investor relations analyst

Saudia Dairy & Foodstuff Company (SADAFCO)

<div>
 
 
 
 Purpose of the Job
 
 
 
 
 
 
 
 The Investor Relations &amp; Reporting Manager is responsible for the company&rsquo;s investor relations, reporting and external communications related to financial performance. The role ensures timely, accurate, and compliant disclosures to the market, supports earnings and investor engagement, and enhances transparency and credibility with investors, and analysts.
 
 
 
 
 Key Accountabilities
 
 
 
 <ol>
 <li>
 
 Investor Relations execution
 
 </li>
 </ol>
 <ul>
 <li>
 Execute the company&rsquo;s Investor Relations strategy, including positioning, messaging, and engagement plans with investors and analysts.
 </li>
 <li>
 Support the line manager in terms of communication with investors, analysts, and rating agencies; respond to queries in a consistent and controlled manner.
 </li>
 <li>
 Organize and manage:
 </li>
 <li>
 Earnings calls and presentations
 </li>
 <li>
 Investor/analyst meetings and roadshows (local &amp; international)
 </li>
 <li>
 Conferences and investor events
 </li>
 <li>
 Monitor market perception, analyst reports, shareholder base trends, and peer benchmarking to inform management decision-making.
 </li>
 </ul>
 
 
 
 <ol>
 <li>
 
 Disclosure &amp; Communications
 
 </li>
 </ol>
 <ul>
 <li>
 Coordinate and review financial performance disclosures and announcements, ensuring accuracy, clarity, and compliance with applicable disclosure obligations.
 </li>
 <li>
 Draft, review, and finalize:
 </li>
 <li>
 Tadawul announcements (financial results)
 </li>
 <li>
 Investor presentations &amp; fact books FAQs and
 </li>
 <li>
 Earnings presentations.
 </li>
 </ul>
 
 
 
 <ul>
 <li>
 Ensure disclosure is consistent across channels (Tadawul, IR website, presentations, press releases) and aligned with approved governance.
 </li>
 </ul>
 
 
 
 <ol>
 <li>
 
 Financial Reporting (Management Reporting)
 
 </li>
 </ol>
 <ul>
 <li>
 Prepare periodic reporting packages including:
 </li>
 <li>
 Monthly management reports
 </li>
 <li>
 Support on preparing Board and its subcommittee&rsquo;s presentation in direction of the line manager.
 </li>
 <li>
 ensure external reporting aligned with audited/approved numbers and internal performance story.
 </li>
 <li>
 Support the annual/sustainability reports process including integration of financial related disclosures.
 </li>
 <li>
 Provide variance analysis (actual vs budget/forecast)
 </li>
 <li>
 Provide insights on financial performance, Market trends &amp; Competitive positioning
 </li>
 </ul>
 
 
 
 
 
 
 
 
 
 <ol>
 <li>
 
 Investor Relations Content &amp; Systems
 
 </li>
 </ol>
 <ul>
 <li>
 Maintain investor relations sections of the corporate website, ensuring: up-to-date disclosures, investor materials archive, financial statements and presentations.
 </li>
 <li>
 Maintain IR databases (investor contacts, meeting logs, shareholding analysis).
 </li>
 <li>
 Ensure appropriate documentation and archiving of investor communications (for auditability and governance).
 </li>
 <li>
 Track, follow up, and resolve shareholder inquiries in a timely manner once received.
 </li>
 </ul>
 
 
 
 
 
 
 Key Success Factors
 
 
 
 <ul>
 <li>
 Accurate and timely quarterly and annual investor communications
 </li>
 <li>
 High-quality earnings presentation, script notes, Q&amp;A preparation
 </li>
 <li>
 Compliant Tadawul announcements with robust internal approvals
 </li>
 <li>
 Investor targeting and engagement plan, with measurable outcomes
 </li>
 <li>
 Regular shareholder base analysis and peer benchmarking
 </li>
 </ul>
 
 
 
 
 
