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 analysis, providing financial and operational insights. Responsibilities include 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) and 3+ years of experience, along with knowledge of valuation methodologies, proficiency in Microsoft Excel, and excellent communication skills. Pathward offers a competitive salary, performance-based incentives, and a comprehensive benefits package.

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

• Responsible for performing re-occurring and ad-hoc analysis, providing financial and operational insight to the Asset Management team by performing various budgeting, forecasting, planning, and reporting analyses
• Collateral and Market Analysis – 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. This requires knowledge of a wide range of asset types and an understanding of various finance structures.  It also requires a strong understanding of secondary market performance for a wide variety of asset classes
• New Deal Pricing – This will involve working directly with Credit and Sales to price multiple financial products, including leases and loans. The goal being to assist in facilitating competitive deal structures to drive new business volume and ultimately impact company growth. For FMV lease transactions, this will also include setting residual values
• Mid-term and End of Term Pricing – Work directly with Sales and/or customers to provide various FMV purchase and lease renewal options. This will include forecasting expected results and analyzing the economic impact that options will have on financial reporting
• Remarketing and Repossession of Equipment - Assist with the repossession and remarketing of defaulted and off-lease equipment through a combination of dealers, brokers, and end-users. This will include cultivating new relationships with third party repossession service providers, remarketers and/or continuing to grow existing partnerships
• Other duties as assigned

Benefits

• Salary range:  $49,918 .90 – $92,192.32
• This role is also eligible for an annual performance-based incentive opportunity
• Pathward offers a comprehensive benefits package for eligible employees, including health insurance, 401(k) retirement benefits, life insurance, disability benefits, paid time off, and more