Asset Management Specialist II

Summary

Join Pathward, a hybrid, remote-office financial empowerment company, as an Asset Management Analyst. You will perform recurring and ad-hoc financial and operational analysis, including collateral and market analysis, new deal pricing, mid-term and end-of-term pricing, and remarketing/repossession of equipment. This role requires a bachelor's degree or equivalent experience, 3+ years of experience, knowledge of valuation methodologies, proficiency in Excel, and strong communication skills. Pathward offers a competitive salary, performance-based incentives, and a comprehensive benefits package including health insurance, 401(k), life insurance, disability benefits, and paid time off. The company values diversity and inclusion and encourages applications from all qualified individuals.

Requirements

• Bachelor's degree or equivalent education and work experience
• Typically, 3+ years with bachelor's or equivalent
• Knowledge of valuation methodologies and secondary market behavior for various asset classes
• Proficient in Microsoft Excel
• Knowledge of financial modeling
• Excellent verbal and written communication skills
• Collaborative
• Detail-oriented

Responsibilities

• Perform recurring and ad-hoc analysis, providing financial and operational insight to the Asset Management team by performing various budgeting, forecasting, planning, and reporting analyses
• Advise and document values of current and potential financed assets. This includes market research on equipment trends and forecasts to determine accurate current and future values of equipment
• Work directly with Credit and Sales to price multiple financial products, including leases and loans
• Work directly with Sales and/or customers to provide various FMV purchase and lease renewal options
• Assist with the repossession and remarketing of defaulted and off-lease equipment through a combination of dealers, brokers, and end-users
• Cultivate new relationships with third party repossession service providers, remarketers and/or continuing to grow existing partnerships
• Other duties as assigned

Benefits

• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off
• Annual performance-based incentive opportunity