About Careertakes

👉 Important disclosure: Careertakes is a third-party recruiting platform supporting this hiring process. If selected, you will be employed directly by our client, Accounting & Finance.

Applicants for this role may also receive access to additional matched opportunities through the Careertakes platform.

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Role Overview

This is an entry-level Financial Analyst position supporting Securities Administration Services for a confidential client. The role is ideal for recent college graduates or candidates with internship experience who want hands-on exposure to transaction processing, credit risk tasks, and data integrity for loan and security portfolios. This is a temp-to-hire, hybrid opportunity based in Columbia, MD.

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Key Responsibilities

• Process complex transactions, reconciliations, and loan/security payments.
• Review servicer reports for accuracy and monitor pooled loans to ensure compliance with agreements.
• Develop and maintain tracking tools (EUCTs) using Advanced Microsoft Excel and Microsoft Access; translate contract terms into formulas and models.
• Interpret legal documents related to collateral or bond payments and apply findings to transaction workflows.
• Communicate with investors and servicers to resolve remittance issues and document corrections.
• Support credit risk duties and maintain data integrity across loan/security portfolios.

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Qualifications

• Education/Experience: Bachelor’s degree in Business, Finance, Economics, or related field AND ~1 year of experience in finance, accounting, or analysis (including internships).
• Technical skills: Advanced Microsoft Excel required. Basic Microsoft Access skills preferred.
• Core skills: Strong mathematical and analytical ability; comfortable interpreting legal/contract language.
• Preferred: Prior exposure to Corporate Trust, Default/Servicing, or similar securities administration functions.
• Professional: Strong attention to detail, clear written and verbal communication, and ability to collaborate with internal and external stakeholders.

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Compensation & Employment Type

• Pay Rate: $23.00 per hour (temporary-to-hire). Increase in pay rate expected upon conversion to permanent employment.
• Employment Type: Full-time (Temp-to-Hire).
• Location: Columbia, MD — Hybrid schedule (on-site + remote as arranged).

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Why Candidates Like This Role

• Great entry point into securities administration and corporate trust functions.
• Practical, skills-first experience: you’ll build tracking tools and use advanced Excel daily.
• Clear path to permanent hire with a pay increase when converted.
• Work with a confidential client via the Careertakes platform, which may surface additional matched opportunities.

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Equal Opportunity & Hiring Transparency

Careertakes and our client are Equal Opportunity Employers committed to building a diverse and inclusive workforce. We prohibit discrimination or harassment of any kind. To support a fair and efficient hiring process, AI tools may be used to assist with application review or resume screening. These tools do not replace human decision-making. Final hiring decisions are made by people.

If you have questions about how your data is used, please contact us directly.