Capital Markets Analyst

@ Kiavi

About Kiavi

Kiavi is one of the nation’s largest private lenders to residential real estate investors. Harnessing data and technology, the company provides a simpler, more reliable, and faster way to access capital, helping to revitalize approximately $25 trillion worth of aged U.S. housing stock.

With over 450 employees, Kiavi has funded $27 billion in loans and financed 100,000+ projects across 45 states + D.C. The company has earned awards like Forbes Fintech 50, Finovate Awards, and Fast Company’s Most Innovative Companies.

Role Overview: Capital Markets Analyst

The Capital Markets Analyst is part of the Capital Markets team, focusing on managing mortgage loan sales to institutional investor partners, securitization programs, and other capital markets partners. The role involves tracking loan sale data, managing due diligence, preparing whole loan sale tapes, and executing analytical projects.

• Track and update all loan sale data.
• Monitor due diligence and investor conditions.
• Prepare and execute sales and reporting processes.
• Conduct data analysis using Excel, SQL, and Tableau.
• Manage collateral, verify data, and finalize settlements.

Requirements

Bachelor’s degree in finance, accounting, economics or real estate along with 1-2 years related experience. Must have strong analytical skills, advanced proficiency in Excel, and experience with SQL and Tableau is a plus.

Benefits and Work Arrangement

• Competitive salary based on location tier.
• Medical, Dental, and Vision insurance with employee-only coverage.
• 401(k) with company match and flexible time off.
• Remote work policy with reimbursements and stipends.
• Other perks: HSA contributions, disability, and life insurance.

This role can be based remotely in approved hiring regions.

Key skills/competency

• Data Analysis
• Excel
• SQL
• Tableau
• Due Diligence
• Loan Sales
• Capital Markets
• Attention to Detail
• Analytical Thinking
• Reporting