Asset Management Specialist IV

Summary

Join Pathward, a hybrid, remote-office financial empowerment company, and contribute to our mission of creating financial inclusion. As an Asset Management Analyst, you will perform recurring and ad-hoc financial and operational analyses, including budgeting, forecasting, and reporting. You will advise on asset values, work with Credit and Sales teams on pricing financial products, and assist with remarketing off-lease equipment. This role requires a Bachelor's degree in Finance, Accounting, or equivalent, along with 8+ years of related experience. 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.

Requirements

• Having wide-ranging experience, uses professional concepts and company objectives to resolve complex issues in creative and effective ways. Some barriers to entry exist at this level (e.g., dept/peer review)
• Works on complex issues where analysis of situations or data requires an in-depth evaluation of variable factors
• Exercises judgment in selecting methods, techniques, and evaluation criteria for obtaining results
• Networks with key contacts outside own area of expertise
• Determines methods and procedures on new assignments and may coordinate activities of other personnel
• Bachelor's degree in Finance, Accounting, or equivalent education and work experience
• Typically requires a minimum of 8 years of related experience with a bachelor’s or equivalent
• Knowledge of a wide range of asset types and an understanding of various finance structures
• Strong understanding of secondary market performance for a wide variety of asset classes
• Solid understanding of valuation methodologies and secondary market behavior for various asset classes
• Proficient in Microsoft Excel
• Understanding of financial modeling

Responsibilities

• Perform reoccurring 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. Assist in facilitating competitive deal structures to drive new business volume and impact company growth
• Work directly with Sales and/or customers to provide various FMV purchase and lease renewal options including forecasting expected results and analyzing the economic impact that options will have on financial reporting
• Assist with the remarketing of off-lease equipment through a combination of dealers, brokers, and end-users
• Other duties as assigned

Preferred Qualifications

• Master's degree
• Understanding of superTRUMP and T-Value pricing calculators

Benefits

• Salary range: $82,918.25 – $153,136.92
• Annual performance-based incentive opportunity
• Health insurance
• 401(k) retirement benefits
• Life insurance
• Disability benefits
• Paid time off