 
 Job Requirements
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s degree in finance, Accounting, Economics, Business Administration, or related field.
 </li>
 <li>
 Preferred: MBA, CFA, CPA/SOCPA, or equivalent professional certifications.
 </li>
 <li>
 6&ndash;10 years of experience in investor relations, financial reporting, corporate finance, audit, or capital markets.
 </li>
 <li>
 Proven experience in a listed company environment or with exposure to listed-company reporting requirements.
 </li>
 <li>
 Strong understanding of IFRS and external reporting cycles.
 </li>
 <li>
 Strong stakeholder management experience with investors.
 </li>
 <li>
 Accurate and detail oriented without losing the big lines; business acumen
 </li>
 <li>
 Ability to work under pressure and handle deadlines
 </li>
 <li>
 Professional attitude: commitment to strong work ethics, integrity and honesty
 </li>
 <li>
 Knowledgeable and experienced with Microsoft Office programs, in particular Word, PowerPoint and Excel
 </li>
 <li>
 Languages: Arabic, English fluent (spoken, reading and writing)
 </li>
 </ul>
 
 
 
 Key Competencies
 
 
 
 <ul>
 <li>
 Ability to translate financial performance into clear investor messaging.
 </li>
 <li>
 Excellent business writing and presentation skills (Arabic/English preferred).
 </li>
 <li>
 Strong understanding of disclosure principles (materiality, timing, consistency).
 </li>
 <li>
 Strong project management and deadline discipline (tight quarterly cycles).
 </li>
 <li>
 High integrity, confidentiality, and professionalism (handles price-sensitive information).
 </li>
 <li>
 Strong communication and negotiation skills; confident in investor-facing settings.
 </li>
 </ul>
 
 
 
</div>

Investor Relation & Reporting Manager

soum

<div><div><div>Role: Financial Analyst</div>
<div>Location: Pakistan (Remote)</div>
<div>Work Week: Sunday &ndash; Thursday</div>
<div>Work Timings: 9:00 AM &ndash; 6:00 PM (Saudi Arabian Time Zone)</div>
<div></div>
</div><div><h3 class="jobSectionHeader">About Us:</h3>

Soum is on a mission to revolutionise e-commerce in the MENA region and beyond by building the most convenient and trustworthy re-commerce marketplace in the region. We're reshaping how C2C marketplaces operate, making buying and selling second-hand products seamless and reliable.

Since our launch in July 2021, Soum has become one of the fastest-growing startups in the region, achieving rapid expansion in both our team and product offerings. In recognition of our impact and growth, we are proud to have been named one of the Top 10 LinkedIn Startups in Saudi Arabia for 2024.
<h3 class="jobSectionHeader">
Role Overview:</h3>

We&rsquo;re seeking a Financial Analyst to drive high-impact financial planning, investor readiness, and strategic decision-making across the business. You&rsquo;ll play a critical role in owning financial models, supporting fundraising efforts, and delivering clear, data-driven insights to leadership.

