FREE ACCESS
5,000–10,000 jobs/day
See all jobs on Scoutfield
Search thousands of fresh jobs every day.
Discover
- Fresh listings
- Fast filters
- No subscription required
Create a free account and start exploring right away.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in financial modeling and analysis for securitization transactions, with strong proficiency in Microsoft Excel and an understanding of AI and automation concepts. Capable of interpreting complex financial documentation and delivering high-quality client services while managing risks and stakeholder communications.
Highest-signal resume keywords
Financial ModelingMicrosoft Excel ProficiencySecuritization ExperienceAnalytical ThinkingClient Relationship Management
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Financial ModelingData ReconciliationStructured AnalysisCollateral Quality AssessmentCash Flow ModelingCredit Enhancement AnalysisSecuritization Documentation InterpretationTransaction Due DiligenceCLO Payment Date VerificationAdvanced Excel Techniques
Soft Skills
Analytical ThinkingAttention to DetailClear CommunicationCollaborative MindsetCuriosity and Learning Agility
Tools & Technologies
Microsoft ExcelPower QueryPower BIPythonSQLBloombergRating Agency PortalsMarkitWorkflow Automation ToolsAI Assistants
Certifications & Qualifications
Bachelor's Degree in AccountingFinanceEconomicsMBA or Equivalent Preferred
Industry Keywords
SecuritizationStructured FinanceCommercial Real Estate LendingCollateralized Debt Obligations (CDOs)Collateralized Loan Obligations (CLOs)Emerging TechnologyGenerative AIMachine LearningIntelligent AutomationConfidentiality Principles
Tech Stack
Tools & technologiesPythonSQL
About the role
Key responsibilities & impact- Perform agreed-upon procedures to help clients execute securitization transactions successfully
- Check financial model accuracy by comparing calculations with governing documents
- Create cash flow and analytics models for securitized products, including CDOs and CLOs
- Recalculate collateral quality and concentration limitations, principal and interest payments, credit enhancement, hedging instruments, fees and waterfalls
- Construct independent cash flow and collateral models using Microsoft Excel
- Create and update detailed agreed-upon-procedure reports
- Interpret prospectuses and indentures, including collateral, waterfalls, triggers, hedges, paydown rules and loss allocation rules
- Analyze complex Excel and third-party models, including Bloomberg, rating agency portals and Markit, for structured-product valuation
- Establish client relationships and deliver quality client services
- Monitor progress, manage risk and keep stakeholders informed about progress and expected outcomes
- Maintain technical capabilities and current industry knowledge
- Monitor emerging AI and data-extraction capabilities for document review while following process, control and confidentiality requirements
Requirements
What you’ll need- Bachelor's degree in Accounting, Finance, Economics, or a related discipline
- Approximately 2 years of related work experience
- Proficiency in Microsoft Excel, Word and PowerPoint, including data reconciliation, formulas and structured analysis
- Awareness of generative AI, machine learning or intelligent automation concepts, including applications, limitations and responsible use
- Strong prioritization skills and flexibility to support client deadlines and role-based shifts when required
- Strong analytical thinking, attention to detail and commitment to high-quality client deliverables
- Ability to interpret complex financial and legal documentation and connect document terms to structured data
- Clear written and verbal communication, including concise issue articulation and client-ready reporting
- Collaborative mindset, professional integrity and confidence working with global stakeholders
- Curiosity and learning agility regarding AI and automation
- Awareness of AI limitations, source traceability, confidentiality and responsible-use principles
- Prior structured finance, securitization, commercial real estate lending or transaction due-diligence experience preferred
- Exposure to CLO Payment Date Verifications, Indenture and Offering Memorandum preferred
- Exposure to data, automation or emerging technology tools desirable, such as advanced Excel, Power Query, Power BI, Python, SQL, workflow automation or approved AI assistants
- MBA or equivalent preferred
Benefits
Comp & perks- Continuous learning and development opportunities
- Tools and flexibility to make a meaningful impact
- Transformative leadership, including insights, coaching and confidence-building
- Diverse and inclusive culture
- Collaboration with global EY teams and well-known brands
- Career opportunities across business disciplines
- Exposure to learning, skills and insights through EY’s global delivery network