Sr. Analyst - Investments - Finacial Planning & Analysis
Protective LifeFull Time
Senior (5 to 8 years)
Candidates must possess a Bachelor’s degree, with 1-3 years of experience in a relevant field such as structured credit, asset management, structured finance, investment banking, private credit, direct lending, or fund operations. Experience with portfolio accounting software like Advent Geneva, World Investor, or similar systems is required, alongside familiarity with financial processes, audits, and compliance. Strong organizational and multitasking skills, proficiency in reconciling data and resolving issues across platforms, and the ability to collaborate effectively with cross-functional teams are also necessary.
The Junior Financial Operations Analyst will leverage provider documentation to prepare monthly and ad-hoc reports, efficiently facilitate and process new fundings and paydowns, organize and deliver documentation for audit support, manage monthly interest and principal distributions, reconcile platform issues, prepare interest invoices, ensure timely third-party payments, oversee borrower covenants, maintain precise records, assist the CEO of Art Finance with administrative tasks and data entry, and proactively learn and adapt to new responsibilities within a high-pressure environment.
Platform for alternative investments access
Yieldstreet provides a platform for individual investors to diversify their portfolios by investing in alternative asset classes such as real estate, private credit, and private equity, which are typically reserved for institutional investors. The company stands out by rigorously vetting investment opportunities, approving only 10% of evaluated deals, ensuring high-quality options for its members. Yieldstreet generates revenue through fees on investments and maintains transparency by publishing returns on matured investments. Its goal is to empower individual investors to access alternative investments that can help them achieve consistent returns.