From building investor-facing materials to analyzing key business KPIs, you&rsquo;ll work closely with cross-functional teams to shape strategy and ensure financial clarity as we scale. This role is ideal for someone who thrives in fast-paced environments, combines strong analytical rigor with storytelling, and wants to directly influence the growth trajectory of a high-growth company.
</div>
<h3 class="jobSectionHeader">Role &amp; Responsibilities:</h3><div>
<h3 class="jobSectionHeader">Fundraising &amp; Investor Relations</h3>
<ul><li>Own end-to-end preparation for investor processes, including data rooms, pitch decks, financial models, teasers, and investment memos.</li>
<li>Build and maintain high-quality investor-facing materials with strong narrative clarity and attention to detail.</li>
<li>Develop and continuously update financial models used in investor discussions (three-statement models, DCF, scenario, and sensitivity analysis).</li>
<li>Project manage the fundraising process, including timeline tracking, stakeholder coordination, investor CRM management, and follow-ups.</li>
<li>Support leadership in investor meetings, Q&amp;A preparation, and post-meeting communication.</li>
</ul><h3 class="jobSectionHeader">Financial Planning &amp; Analysis</h3>
<ul><li>Own and manage the company&rsquo;s financial model, including forecasting, budgeting, and variance analysis.</li>
<li>Partner with cross-functional teams to build bottom-up financial projections for new initiatives and business verticals.</li>
<li>Prepare monthly and quarterly reporting packages for the CFO, CEO, and board.</li>
<li>Track, analyze, and report key business and financial KPIs, providing actionable insights and strategic recommendations.</li>
</ul><h3 class="jobSectionHeader">Strategic &amp; Cross-functional Work</h3>
<ul><li>Support strategic initiatives through analysis such as market sizing, unit economics, competitor benchmarking, and business case modeling.</li>
<li>Drive cross-functional finance projects with clear workplans, ownership, and timelines.</li>
<li>Leverage AI tools to enhance analysis, automate reporting, and improve the speed and quality of outputs.</li>
</ul></div><h3 class="jobSectionHeader">Requirements:</h3><div>
<ul>
<li>Must Have: 2-3 years of experience in investment banking, venture capital, private equity, or public equity research.
</li>
<li>Strong academic background from a top-tier Pakistani university.
</li>
<li>Expert-level financial modeling skills, including building three-statement models, DCFs, and LBOs from scratch.
</li>
<li>Hands-on experience preparing investor-facing materials such as pitch decks, teasers, investment memos, and data rooms.
</li>
<li>Strong project management skills with the ability to manage multiple workstreams independently.
</li>
<li>Excellent written and verbal communication skills in English, with the ability to simplify complex ideas.
</li>
<li>Active usage of AI tools to enhance productivity and output quality.
</li>
</ul></div><h3 class="jobSectionHeader">Experience:
</h3><div><ul><li>Experience working in startups, high-growth companies, or VC-backed environments.
</li>
<li>Familiarity with MENA/GCC markets and investor landscape.
</li>
<li>Experience with data visualization tools such as Tableau or Power BI.
</li>
<li>CFA Level I (completed or in progress).
</li>
</ul></div>We may use artificial intelligence (AI) tools to support parts of the hiring process, such as reviewing applications, analyzing resumes, or assessing responses. These tools assist our recruitment team but do not replace human judgment. Final hiring decisions are ultimately made by humans. If you would like more information about how your data is processed, please contact us.</div>

Financial Analyst

Brookfield

<div>
 
 Location
 
 
 
 Brookfield Place New York - 225 Liberty Street, 8th Floor
 
 
 
 Business - Global Client Group
 
 
 
 Brookfield is one of the world&rsquo;s largest alternative asset managers, distinguished by a 100+ year heritage of owning and operating assets and businesses that form the backbone of the global economy. Brookfield&rsquo;s Global Client Group provides insights and solutions designed to meet the evolving needs of a diverse group of investors around the world. GCG also manages institutional relationships, strategic partnerships and raises capital for Brookfield&rsquo;s various private funds and Affiliate Managers.
 
 
 
 Brookfield Culture
 
 
 
 Brookfield has a unique and dynamic culture. We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
 
 
 
 Job Description
 
 
 
 We seek team members who have a long-term focus and whose values align with our Attributes of a Brookfield Leader: Entrepreneurial, Collaborative and Disciplined. Brookfield is committed to the development of our people through challenging work assignments and exposure to diverse businesses.
 
 
 
 Job Description:
 
 
 
