Top 247 Finance associate Jobs in Richardson, Tx

Capital Markets & Risk Associate
Roots Management Group —Addison, TX
- $110,000 - $120,000 a year
- Full-time
- Hybrid work
- Background check
- Bachelor of Science
- Pass drug screening
- Paid parental leave
- Health savings account
Quick Apply
1d
Financial Associate - LC Elite Program
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Management
- Customer service
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Financial Advisor - Associate
Lemnis Capital —Richardson, TX
- $45,000 - $85,000 a year
- Full-time
- Background check
- Office
- Bachelor's degree
- Health savings account
- Health insurance
Quick Apply
Senior Associate, Financial Due Diligence- Healthcare & Life Sciences
KPMG —Dallas, TX
- Full-time
- CPA
- Mid-level
- Office
- Disability insurance
- Health insurance
10h
Multifamily Underwriting Fraud Investigation - Lead Associate
Fannie Mae —Plano, TX
- $109,000 - $142,000 a year
- Full-time
- Office
- Analysis skills
- Bachelor's degree
Associate Account Analyst
Liberty Mutual —Plano, TX
- $46,000 - $84,000 a year
- Full-time
- Hybrid work
- Office
- Associate's degree
- 2 years
10d
Part Time & Full Time Associate
Secured Futures —Dallas, TX
- $65,000 - $85,000 a year
- Part-time
- Remote
- Background check
- 18 years or older
- Military
Quick Apply
3d
Associate, Strategic Finance
Oscar Health —Dallas, TX
- $96,876 - $127,149 a year
- Overtime
- Remote
- Mid-level
- Microsoft Office
- Finance
- Paid parental leave
- Paid holidays
Quick Apply
Part Time (20 Hours) Associate Banker, Forest and Greenville Branch, Dallas, TX
JPMorganChase —Dallas, TX
- Part-time
- High school diploma or GED
- Leadership
- Entry level
- Health insurance
- Tuition reimbursement
3d
Senior Associate, Financial Planning & Analysis - Auto Finance
Capital One —Plano, TX
- Email
- Military
- Mid-level
- Office
- Health insurance
Finance & Business Management - Associate
JPMorganChase —Plano, TX
- $85,500 - $125,000 a year
- Full-time
- Word processing
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
6d
Finance & Business Management, Associate - Merchant Services
JPMorganChase —Plano, TX
- Full-time
- Microsoft Excel
- Mid-level
- Office
- Health insurance
- Tuition reimbursement
8d
Lending Associate
CountryPlace Mortgage - A Cavco Company —Plano, TX
- $26.44 an hour
- Office
- Bachelor's degree
- US work authorization
Quick Apply
Asset & Wealth Management - Business Risk & Controls - Associate - Richardson
Goldman Sachs —Richardson, TX
- 5 years
- Office
- Finance
- Disability insurance
- Health insurance
Personal Banker Associate I - Parker-Premier
Fifth Third Bank —Plano, TX
- Full-time
- Office
- Math
- Travel
10d
Assurance Associate-Audit (FP&A focus)
Siemens —Plano, TX
- $88,060 - $150,960 a year
- Full-time
- Hybrid work
- CPA
- Bachelor of Science
- Mid-level
- Health insurance
Investment Associate, Data Center Transactions
Prologis —Dallas, TX
- $108,000 - $135,000 a year
- Full-time
- Mid-level
- Office
- Finance
- Paid holidays
- Health insurance
Risk Analysis Associate
Hilltop Securities —Dallas, TX
- Full-time
- Computer Science
- Office
- Finance
Asset & Wealth Management, Private, Real Estate Divisional CFO, Associate - Dallas
Goldman Sachs —Dallas, TX
- Mid-level
- Office
- 3 years
- Disability insurance
- Health insurance
Associate Analyst - Bank Fraud Wire Verification
Ally Financial —Lewisville, TX
- $47,840 - $75,000 a year
- 8 hour shift
- Hybrid work
- Research
- Mid-level
- Office
- Paid parental leave
- Health savings account
8h

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Capital Markets & Risk Associate

Roots Management Group -
Addison, TX

Quick Apply

Job Details

Full-time
$110,000 - $120,000 a year
1 day ago

Benefits

Paid parental leave
Health savings account
Paid holidays
Disability insurance
Health insurance
Dental insurance
401(k)
Paid time off
Cell phone reimbursement
Parental leave
Employee assistance program
Vision insurance
401(k) matching
Opportunities for advancement
Life insurance
Retirement plan

Qualifications

Financial model construction
Underwriting
Commercial loans
Spreadsheets
Commercial lending analysis experience in risk and credit
Bachelor's degree
Financial projection model development
Financial statement interpretation
Managing projects
Productivity software
Real estate analysis
Excel data analysis

Full Job Description

Who we are

Rooted in positive transformation, Roots Management Group is an integrated manufactured housing community (MHC) investment and management company focused on increasing the availability of best-in-class housing options people can afford. Founded in 2017, we operate communities nationwide through community development, strategic capital investment, and hands-on management. Our culture is guided by our ROOTS core values—Respect, Ownership, Opportunity, Teamwork, and Sincerity—creating an environment where team members are empowered to grow, take accountability, and make a meaningful impact.

