1. Core Financial Domain Expertise (Must-Have)
- Proven track record in private credit analysis, including complex credit risk evaluation and non-traditional lending.
- Strong grasp of securitization, including risk assessment, hedge positioning, and asset structuring.
- Solid understanding of corporate finance: ROE, leverage, cost of capital, and capital turnover.
2. Financial Reporting & Analysis (Prefererd)
- Strong command of financial statements: income statement, balance sheet, and cash flows.
- Skilled in trend/variance analysis, forecasting, and transforming financial data into actionable business insights.
3. Mortgage & Real Estate Finance (Preferred)
- Experience working with mortgage lenders or specialty finance institutions.
4. Communication & Cross-Functional Collaboration
- Excellent verbal and written communication; able to articulate complex financial concepts to non-finance stakeholders.
- Proven ability to work across Finance, FP&A, Accounting, and Product teams (including offshore collaboration).
- High attention to detail and analytical rigor.
5. Tools & Technical Proficiency
- Advanced Excel skills (pivot tables, complex formulas, macros).