 <ul>
 <li>
 The Global Client Group is seeking an Analyst / Associate &ndash; Credit &amp; Multi-Asset Solutions, Fundraise Management, to work with the Brookfield&rsquo;s Credit and Investment Solutions platforms on a range of activities including assisting with the development and management of new credit solutions/strategies as well as supporting marketing and fundraising activities across Brookfield&rsquo;s existing credit products.
 </li>
 <li>
 The successful candidate will support the team leading the project management of the multi-asset and asset-based finance strategies on all product management, strategy and client proposal initiatives across commingled funds, single sector separately managed accounts and multi-asset proposals
 </li>
 <li>
 Strategize and draft strategic client proposals across credit and multi-asset solutions, including building model portfolios, creating client presentations and incorporating market intelligence into tailored messaging.
 </li>
 <li>
 Create and compile strategy-specific marketing materials, including offering memoranda, investor presentations and other documents related to our strategies.
 </li>
 <li>
 Project manage all deliverables during fundraising such as coordinating client calls, meetings and on-sites to advance investor due diligence processes and interest
 </li>
 <li>
 Assist facilitation of key decisions throughout fundraising process with all stakeholder groups - Marketing, Client Relationship Management, Investor Relations, Legal, Compliance, Finance &amp; Operations and the Investment Teams.
 </li>
 <li>
 Be a source of information and advisor for Brookfield&rsquo;s product offerings, the offerings of our key competitors and market in general.
 </li>
 <li>
 Develop a strong understanding of the institutional landscape and the preferences, styles and requirements for credit investors broadly across key regions and investor types.
 
 
 </li>
 </ul>
 Qualifications Required:
 
 
 <ul>
 <li>
 Undergraduate degree in finance, business, economics, or another relevant discipline.
 </li>
 <li>
 Experience Required: 1-4 years of experience in investor relations, fundraising and/or investment in private markets, with a preference for candidates with direct experience in alternatives
 </li>
 <li>
 Excellent PowerPoint and excel skills. The ability to manipulate and summarize data sets is important.
 </li>
 <li>
 Strong written and verbal communication skills.
 </li>
 <li>
 A team approach and a &ldquo;can do&rdquo; attitude.
 </li>
 <li>
 Ability to be a &ldquo;self-starter&rdquo; with intellectual curiosity and honesty.
 </li>
 <li>
 Experience in high volume processes and technology enabled solutions.
 
 
 </li>
 </ul>
 Salary: $105,000 - $150,000
 
 
 Our compensation structure is comprised of a base salary and a short-term incentive program (cash bonus). Cash compensation tends to vary based on geography to account for local market conditions and is set to be market competitive. Compensation decisions are based on a number of factors including relative experience, overall years of experience, industry experience, education and designations.
 
 
 Brookfield is committed to maintaining a Positive Work Environment that is safe and respectful; our shared success depends on it. Accordingly, we do not tolerate workplace discrimination, violence or harassment.
 
 
 We are proud to create a diverse environment and are proud to be an equal opportunity employer. We are grateful for your interest in this position, however, only candidates selected for pre-screening will be contacted.
 
 
</div>

Analyst / Associate, Credit & Multi-Asset Solutions, Fundraise Management

Airswift

<div>
 
 JOB DESCRIPTION &ndash; Business Analyst
 
 
 
 
 Department:
 
 Business Development
 
 
 
 Reporting To:
 
 Business Development Director
 
 
 
 Purpose of the Job
 
 
 
 To support the identification and attraction of investors by providing guidance and ensuring they have the necessary information and resources to establish and maintain business relationships. The role involves reviewing investor applications, completing required documentation, allocating plots, and providing recommendations to the Business Development Director.
 
 
 
 Main Duties And Responsibilities
 
 
 
 <ul>
 <li>
 Work closely with the Business Development Director to identify and develop new business opportunities aligned with the company's strategic objectives, while strengthening relationships with existing investors.
 </li>
 <li>
 Contribute to the creation and maintenance of strong relationships with investors, guiding them through the process of establishing a business within the Zones, including assessment, design, construction, and funding requirements where applicable.
 </li>
 <li>
 Review investor proposals and applications to ensure alignment with the company's goals and objectives and provide clear recommendations to the business development director regarding approval or rejection.
 </li>
 <li>
 Support the evaluation of potential business opportunities and investments through financial analysis, preparation of recommendations, and development of required action plans.
 </li>
 <li>
 Gather, analyze, and disseminate market intelligence, including regional market data and competitive analysis, to support investors in assessing the feasibility of their business ventures within the Zones.
 </li>
 <li>
 Coordinate with internal departments across Company to ensure investor inquiries, concerns, and issues are addressed efficiently and in a timely manner.
 </li>
 <li>
 Coordinate with PR and Marketing teams in planning and executing events aimed at attracting potential investors.
 </li>
 <li>
 Prepare and submit reports on key business development activities and achievements to senior management as required.
 </li>
 <li>
 Perform any other duties as assigned by management.
 
