonomy in completing assigned tasks.

Senior Analysts are meaningful contributors to team successes and assume increasing levels of responsibility with underwriting and managing portfolio accounts.

The Work Itself Assist in transaction due diligence process, including review of business information, preparation of diligence requests, and participation in transaction discussions with clients

Perform financial analysis, including interpretation of historical and projected financial information

Prepare Excel-based, three statement financial modeling

Assist in compiling materials for investment committee presentations at various stages of transactions for review by Ally Corporate Finance senior management

Review work product from Analyst-level employees and provide constructive feedback to improve outputs, drive efficiencies, and facilitate growth

Assist deal team in reviewing reporting requirements related to portfolio investments, including financial statements and other regular client reporting, as well as updating internal reporting packages to be shared with Ally Corporate Finance senior management

Assist in ensuring investment regulatory compliance

Assist with special projects as required to gain broader understanding of business across various functions

Work towards building a foundation of credit knowledge, including understanding and adapting to Ally's overall credit and risk culture

The Qualifications We’re Looking For2+ Years of banking or lending experience. Auditing, underwriting, and financial and credit analysis preferred BA or BS in Accounting or Finance preferred

Completion of bank or other financial institution training program is preferred

Excellent communication (verbal and written), interpersonal and organizational skills

Highly analytical, detail oriented with problem solving capability

Ability to work independently with demonstrated strong time management skills

High level of accountability and the ability to effectively prioritize tasks

Highly motivated, self-starter

Technical:
Proficiency with Microsoft Office…