Asset Mgmt Specialist IV
Remote
We are a hybrid, remote-office company dedicated to growing our talent anywhere!
We have onsite locations in: Sioux Falls, SD, Scottsdale, AZ, Troy, MI, Franklin, TN, Dallas, TX
At Pathward, we take tremendous pride in our purpose to create financial inclusion for all™. We are a financial empowerment company that works with innovators to increase financial availability, choice, and opportunity for all. We strive to remove barriers that traditional institutions put in the way of financial access, and promote economic mobility by providing responsible, secure, high quality financial products.
We are a team of problem solvers and innovators who celebrate our differences and know that our unique perspectives make us stronger and well-positioned for success. We celebrate, and embrace, our team members through our *HUMBLE*HUNGRY*SMART approach, and we believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.
About the Role:
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.
What You Will Do:
- 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.
What You Will Need:
- 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. Master's degree
preferred. - 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
- Understanding of superTRUMP and T-Value pricing calculators preferred
The responsibilities listed above are not all inclusive and may be changed at any time.
Salary range: $82,918.25 – $153,136.92
The salary range reflects the minimum and maximum target for a new hire in this role. Individual pay within the range will be determined by multiple factors which can include but are not limited to a candidate’s experience, qualifications, skills, and location. Your recruiter can share more about the specific salary for your location during the hiring process. Ranges may be modified in the future.
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.
#LI-Remote
Don’t have everything listed under qualifications? Studies have shown that women and people of color are less likely to apply to jobs unless they meet every single condition. At Pathward, we are dedicated to building a diverse and inclusive culture of belonging, so if you’re excited about this role but your experiences don’t match exactly to everything in the posting we encourage you to apply anyway. You may be just the right candidate for this or other Pathward roles.
Who we are:
Our commitment to inclusion is woven into our DNA. We believe that we are strongest when we embrace the voices of our employees, customers, partners, and the communities we serve.
We provide equal employment opportunities (EEO) to all employees and applicants for employment without regard to race, color, ethnicity, religion, sex, sexual orientation, gender identity, transgender status, pregnancy, national origin, age (age 40 and over), disability, genetic information, marital status, hair texture or hairstyle, ancestry, service in the uniformed services, protected veteran status, status as a victim of domestic violence or any other class protected by federal, state and local laws.
Please click here to learn more about our benefits and review information about our Privacy Policy, Affirmative Action Plan and other notices. Applicants with disabilities may be entitled to reasonable accommodation under the terms of the Americans with Disabilities Act and certain state or local laws. For assistance completing an application, please contact a Pathward People & Culture Representative by emailing – careers@pathward.com
Please click here to view Pathward's Applicant Privacy Notice.
Applications will be accepted for a minimum of 3 days after posting, and there is no predetermined date by which applications should be submitted.
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ApplyJob Profile
RestrictionsRemote
Benefits/PerksAnnual performance-based incentive Annual performance-based incentive opportunity Comprehensive benefits package Disability Disability benefits Financial empowerment focus Health insurance Inclusive culture Life Insurance Paid Time Off Performance-based Incentive Remote work Team Collaboration
Tasks- Advise on asset values
- Assist in deal structures
- Other duties as assigned
- Perform financial analysis
- Price financial products
- Remarket off-lease equipment
- Sales
Accounting Analysis Budgeting Excel Finance Financial analysis Financial modeling Financial products Financial reporting Forecasting Management Market Research Microsoft Microsoft Excel Modeling Reporting Research Sales Supertrump T-value pricing calculators Valuation methodologies
Experience8 years
EducationAccounting Bachelor's Bachelor's degree Bachelor's degree in Finance Business Equivalent Equivalent Education Finance Management Master's Master's degree