 
 </li>
 </ul>
 
 Qualifications
 
 
 
 
 Education
 
 
 
 <ul>
 <li>
 Bachelor&rsquo;s Degree in Business Administration, Communications, or a related field (required).
 
 
 </li>
 </ul>
 
 Work Experience
 
 
 
 <ul>
 <li>
 Minimum of 3 years of relevant work experience, preferably within the required discipline.
 
 
 </li>
 </ul>
 
 Professional Training / Certifications
 
 
 
 <ul>
 <li>
 Certification in a relevant discipline from an accredited institution (Preferred).
 </li>
 <li>
 Industrial Engineering certificate and/or experience (Preferred)
 
 
 </li>
 </ul>
 
 Skills And Competencies
 
 
 
 <ul>
 <li>
 Proficient in Microsoft Office applications
 </li>
 <li>
 Proficient in English and Arabic
 </li>
 <li>
 Strong teamwork and collaboration skills
 </li>
 <li>
 Excellent communication and interpersonal skills
 </li>
 <li>
 Effective planning and organizational skills
 </li>
 <li>
 Analytical and problem-solving abilities
 </li>
 <li>
 Customer service oriented mindset
 </li>
 </ul>
</div>

Business Analyst

JPMorganChase

<div>JOB DESCRIPTION 
Corporate Finance Analytics (&quot;CFA&quot;) is part of the Financial Analysis group of JPMorgan Chase. The team provides financial analysis and perspective to senior management to support decision-making on high-profile, topical issues.
As a Senior Associate on this team, you will develop a firmwide perspective of how JPM operates across its businesses and its dynamics within the financial services industry, achieve a solid understanding of key strategic frameworks/ financial concepts and how they are applied at the firm, and learn about the overall financial industry and JPM&rsquo;s competitors, while serving as a leader to the team by taking a lead role in projects, deliverables and overseeing junior teammates&rsquo; contributions.
Job responsibilities:<ul><li>
Drive the analysis, data charts and fact validation for the Chairman &amp; CEO Letter to Shareholders, coordinating with many teams and business partners across the firm, while also being able to provide guidance and mentorship to junior team members, reviewing their work for accuracy and completeness</li><li>
Serve as a lead reviewer on quarterly and ad-hoc competitor analysis, earnings coverage and research, owning the deliverables end-to-end while ensuring deliverables meet the highest standards by critically evaluating methodologies, challenging assumptions, and providing constructive feedback</li><li>
Complete ad-hoc projects and analysis for high-priority and topical issues for senior management</li><li>
Conduct ad-hoc and monthly valuation analysis, along with a clear understanding of different valuation techniques (e.g., Dividend Discount Modeling)</li><li>
Aid in data preparation for external and internal events/conferences, e.g., Investor Day</li><li>
Own and manage weekly and/or monthly firmwide financial reporting, along with ad-hoc reporting asks from senior management</li><li>
Become proficient in systems such as FactSet and Capital IQ for competitor research, financial analysis, the Chairman &amp; CEO Letter to shareholders, and other ad-hoc requests</li><li>
Create PowerPoint presentations for senior management, including ad-hoc analysis, presentations for townhalls, and other BAU reporting</li><li>
Integrate internal AI/ML tools into competitor coverage and other financial reporting, improving efficiency and quality of output</li><li>
Consistently evaluate processes and recommend enhancements</li><li>
Aid in mentoring, teaching and developing talent across the team</li></ul>
Required qualifications, capabilities, and skills:<ul><li>
Bachelors degree required</li><li>
5 years professional experience in a similar role (e.g. Planning and Analysis, Investor Relations, Corporate Finance)</li><li>
Advanced PowerPoint and Excel skills</li><li>
Strong analytical, creative thinking and problem solving skills</li><li>
