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Supports budgeting, forecasting, business planning, management reporting, variance analysis, financial modeling, and performance reviews. The role analyzes financial and operational trends, prepares actionable insights, validates assumptions with stakeholders, and improves FP&A reporting through automation and standardization. It also ensures reporting accuracy, alignment with accounting principles, and timely delivery of recurring financial outputs.

Onboard and manage client investment portfolios across structured finance, whole loans, ABS, and CRE. Process and validate portfolio data, interpret transaction documents, monitor cash flows and financial covenants, review reports, and deliver portfolio analytics to clients. Coordinate stakeholders, manage deadlines, ensure data integrity, address client questions, and identify process improvements while maintaining quality and accuracy.

Supports B2B pre-sales activities by preparing product demonstrations, researching markets, generating qualified leads, managing CRM opportunities, designing solution offerings, responding to RFIs and RFPs, delivering pitches and proofs of concept, coordinating vendor due diligence, and contributing to marketing collateral. The role requires strong communication, presentation, visualization, research, collaboration, commercial judgment, and independent working skills, with preferred exposure to financial services, technology, BFSI, or capital markets.

Owns client project delivery, technology platform implementations, and post-implementation support for financial investment solutions. Acts as the liaison between clients and development teams, managing enhancements, change requests, issues, risks, and stakeholder alignment. Performs portfolio analytics, monitoring, surveillance, reporting, financial due diligence, and performance analysis. Provides strategic recommendations to improve operational efficiency, portfolio outcomes, and client satisfaction.

Supports institutional investors across investment transactions involving credit and alternative assets. Builds and reviews financial models, performs valuations, scenario and sensitivity analyses, and designs payment waterfalls. Presents valuation outputs and investment analyses to clients, investors, auditors, and third parties. Develops valuation approaches for new asset types, contributes to private-markets platform enhancements, prepares investment summaries and credit memos, and mentors junior team members while overseeing smaller teams.