What we are looking for

We are currently seeking an experienced Capital Markets Associate to join our Capital Markets team. This role will support the acquisition, disposition, financing, and asset recapitalization of manufactured housing investments. This role works closely with acquisitions, asset management, legal, and finance teams to manage transactions from initial underwriting through closing. The ideal candidate is analytical, detail-oriented, and capable of managing multiple complex transactions in a fast-paced environment.

Responsibilities will include:

Perform preliminary transaction underwriting by analyzing cash flows, NOI, DSCR, Debt Yield, ROC, and IRR to determine optimal debt terms and sizing.
Prepare transaction materials for lender review including operating statements, rent rolls, budget proformas, and other relevant documentation.
Engage with commercial lenders (banks, life companies, debt funds, agencies, brokers, and non-traditional lenders) to source debt terms/quotes.
Prepare debt proposals for approval by leadership.
Lead the debt transaction process and close transactions successfully while meeting defined timelines by collaborating with acquisitions, asset management, operations, treasury, and legal.
Oversee debt analysis models ranging from refinance analysis to amortization tables.
Post transaction closing, update internal teams of key terms and covenants.
Create covenant trackers post-closing for ongoing management of loans.
Manage lender required repair and inspection process.
Maintain a deep understanding of debt solutions, terms, and pricing in the market.
Continuously evaluate and improve debt sourcing and debt management processes.
Create and maintain internal and external facing debt summaries and templates for all currently managed portfolios and debt vehicles.
Other tasks as needed or assigned by management.

Position Qualifications / Minimum Requirements:

BA/BS degree in Real Estate Finance and/or Business Finance with three to five years of experience in multifamily lending at a bank, non-bank lender, agency, or commercial brokerage.
Financial analysis/underwriting experience including advanced modeling skills in Excel; multifamily debt capital markets experience a plus.
Ability to multi-task and prioritize between multiple projects with deadlines in the same timeframe with exceptional attention to detail.
Ability to work independently and within a team to build relationships and interact effectively while possessing excellent self-motivational and entrepreneurial skills
Effective written and oral communication skills
Strong working knowledge of Microsoft Office applications with specific high degree of skill in Excel

Additional Information / Benefits:

Annual performance-based bonus opportunities
Medical, Dental, and Vision insurance plans
401(k) with company match
Cell phone reimbursement
Short- and Long-Term Disability
Basic Life & Accidental Death Insurance
Health Savings Account (HSA)
Paid holidays
Paid Time Off (PTO)
Paid parental leave
Career growth and advancement opportunities
High-energy company with a friendly, supportive team environment

Benefits are offered to eligible full-time employees.

To be considered for employment, candidates must pass a pre-employment background check and drug test. We thank all applicants for their interest in joining our team.

Pay: $110,000.00 - $120,000.00 per year

Benefits:

401(k)
401(k) matching
Dental insurance
Employee assistance program
Health insurance
Health savings account
Life insurance
Paid time off
Parental leave
Retirement plan
Vision insurance

Application Question(s):

Will you now, or in the future, require sponsorship for employment visa status (e.g. H-1B visa status)?

Education:

Bachelor's (Required)

Location:

Addison, TX 75254 (Required)

Work Location: Hybrid remote in Addison, TX 75254

Quick Apply

Refine Your Search

finance associate jobs in richardson, tx

Capital Markets & Risk Associate

Financial Associate - LC Elite Program

Financial Advisor - Associate

Senior Associate, Financial Due Diligence- Healthcare & Life Sciences

Multifamily Underwriting Fraud Investigation - Lead Associate

Associate Account Analyst

Part Time & Full Time Associate

Associate, Strategic Finance

Part Time (20 Hours) Associate Banker, Forest and Greenville Branch, Dallas, TX

Senior Associate, Financial Planning & Analysis - Auto Finance

Finance & Business Management - Associate

Finance & Business Management, Associate - Merchant Services

Lending Associate

Asset & Wealth Management - Business Risk & Controls - Associate - Richardson

Personal Banker Associate I - Parker-Premier

Assurance Associate-Audit (FP&A focus)

Investment Associate, Data Center Transactions

Risk Analysis Associate

Asset & Wealth Management, Private, Real Estate Divisional CFO, Associate - Dallas

Associate Analyst - Bank Fraud Wire Verification

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