Able to manage projects end-to-end with a high degree of autonomy</li><li>
Strong verbal and written communication skills, with the ability to articulate complex issues clearly</li><li>
Team player with the ability to be respected as a trusted partner for the Business, Finance, and FP&amp;A Teams
</li><li>Ability to generate new ideas for the improvement of internal processes</li></ul>
Preferred qualifications, capabilities, and skills:<ul><li>
Bachelor&rsquo;s degree in finance, accounting, economics, sciences, or engineering preferred</li><li>
FactSet experience</li><li>
Capital IQ experience</li></ul>
To be eligible for this role, you must be authorized to work in the United States. We do not offer any type of employment-based immigration sponsorship for this role. Likewise, JPMorgan Chase &amp; Co. will not provide any assistance or sign any documentation in support of any other form of immigration sponsorship or benefit, including optional practical training (OPT) or curricular practical training (CPT).
ABOUT US 
<div>
<div>JPMorganChase, one of the oldest financial institutions, offers innovative financial solutions to millions of consumers, small businesses and many of the world&rsquo;s most prominent corporate, institutional and government clients under the J.P. Morgan and Chase brands. Our history spans over 200 years and today we are a leader in investment banking, consumer and small business banking, commercial banking, financial transaction processing and asset management.
</div><div>We offer a competitive total rewards package including base salary determined based on the role, experience, skill set and location. Those in eligible roles may receive commission-based pay and/or discretionary incentive compensation, paid in the form of cash and/or forfeitable equity, awarded in recognition of individual achievements and contributions. We also offer a range of benefits and programs to meet employee needs, based on eligibility. These benefits include comprehensive health care coverage, on-site health and wellness centers, a retirement savings plan, backup childcare, tuition reimbursement, mental health support, financial coaching and more. Additional details about total compensation and benefits will be provided during the hiring process.
<div>We recognize that our people are our strength and the diverse talents they bring to our global workforce are directly linked to our success. We are an equal opportunity employer and place a high value on diversity and inclusion at our company. We do not discriminate on the basis of any protected attribute, including race, religion, color, national origin, gender, sexual orientation, gender identity, gender expression, age, marital or veteran status, pregnancy or disability, or any other basis protected under applicable law. We also make reasonable accommodations for applicants&rsquo; and employees&rsquo; religious practices and beliefs, as well as mental health or physical disability needs. Visit our FAQs for more information about requesting an accommodation.
JPMorgan Chase &amp; Co. is an Equal Opportunity Employer, including Disability/Veterans 
</div></div></div> 
 
ABOUT THE TEAM 
<div>
Our professionals in our Corporate Functions cover a diverse range of areas from finance and risk to human resources and marketing. Our corporate teams are an essential part of our company, ensuring that we&rsquo;re setting our businesses, clients, customers and employees up for success.</div><div> 
 
</div><div>Global Finance &amp; Business Management works to strategically manage capital, drive growth and efficiencies, maintain financial reporting and proactively manage risk. By providing information, analysis and recommendations to improve results and drive decisions, teams ensure the company can navigate all types of market conditions while protecting our fortress balance sheet.</div></div>

Corporate Finance Analytics, Senior Associate

ghanem

<div>Role Overview 
We are looking for a Senior Relationship Manager to lead investor relationships across both individual (B2C) and institutional (B2B) segments. This role owns the full investor lifecycle &mdash; from first conversation to long-term retention &mdash; in a fast-paced, high-growth investment environment. 
Key Responsibilities 
Investor Relations &mdash; Individuals (B2C)<ul><li>
Own relationships with retail investors from onboarding through reinvestment</li><li>
Convert registered users into active investors through direct, personal engagement</li><li>
Communicate clearly on returns, distributions, and risks &mdash; without overselling</li><li>
Drive asset fill rates within target timelines</li><li>
Investor Relations &mdash; Institutional (B2B)</li><li>
Build and manage a pipeline of family offices, wealth managers, and institutional clients</li><li>
Lead high-value conversations and structure tailored engagement</li><li>
Represent Ghanem confidently in front of sophisticated investors</li><li>
Convert institutional interest into long-term partnerships</li><li>
Ownership &amp; Operations</li><li>
Build the investor relations function from the ground up &mdash; playbook, tools, and processes</li><li>
Track investor feedback and turn insights into action</li><li>
Coordinate internally with acquisitions, operations, marketing, and leadership</li><li>
Key Performance Indicators (KPIs)</li><li>
Asset fill rate (time to target)</li><li>
Conversion rate (registered invested)</li><li>
Reinvestment rate</li><li>
Institutional pipeline value</li><li>
Investor retention and NPS</li></ul>
What This Role Is Not<ul><li>
Not a back-office or operations-only role</li><li>
Not a transactional sales role</li><li>
Not a low-ownership corporate position</li></ul> 

Requirements 
<ul><li>
4+ years in investor relations, wealth management, real estate, or investor-facing sales</li><li>
Working knowledge of investment returns and the ability to explain them clearly</li><li>
Strong commercial judgment and consultative selling skills</li><li>
Comfortable handling both retail and institutional investors</li><li>
High ownership mindset &mdash; comfortable building, not just executing</li><li>
Excellent communication in Arabic and English</li></ul></div>

Relationship Manager

Ascend Bank

<div>POSITION DESCRIPTION:
The Loan Servicing Analyst II is an experienced individual contributor responsible for the accurate execution, validation and continuous improvement of loan servicing operations supporting the Bank&rsquo;s Commercial, Residential and Consumer loan portfolios. This role builds upon foundational loan servicing responsibilities and assumes expanded responsibility for investor reporting, remittance processing, reconciliations and operational control execution for loans sold on the secondary market, participated out or purchased.
The Analyst II operates with limited supervision, serves as a knowledge resource and escalation point for Analyst I team members, and is expected to identify, document and recommend opportunities to enhance processes, control and efficiency. The role requires strong attention to detail, sound judgment, a consistent focus on risk mitigation and compliance with Bank policies and procedures and applicable local, state, and federal regulations.
GENERAL DESCRIPTION OF DUTIES:
Loan Servicing Operations &amp; Execution<ul><li>
Perform and support operational servicing activities across commercial, residential, and consumer loan portfolios, including new loan setup, loan maintenance, escrow administration, participation loans, and paid‑loan processing</li><li>
Execute servicing tasks accurately and timely in accordance with Bank policy, servicing standards, and regulatory requirements</li><li>
Serve as an escalation resource for Analyst I staff for routine to semi‑complex servicing issues, research, and resolution</li></ul>
Investor Reporting, Remittance &amp; Secondary Market Support<ul><li>
Prepare and process investor reporting for loans sold, participated, or purchased, ensuring data accuracy and timely submission</li><li>
Execute and validate incoming and outgoing investor remittances, including payment calculations, postings, and confirmations</li><li>
Perform custodial and investor account reconciliations, researching variances, documenting root causes, and coordinating resolution</li><li>
Maintain appropriate documentation and control evidence supporting investor reporting and remittance activities</li><li>
Escalate unresolved exceptions, systemic issues, or out‑of‑tolerance conditions to the Loan Servicing Manager or Senior Analyst</li></ul>
Control Execution, Validation &amp; Operational Risk<ul><li>
Execute key operational and financial controls aligned to loan servicing, investor activity, escrow administration, and system processing</li><li>
Validate outputs, review exception reports, and ensure discrepancies are identified, documented, and resolved timely</li><li>
Support ongoing assessment of servicing processes to ensure alignment with federal and state regulations, Bank policies, and internal control expectations</li><li>
Assist with operational risk identification by documenting control gaps, inefficiencies, or recurring issues and recommending corrective actions</li></ul>
Process Improvement &amp; Efficiency<ul><li>
Identify opportunities to streamline workflows, reduce manual effort, improve data accuracy, and strengthen controls</li><li>
Document process improvement recommendations, including issue description, root cause, risk impact, and proposed solution</li><li>
Support the implementation and testing of approved process changes, automation efforts, and system enhancements</li><li>
Assist as a subject matter participant in User Acceptance Testing (UAT), core parameter review, and system release testing</li></ul>
Compliance, Audit &amp; Reporting Support<ul><li>
Ensure assigned activities comply with applicable regulations, including but not limited to RESPA, escrow requirements, and investor guidelines</li><li>
Assist with audit and examination requests by compiling, reviewing, and submitting accurate documentation and evidence</li><li>
Support periodic quality assurance reviews, end‑of‑year processing, and required servicing certifications as directed</li><li>
Maintain accurate management and operational tracking reports to support monitoring and decision‑making</li></ul>
Collaboration &amp; Team Support<ul><li>
Provide day‑to‑day guidance and knowledge sharing to team members</li><li>
Communicate effectively with internal partners including Finance, Compliance, Lending, and Technology to resolve issues and support operations</li><li>
Maintain professional, responsive communication with internal and external stakeholders to support service quality and customer satisfaction</li></ul>
OTHER REQUIREMENTS:<ul><li>
Attend Compliance/Regulatory webinars for a full understanding of Lending Regulation and Compliance Requirements</li><li>
Critical and Strategic thinker passionate about driving a culture of internal and external customer excellence</li><li>
Strong problem solving, analytical and decision-making skills. Demonstrates ability to work independently on complex issues and projects</li><li>
High regard for important details, with excellence in attention to detail, to assure accuracy in every transaction, report and /or process; detect errors, follow through on corrections and details</li><li>
Represents the interests of the Bank by participating in various community and civic activities</li></ul>
KEY QUALIFICATIONS:<ul><li>
Strong working knowledge of loan servicing operations, including secondary‑market loans, participations, escrow administration, and servicing systems</li><li>
Demonstrated understanding of operational controls, reconciliations, and exception management</li><li>
Ability to analyze servicing issues, identify root causes, and recommend practical solutions</li><li>
Strong written and verbal communication skills; able to document processes and recommendations clearly</li><li>
High degree of accuracy, organization, and accountability</li><li>
Ability to manage multiple priorities in a fast‑paced operational environment</li><li>
Proficiency with Microsoft Office tools (Excel, Word, Outlook); reporting tools such as Cognos a plus</li></ul>
DIGITAL LITERACY:
The ability to use data, information, and communication technologies to find, evaluate, create, and communicate information, requiring both cognitive and technical skills<ul><li>
Information, data, and content</li><li>
Teaching, learning and self-development</li><li>
Communication, collaboration, and participation</li><li>
Digital identity, safety, and security</li><li>
Technical proficiency with all bank products</li><li>
Awareness and interest in new technology</li><li>
Creation, innovation, and research</li></ul>
FUNCTION SUPERVISED: None
LIST OF POSITIONS SUPERVISED: None
EDUCATION REQUIRED: Bachelor&rsquo;s degree or equivalent work experience.
EXPERIENCE REQUIRED: Typically 3-6 years of progressive loan servicing, operations or related banking experience, with demonstrated exposure to investor loans, escrow or reconciliations. Superior client service skills are required, preferably within the Banking industry. Proficiency using Microsoft Office Products, including Word, Excel, Outlook, and One-Note.
MANAGERIAL RESPONSIBILITY: Has no supervisory/managerial responsibilities.<ul><li> 
Compensation: Compensation is based on our market pay structures. However, individual salaries are determined by a variety of factors including, but not limited to business considerations, local market conditions, and internal equity, as well as candidate qualifications, such as skills, education, and experience.</li></ul>
Ascend Bank is an equal opportunity employer and offers equal opportunity to all applicants for all positions without regard to race, color, religion, national origin, age, disability, and veteran status.
Applicants requiring reasonable accommodation in the application process should notify Human Resources.
Ascend Bank participates in E-Verify.
EOE/AA/M/F/D/V</div>

Loan Servicing Operations Support Analyst II

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